A Simple Checklist to Help Family Offices Evaluate Their Alternative Asset Reporting Processes

Despite representing a significant portion of family office assets, alternative investments have a reputation of being difficult to track and report on as a part of the family's total net worth. To help family offices assess their alternative asset reporting process, SEI Family Office Services partnered with Canoe Intelligence to put together an evaluation checklist featuring questions focused on five key areas:

  • Document collection
  • Data access
  • Data transfer and delivery
  • Report creation
  • Report analysis

Download this simple checklist to help you open up the discussion around your firm's alternative investment reporting process and discover new, innovative tools that can help you automate and streamline your family office reporting operations.


Alternative Investment Reporting Process Evaluation Checklist_Web