As Family Offices faces the challenge of capturing and managing wealth accurately across a Family Client Hierarchy, NorthStar empowers a family office to manage assets, loans, documents, events and investment managers across complex family structures.

With NorthStar, Family Offices can

• Manage all aspects of complex family and investment structures across multiple custody, brokerage and banking relationships.
• Provide ready to use reports in order to create detailed reviews of a client relationship.
• Proactively manage client relationships through automated monitoring of portfolios and built-in alerts.
• Leverage NorthStar's top of class analytics to provide more insight into portfolios.
• Do due-dillience on managers suing the NorthStar product catalog.

Learn more about NorthStar’s Wealth Management Software