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How Multi-Family Offices are creating efficient operating models

Multi-Family Offices can thrive by adopting an operating model that benefits from
streamlined technology and processes.

Traditionally, Multi-Family Office (MFO) operations have relied on highly skilled staff to deliver services to family office clients. The move to more remote work environments has highlighted operational inefficiencies from heavy reliance on excel spreadsheets and processing transactions manually, spanning client relations, portfolio management, compliance, trade support and accounting functions.

Given the complex investment profile of wealthy families, with an increasing percentage of their portfolios now including real estate, direct private equity and hedge fund assets, Multi-Family Offices are experiencing pressure to adopt an operating model that benefits from streamlined technology, and processes. The benefits enable MFOs to:  

  • Manage both private and public investments on a unified platform
  • Provide holistic views of client portfolios including tax positions across all asset classes
  • Deliver seamless cash and liquidity management
  • Leverage highly skilled asset management staff to focus on optimizing their clients’ investment opportunities and portfolio performance rather than performing manual operations

Multi-Family Offices that have committed to this change see immediate benefits, delivering higher service levels, even if their teams are operating more remotely. They are positioned for significant long-term cost savings, operational risk reduction and improved profitability. MFOs launch this transitional journey by conducting a thorough review of their current-state MFO technology operations ─ the key activities, data flows, and touch points with internal and external systems. With that information in hand, they can next determine their optimal operating environment. Once they have a vision of that future-state, they commit resources to drive the transition through a formal project. 

Discover how Linedata is helping Multi-Family Offices run more efficient technology operations.


An optimized Multi-Family Office technology environment can include:


  • Automated processes for streamlining key functions – cash and liquidity management, portfolio analysis and portfolio rebalancing, trade compliance, trade order generation and trade processing, accounting
  • Complete audit trail of all data changes and transactions across the operation
  • Integrated data across all systems – CRM, trade order management, accounting, custodian and broker systems, market data providers
  • Secure, remote system access to on-premise, private cloud or public cloud deployed applications


Given the focus and resources required to execute on a transformative project of this type, it is often not practical for a Multi-Family Office to implement this transition on their own. Partnering with a firm that understands the workflows, data and technology components of the MFO operations as well as a firms’ business drivers is often a prudent approach to delivering the project correctly and accelerating the project’s time-to-value. A good partner will leverage best practices and position the Multi-Family Office to thrive, efficiently and accurately delivering superior results to their clients for the long term.


About the author, Bob Moitoso

Bob Moitoso is the Head of Asset Management, North America at Linedata.

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