Multi-family offices manage layered, multi-entity wealth structures. Vantage lets you see risk across every family relationship — consolidated, stress-tested, and ready to present.
12
sections per analysis
60s
per portfolio
∞
portfolios per firm
Every feature scales to the demands of a multi-family office relationship.
Run stress tests across multiple family portfolios simultaneously. Compare results side-by-side to spot shared risk and family-level concentration.
Aggregate exposures across all family entities — revocable trusts, LLCs, IRAs, taxable accounts — to see the true family-level factor loadings.
Every PDF carries your firm's logo and custom disclaimer. Clients see your practice's name — not a third-party tool — on every deliverable.
Every analysis is timestamped, branded, and saved to run history. Build an audit trail for every family relationship automatically.
Produce analysis across 10 family portfolios in the time it used to take for one
Identify when two families carry the same concentrated risk and address it proactively
Meet the documentation expectations of complex, multi-generational family relationships
Scale your analytical capacity without scaling your team