Family Office Data Alliance Information

Family Office Data Alliance is a secure, private data-sharing club with membership strictly limited to family offices. Privately owned, and wholly independent, our sole remit is to help family offices optimise their operational and investment performance through the use of our unique benchmarking and KPI tools. Our solution is driven by three guiding principles: (1) Multi-level bank-grade security (2) The freshest possible, actionable data (3) Beautiful, easy-to-use interface, equally at home on your mobile, tablet or laptop We can help you answer difficult questions such as: - Do we have the right staffing levels (for our size and complexity) across the office? Are we remunerating them efficiently? - Are our wealth-transfer tools up-to-date? Could we be leveraging new structures to deliver more to future generations? - How can we optimise our governance and communication strategies to increase beneficiary engagement without drowning in bureaucracy? - Are our peers de-risking their portfolios? If so, why? - We are beating our investment performance benchmarks, but how do we compare to our peers? Please contact us to learn more.