The Family Office Stack/Case Files

Anonymised · With the decisions & the numbers

Case Files

Deep-dive studies on how leading family offices actually structure their operations — anonymised, with the decisions and the numbers.

2case files filed

Case № 01 Case File · Operations & Governance

Six weeks to nine days: re-engineering a quarterly close

A multi-family office ran a six-week, spreadsheet-bound close across 40+ entities. Here is how the reconciliation was automated down to nine days. Read the case file →

Case № 02Accounting & Reporting

Rebuilding a $2bn single-family office around the general ledger

A single-family office with a portfolio-first stack that wouldn't reconcile, rebuilt accounting-first around one general ledger — and got to one source of truth.