Global Family Office Portfolio Management Software Buyer's Guide

# Global Family Office Portfolio Management Software Buyer's Guide

1. Who This Guide Is For

This guide is tailored for large, globally active family offices with diversified portfolios across multiple jurisdictions. AUM typically exceeds $1B, with complex structures and cross-border operations.

2. Key Challenges

Global family offices face challenges around multi-jurisdictional compliance, tax reporting, FX and currency hedging, and coordinating investments across multiple entities and geographies.

3. Must-Have Features

- Multi-currency and FX management tools

- Support for complex entity and trust structures

- Cross-border compliance and reporting functionality

- Integration with tax reporting systems

- Secure, multilingual client access portals

4. Implementation Considerations

Global rollouts are complex and can take 12–18 months, requiring coordination across multiple offices. Data governance and privacy compliance (GDPR, etc.) are critical.

5. Cost Factors

Pricing is generally enterprise-level, combining AUM tiers, user licenses, and custom modules for FX, tax, and reporting.

6. Selection Tips

Look for vendors with proven global client bases, multilingual support, and partnerships with international custodians.

7. Example Vendor Fit

Global family offices often rely on enterprise-grade wealth platforms with multi-jurisdictional features.

8. Next Steps

Prioritize solutions that can consolidate global assets, currencies, and compliance workflows into one platform.