MULTI-FAMILY OFFICES ARE AT THE CENTER OF MODERNIZING FAMILY WEALTH MANAGEMENT

20 YEARS EXPERIENCE SERVING AMERICA'S WEALTHIEST FAMILIES

PCR was founded by 40 families with average wealth of $100M.  For 20 years we have provided the expertise and technology to make sure that they had the total wealth view they could not get from anyone else.  During that time we developed unique aggregation, analytic and reporting capabilities that are now helping manage over $400B in family wealth.

WE HELP MFOs MODERNIZE FAMILY WEALTH MANAGEMENT

The Family Office space is rapidly changing.  In particular, as families move to modernize and leverage the new technology, a common port of call is to consider outsourcing to a Multi-Family Office - or even forming their own.  PCR helps these firms deliver innovation and best-of-breed technologies.

DATA INDEPENDENCE IS THE FIRST STEP

To be successful the MFO must implement and streamline the integration of multiple systems and workflows.  PCR is a key partner in this process providing a total wealth aggregation and data management solution that brings 100% of family wealth information together in a high-powered data warehouse pre-integrated with many existing reporting, accounting and other systems.

THE POWER OF A SINGLE SOURCE OF TRUTH
This data warehouse is populated everyday from brokerage accounts and investments in hedge funds, real estate and private equity.  Our technology and teams ensure that you have a total view of your wealth - even of the hardest to understand illiquid assets.  We are experts in automating statement-based aggregation of valuations, capital calls and notices.
FREEDOM TO WORK WITH MULTIPLE PROVIDERS

With control over their data, the MFO can now choose which advisors and providers to work with.  They also have an independent record of the data these providers report on that can be easily validated.  

CONFIDENCE THAT YOUR PRIVACY IS PROTECTED

PCR has built ground breaking privacy technologies trusted by the largest financial institutions and important families.  

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LEADING $8B MFO STREAMLINES INTEGRATION OF MULTIPLE OPERATING SYSTEMS

CHALLENGE

The Multi-Family Office recognized that their infrastructure of many systems was plagued by data quality issues as each system had its own data sources and governance.  Consolidated reporting was difficult.

SOLUTION

PCR leveraged its data hub technology to deliver a consolidated and normal view of trust assets, custodial sources and held-away data which is now used to drive firm-wide reporting utilizing tools like Microsoft PowerBI. 

ENTERPRISE DATA MANAGEMENT FOR MFOs

We combine our leading wealth aggregation technologies and a secure data management architecture to deliver enterprise scale data solutions to help multi-family offices deliver next generation services.