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Family Offices

Serving a principal means covering every asset class, every deliverable, every conversation.

ARC handles the breadth, direct deals, manager diligence, portfolio monitoring, principal-ready briefings, in the format your family office actually uses. One analyst covering seven asset classes becomes one analyst plus a pipeline that does the rote work, so the human-only judgment lands on the principal's desk.

Workflows We Run
  • Direct deal screening across asset classes (real estate, private equity, private credit, venture capital, public markets)
  • Manager diligence questionnaires, ODD and IDD analysis
  • Quarterly portfolio reporting to principal in the family's preferred format
  • Concentration, correlation, and exposure monitoring across all holdings
  • Vendor and service provider evaluation (tax, legal, custody, admin)
  • Next-gen education materials and principal Q&A packets
  • Philanthropic DD and grant reporting workflows
  • Trust and estate document summarization
Work Products
Manager DDQIC MemoPrincipal BriefQuarterly Portfolio ReportExposure MapVendor ScorecardPhilanthropic DD MemoNext-Gen Education Packet
Relevant Pillars

Pillars that most often apply in Family Offices.

Deal & Investment Work

The work that moves capital forward. Built into your underwriting templates, memo standards, com...

Research & Intelligence

Pre-read prepared. Competitive landscape mapped. Portfolio alerted on what matters.

Client-Facing Deliverables

The documents your clients actually read. Drafted in your voice, your template, your format.

Operations & Compliance

The unglamorous hours that quietly eat analyst time. Reconciled, triaged, organized, summarized.

Product & App Development

The interface on top of the pipeline. Websites, internal tools, and full app stacks built for op...

Next Step

Pick a Workflow. Let's Build It.

A no-cost briefing is the start. Bring one deliverable that eats your team's time. We will sit with the analyst who owns it, map the pipeline end-to-end, and show you exactly what an ARC agent would do.

Contact →