Household and entity architecture
Systems and records that represent complex ownership, entities, accounts, relationships and service responsibilities without collapsing legitimate distinctions.
Multi-family offices
Technology and operations for multi-family offices.
Joans works with multi-family-office leadership on architecture and operating design across households, entities, portfolio and partnership records, reporting, identity and access, internal teams and outside specialists.
Architecture in context
Consolidating information without flattening access boundaries
Joans can define the architecture across portfolio accounting, document management, CRM, partnership records, reporting, identity and external providers. The design identifies authoritative data, appropriate segregation, provider responsibilities and the controls required to manage exceptions and produce reliable reporting.
CONTEXTRESPONSIBILITYPERMITTED INFORMATION
Household ARelationship teamHousehold-authorized records
Household BSpecialist teamMatter-authorized records
Shared servicesOperations + reportingApproved common services
Household and shared-service contexts have distinct responsible teams and permitted information. Common platforms do not remove the access boundaries between them.
Institutional context
Priorities across households, entities and shared services
MFO executives, client-service leaders, operations teams, reporting owners and technology leaders
Information boundaries
Identity, access and segregation appropriate to household agreements, internal roles, outside specialists and confidential matters.
Reporting operations
Clear sources, review responsibilities, exception handling and provider dependencies across portfolio, partnership and administrative reporting.
Provider architecture
A coherent design across portfolio accounting, CRM, document systems, Microsoft 365, data services and specialist providers.
Change at institutional scale
Implementation, testing and adoption that account for varied services, permissions and stakeholder needs across the office.
Engagement scope
Work is defined around the institution’s priority.
A mandate can address architecture, information governance, reporting operations, provider design or implementation leadership. Scope reflects the office’s service model, confidentiality requirements, systems and provider network.
REPRESENTATIVE WORK PRODUCTS
- Systems, providers and information-flow assessment
- Identity, access and responsibility design
- Target architecture and provider decision record
- Implementation sequence, acceptance criteria and delivery leadership
Joans works on technology, operations, and implementation. Investment, legal, tax, compliance, and other professional judgments remain with the client and its appointed professionals.