Single-family offices
One family, many structures. Consolidated reporting across generations and entities, with the detail each branch or trustee needs.
One view of the whole estate.
Family offices hold across entities, currencies and custodians — and increasingly across traditional and digital assets. HedgeGuard consolidates all of it onto a single book of record, so the family sees one statement rather than a stack of custodian reports reconciled by hand.
Entities
6
Currencies
4
Custodians
4
By entity
Family holding company
EUR
41.2%
Trust · branch A
CHF
18.6%
Trust · branch B
USD
16.9%
Foundation
EUR
9.8%
Direct holdings · digital
Multi
7.3%
Direct holdings · liquid
GBP
6.2%
Reporting in EUR
6 entities consolidated
Last reconciled 07:00
01 / The problem
Why family office reporting breaks.
Most family offices don’t have a reporting problem. They have a consolidation problem. Every custodian sends its own statement, in its own format, at its own cut-off, in its own currency — and someone has to turn all of it into one picture before the family can see anything.
- Statements from several custodians, each formatted differently
- Holdings split across trusts, holding companies and foundations
- Multiple base currencies, converted at inconsistent rates
- Cost basis scattered across systems and hard to reconstruct
- Digital assets held entirely outside the reporting
- A spreadsheet that one person understands
02 / What you get
A consolidated estate, not a stack of reports.
Every entity, custodian and currency feeds one book of record — reconciled, valued on a consistent basis, and reportable at whatever level the family needs.
01
Multi-entity consolidation
Trusts, holding companies, foundations and direct holdings, each with its own view — and a consolidated view across the whole estate.
02
Multi-custodian reconciliation
Positions and cash matched daily against every custodian’s records, so breaks surface as exceptions rather than as surprises at year-end.
03
Multi-currency reporting
Report in any base currency, with a single documented conversion basis applied consistently across every entity and custodian.
04
Traditional and digital assets together
Equities, fixed income, funds, FX, derivatives and digital assets on the same book — so crypto holdings appear in the family’s statement rather than beside it.
03 / Who this fits
For offices managing complexity.
01 / SINGLE-FAMILY
02 / MULTI-FAMILY
Multi-family offices
Several client families on one platform, each segregated, each with its own reporting — without running a separate process for every relationship.
03 / PRIVATE INVESTMENT OFFICES
Private investment offices
Offices running an institutional-style book in-house, including direct trading, that need proper portfolio management rather than aggregation alone.
04 / Run it yourself or have us run it
Two ways to operate.
Many family offices run lean. HedgeGuard can be operated by your team, or by ours on your behalf.
01
In-house on HedgeGuard
Your team runs consolidation, reconciliation and reporting on the platform, with an exportable evidence trail behind every figure.
02
Managed by HedgeGuard
A HedgeGuard operations team handles custodian reconciliation, consolidation and reporting as an extension of your office — and hands the work back in-house on the same platform whenever you want it.
05 / What clients say
Built by people who have run portfolios.
“
A tool that matches what we knew on the trading floor: flexible, adaptive and reliable.
Cyril Mayer · Directeur Général, IGEA Finance
“
The tool identifies precisely the risks we take, and handles every kind of asset.
Arnaud Chretien · President, Kanopy Asset Management
“
In 7 years, we have built a true partnership with HedgeGuard around a comprehensive solution.
Guillaume Dermer · Chief Risk Officer & COO
07 / FAQ
Portfolio management for family offices.
Family office portfolio management software consolidates a family’srnholdings across entities, custodians and currencies into a single book ofrnrecord, then reconciles and reports on it. HedgeGuard does this forrnsingle-family and multi-family offices, covering equities, fixed income, funds,rnFX, derivatives and digital assets on one platform — so the family seesrnone consolidated statement rather than separate reports from each custodian.
Yes. Each legal entity is held as its own structure with its own view andrnreporting, alongside a consolidated view across the whole estate. You can reportrnat entity level for a trustee, at branch level for part of the family, or acrossrneverything for the principal.
Yes. Positions and cash are reconciled daily against each custodian’srnrecords, and reporting can be produced in any base currency using a singlerndocumented conversion basis applied consistently across every entity andrncustodian.
Yes. HedgeGuard is dual-native: digital assets sit on the same book of record asrnequities, bonds and funds, valued and reconciled in the same daily cycle. For arnfamily office, that means crypto holdings appear in the family’srnconsolidated statement rather than in a separate report that nobody reconciles.
Yes. A HedgeGuard operations team can run custodian reconciliation,rnconsolidation and reporting on your behalf as outsourced middle office, and handrnthe work back in-house on the same platform whenever you want to bring itrninside.
Yes. Each family’s data is segregated, with role-based access controlrndetermining exactly who can see what. Client data is hosted on EU-onlyrninfrastructure with AES-256 encryption at rest and TLS 1.3 in transit, and a SOCrn2 Type II report is available under NDA.
Next step
See the whole estate in one view.
Book a working session. We’ll look at how your entities, custodians and currencies are structured today, and what a consolidated book would look like for your office.