Family office accounting systems
Looking for some advice. I recently accepted an offer to work for a family office, they basically have one bank account with cash in at the moment but I am going to build out the finance infrastructure.
Apparently they have a couple of operating businesses but are aiming to move towards a US endowment style portfolio.
I was wondering if anyone has experience with implementing accounting systems for family offices and knows what systems people tend to use?
My experience is out of date unfortunately.
Posted Sep 23, 2026, 8:46 AM UTC
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