Asset Vantage Systems Private Limited : Email: info@assetvantage
Oscar Wilde once said, “When I was young, I thought that money was the most important thing in life; now that I am old, I know that it is.” Since Wilde’s time, the importance of money has increased significantly. But the importance of wealth management has increased several times more than that. What’s critical is […]
Modern family office holdings are complex. They span different asset classes — liquid as well as illiquid — and tend be spread across different custodians and accounts within custodians. Particularly in the case of illiquid investments, since there is no specific market source, their valuation and performance tracking can be flexible. Complicated transactions such as […]
The operations of a family office are multifaceted, requiring tools that are powerful, secure, and efficient. While many turn to spreadsheets for their simplicity and availability, spreadsheets are often too simplistic and fall short of meeting the comprehensive needs of modern family offices. Integrated systems, on the other hand, offer a superior solution by providing […]
Conventional Multiple Family Offices (MFO) typically work with highly qualified and experienced investment personnel to provide the expert advice to family offices on wealth management. However, when it comes to Multi Family Office operations, they still rely on basic and predominantly manual tools such as Excel files for clients matters — portfolio management, accounting, trade […]
Family offices are evolving. Their investments are spread across countries and various liquid and illiquid asset types, further held through intricate legal structures, making the family office of the 21st century as complex as an institutional investor. What’s more, family office principals are also becoming more financially savvy, and bring the same rigour to their […]
