Single Family Offices

Gain a comprehensive view of investments across currencies, regions and all types of assets, empowering you to navigate the financial market with unmatched insight and ease.

Comprehensive Asset Management

Performativ streamlines SFO portfolio management, incorporating all asset classes bot liquid and illiquid (Private Equity, Direct Investments, Real Estate and Collectables)

Customized Reporting

Performativ offers customizable and tailored reports for multi-generational and stakeholder transparency.

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Streamlined Data Management

Performativ's data connectivity simplifies aggregation, reducing admin work & enhancing accuracy for efficient SFO operations.

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Our value towards

Single Family Offices

Performativ is exceptionally well-suited to support the unique needs of Single Family Offices (SFOs) by addressing several challenges specific to their operations. SFOs often grapple with complex portfolio management, as they manage diversified asset classes, trust structures, and generational wealth transfer needs.

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Performativ streamlines these challenges by offering comprehensive asset class coverage, including all liquid and illiquid asset classes (direct investments, real estate, and private equity commitments etc.). It provides customized wealth visualisation capabilities, enabling SFOs to present consolidated financial information to multiple generations and stakeholders.

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Moreover, Performativ's data connectivity with banks, custodians and brokers, simplifies data aggregation, reducing the administrative burden while enhancing data accuracy. Ultimately, Performativ empowers SFOs to efficiently manage their portfolios, optimize investment decisions, and ensure transparency and compliance while preserving family wealth for generations to come.