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.
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.
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.