For single family offices and boutique MFOs
The private-side record, run at family-office scale.
The same register, forecast, exceptions and document vault we build for individual families, run across principals and entities, behind your own brand where you want it.
Who it’s for
Single family offices
- 2-5 people running a program built for more than ten.
- A commitment pace the current process wasn't designed for.
- Investment staff spending their time reconciling statements instead of underwriting.
- The person who knew where everything was has left.
Boutique multi-family offices
- A new client's alternatives portfolio is consuming a team sized for something else.
- Alts record-keeping is eating the margin on your existing fee.
- You need the capability behind your own brand, not another logo in front of the client.
What we run
- The Position RegisterThe fixed-fee build: register, forecast, exceptions, entity map, document vault, and findings memo.
- Quarterly or Annual UpdatesNew documents recorded, the register, forecast and exceptions refreshed, a pack issued each cycle.
- Principal and advisor summariesA defined summary for each principal and, where authorised, for their outside advisor.
Full detail and published pricing are on the main page.
Compared with hiring
| Junior ops hire | Senior ops hire | Franklin | |
|---|---|---|---|
| Loaded cost | ~$140K | ~$230K | Engagement fee |
| Document collection and filing | Yes | Yes | Yes |
| Register, forecast and exceptions each cycle | Sometimes | Yes | Yes |
| Continuity if they leave | — | — | Not a factor |
| Segregation of duties | No | No | Yes |
| Scales with position count | No | No | Yes |
If the program genuinely needs a full-time hire, the scoping review will say so.
Behind your brand
For multi-family offices, the work runs white-label: your clients see your name, and the record runs to a standard you approve. You need the capability behind your own brand, not another logo in front of the client.