FAMILY OFFICES ARE CHANGING AND TECHNOLOGY IS AT THE CENTER OF THE TRANSFORMATION  

20 YEARS SERVING AMERICA'S WEALTH 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 ARE AT THE CENTER OF MODERNIZING THE FAMILY OFFICE

The Family Office space is rapidly changing.  In particular, their move to modernize and leverage the new  technology.  This has driven the growth of Multi-Family offices and the offering of Family Office services in advisors, private banks and accounting providers.  Most families are working to figure out the best way forward.

DATA INDEPENDENCE IS THE FIRST STEP

Whether choosing to outsource, buy or build, PCR helps families achieve their technology objectives by enabling them take control over their most important asset - their data.  We provide a fully-outsourced aggregation and data management solution that brings their information together in a private data warehouse owned and controlled by the family.

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 from even the hardest to understand illiquid assets. 
FREEDOM TO WORK WITH MULTIPLE PROVIDERS

With control over their data, families 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 groundbreaking privacy technologies trusted by the largest financial institutions and important families.  

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$500M FAMILY OFFICES LEVERAGES PCR TO POWER TECHNOLOGY MODERNIZATION

CHALLENGE

The Single-Family Office wanted to leverage technology to better serve family members and enter the next generation with the most secure and effective reporting and client communication tools.

SOLUTION

PCR delivered a data management solution the office would never have been able to build on its own.  This single-source-of-truth is now the foundation for integrating new reporting, accounting and digital tools. 

YOUR FAMILY OFFICE DATA HUB

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