Platform
Multi-entity consolidation
Consolidated reporting across entities, with effective ownership computed through every tier — so a position three layers down reports at the percentage you actually hold.
A family office does not own assets. It owns entities that own entities that own assets. Every consolidated number depends on resolving that structure correctly, and a spreadsheet that resolves it correctly today resolves it incorrectly the moment a new vehicle is added.
What it does
- Look-through ownership, computed rather than maintained
- Define the structure once. Effective ownership through every tier is derived from it, so a property held four layers down reports at the percentage you actually hold without anyone recalculating a chain by hand.
- Consolidate at any level
- Report on one entity, one branch of the structure, one asset class, or the whole thing. The rollup is the same computation at a different starting point.
- Intercompany positions eliminate themselves
- Loans, capital and transfers between entities inside the consolidation boundary net out rather than double-counting.
- Structures change, and history survives it
- Ownership is effective-dated. A restructuring in March does not silently rewrite what January's report said, so last year's numbers still reconcile to last year's statements.
We already do this in Excel. What actually changes?
The spreadsheet is not wrong — it is unowned. It encodes the structure in formulas only one person fully understands, it has no history when a number is challenged, and it silently breaks when a vehicle is added. What changes is that the structure becomes data rather than formulas, the computation is the same every period, and the answer to 'why is this number what it is' is a trace rather than a recollection.