SINGLE FAMILY OFFICE

Take control of your data and achieve Data Independence with a complete data aggregation and data management solution from PCR

MODERNIZING YOUR FAMILY OFFICE

LEVERAGING TECHNOLOGY IS CRITICAL
Your team manages many business processes – often manually using spreadsheets. Modern technologies offer significant opportunities to perform these functions more accurately, faster and at a lower cost.

CONSISTENT HIGH QUALITY DATA IS MANDATORY
Fortunately, there are many solution providers with a variety of offerings designed to satisfy offices of different sizes, complexity and maturity.   However, options and multiple providers require integration.

 

MASTERING YOUR DATA IS THE LARGEST CHALLENGE
Success will be impacted by how well you select, implement and integrate solution partners.    But most importantly, by the ability to efficiently deliver and synchronize data across multiple applications.   Failure to deliver on the data challenge is the root cause of the failure of many technology initiatives.

OBJECTIVES OF A WINNING DATA STRATEGY

PCR Was Designed to Put Your Family in Control of its Data and to Provide a Sustainable Strategy for Leveraging New Technologies.

ACCURACY

Successful technology solutions are powered by a consistent, accurate and timely stream of data from all of a family’s interests and investments including complex illiquid investments.

TRUST

A family’s financial decisions must be based on trusted information.  A sustainable data management strategy ensures that, independent of specific advisors or service providers, a verifiable version of the truth is always available to the family.

PORTABILITY

A family’s data must be easily leveraged in any of its technology solutions.  The family should control a single source of truth and the ability to share this information safely with different systems and its advisors and service providers.

PROTECTION

There are many threats to a family’s data.  The rise of ransomware and other dangerous attacks require next generation expert consideration of security, privacy and recovery functions in all matters related to a family’s data.

A TURNKEY PLATFORM

A Modern Platform of Aggregation, Data Management and Integrations Designed For and Trusted By Hundreds of Wealthy Families.

THE BENEFITS OF DATA INDEPENDENCE

In as Little as 30-60 Days, You Will Begin to Benefit From Your New Data Management Strategy.

FREEDOM

Your family will have the power and freedom to select the best technologies and service providers without having to go through complex data migrations, conversions or risk of data loss.    They will use the data you trust – your single source of truth.

EFFICIENCY

You will improve your family office operations by saving time, labor and improving accuracy.    You will immediately benefit from new and powerful tools like Microsoft PowerBI and streamline how data gets to all your accounting and other systems.

SAFETY

You will take a major step to safeguard your data by adopting technologies specifically built to ensure that it is always protected. And you will have the confidence that any given advisor is accurately reporting information it may be gathering.

LEGACY

You will pass-on to the next generation a strategy to ensure that future family members can take advantage of the best technology has to offer.   Your data will always be preserved, organized and available.

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