Family Office Consolidation
Multi-entity aggregation, cross-holding analysis, and unified reporting for family offices.
Family Office Consolidation
Aggregate portfolios across 8+ family entities, detect overlap, and generate unified book-wide analytics.
The Problem
A family office manages wealth across:
- 3 HUF accounts
- 2 individual accounts
- 2 trust accounts
- 1 corporate account
Each has separate CAS statements, PMS reports, and AIF statements. Manual consolidation takes 3–4 days per quarter.
The Sentinel Solution
Upload All Statements
Upload 20+ documents in a batch. Nexus extracts and tags each to the correct entity.
Auto-Consolidation
Sentinel generates:
- Family-wide allocation: Equity 45%, Debt 30%, Alternatives 20%, Cash 5%
- Overlap matrix: 4 entities hold overlapping mid-cap exposure
- Concentration alerts: 28% in single PMS strategy across 3 entities
- Geographic drill-down: 12% international (target: 15%)
Quarterly Report
11-section report with:
- Per-entity breakdown
- Consolidated risk metrics
- Rebalancing recommendations
- Tax-loss harvesting opportunities