Reporting Realities: Overcoming Today’s Biggest Challenges

To make decisions about the future, families need reports that provide a full view of their integrated risk exposure and their allocation across all family entities. Yet such aggregate reports remain the elusive Holy Grail of our industry. It is often promised by product providers, but product capabilities often still fall short of expectations. One of the key questions becomes: What are the manual bridges that an office or outside provider should still be prepared to provide to produce a truly consolidated and functional report that provides useful information about holdings, performance and risk?  In this session, speakers will talk frankly about the most challenging reporting issues for families with complex wealth. They will share their first-hand experience on what is required for creating comprehensive reports that enable decision makers to continuously monitor performance and change in value of assets at both the family and individual entity level.