Family Offices
Institutional-Grade Data
for Family Offices
42% of family offices still run on Excel. You manage multi-generational wealth across asset classes -- your data infrastructure should match the complexity of your portfolio.
42%
Family Offices on Excel
20+
Implementations
60
Day Deployment
100%
Client Retention
The Challenge
The Family Office Data Gap
You operate with institutional complexity but without institutional infrastructure. The gap between your portfolio sophistication and your data tools is widening every quarter.
Excel Dependency
42% of family offices rely on spreadsheets as their primary data tool. Multi-entity structures, co-investments, and direct holdings are tracked in files that one person understands. Key-person risk isn't just a portfolio concern -- it's an operational one.
Multi-Asset Complexity
Public equities, private credit, real estate, fund investments, direct deals, art, philanthropy -- each custodian and manager sends data in a different format. Getting a holistic view of total net worth requires days of manual aggregation.
Regulatory Reporting
FBAR, FATCA, state filings, K-1 coordination -- the regulatory burden is increasing every year. Preparing for audits means pulling data from dozens of sources and reconciling manually. One missed filing can trigger a cascade of consequences.
The Solution
How PLEXI Serves Family Offices
A platform designed to handle multi-entity, multi-asset-class complexity with the simplicity your team needs to operate daily.
Unified Wealth View
Every asset class, every entity, every custodian -- aggregated into a single dashboard. Real-time total net worth calculation across liquid and illiquid holdings. No more waiting for month-end statements to understand your position.
Multi-Entity Architecture
Built for the structural complexity of family offices: trusts, LLCs, foundations, and personal accounts all modeled natively. Roll-up reporting across any combination of entities with full audit trail.
Automated Compliance
Pre-built regulatory reporting workflows for FBAR, FATCA, and state-level requirements. Automated K-1 coordination across fund investments. Audit-ready data lineage from source through to filing.
Generational Continuity
Institutional-grade documentation and governance that outlasts any individual team member. Next-gen family members inherit organized, transparent data -- not a file server full of mystery spreadsheets.
What the Family Gets
- Real-time consolidated net worth across all entities and asset classes
- Automated custodian data ingestion (Schwab, Fidelity, Goldman, etc.)
- Multi-entity reporting with configurable roll-up hierarchies
- Regulatory filing preparation (FBAR, FATCA, state filings)
- Private investment tracking with capital call and distribution management
- Next-generation access controls and succession-ready documentation
Industry Reality
The 42% Problem
Industry surveys consistently show that 42% of family offices still use spreadsheets as their primary portfolio management tool. This isn't a technology problem -- it's a risk management problem.
When your CIO leaves, when an audit gets complex, when a next-gen family member asks for real-time access -- the spreadsheet breaks down. The question isn't whether to modernize. It's whether to do it on your timeline or in response to a crisis.
"We thought we could keep managing on Excel until our CIO gave notice. We had 72 hours to figure out where everything was. That's when we called PLEXI."
-- Family Office Principal, $800M AUM
42%
Still on spreadsheets
73%
Plan to upgrade in 24 months
60 days
Our average deployment time
0%
Disruption to daily operations
Your Migration Path
Audit
Map every spreadsheet, data source, and workflow across all entities
Connect
Integrate custodians, fund managers, and private investments into a unified platform
Automate
Build automated reporting, compliance workflows, and real-time dashboards
Operate
Train your team, document everything, and ensure generational continuity
Your Family Deserves Better Than Spreadsheets
30-minute call. We'll assess your current data maturity and show you a path to institutional-grade infrastructure -- without the institutional timeline.