Wealth Managers &
Multi-Family Offices
Institutional-grade fund administration, reporting, and data solutions for wealth managers and multi-family offices
Alternatives power client opportunity
Wealth managers and family offices are under pressure to expand access to private markets. These strategies diversify portfolios, enhance returns, and deepen client relationships by offering institutional-grade exposure once limited to large investors.
But with opportunity comes higher expectations. Clients want transparency, governance, and reporting standards on par with leading institutional funds.
The challenge behind the opportunity
Designing pooled or evergreen vehicles requires precise data reconciliation across GPs, custodians, and entities. For wealth managers and family offices, clients expect consolidated reporting and institutional-grade transparency.
At the same time, expanding regulations from SEC filings FATCA (Foreign Account Tax Compliance Act, Common Reporting Standard, and Alternative Investment Fund Managers Directive) demand flawless execution. Lean teams face growing risks of inefficiency, reporting errors and ultimately, erosion of trust.
A Partner Built for the Demands of Modern Wealth
Alter Domus equips wealth managers and multi-family offices with scale, expertise, and technology to manage alternatives confidently.
The result: clarity, efficiency, and trust across every structure and strategy.
Institutional-grade infrastructure
We deliver the caliber of administration and asset services trusted by top private equity, real asset, and private debt managers, ensuring clients benefit from institutional-grade governance, transparency and reporting standards.
Scalable Solutions
Whether structuring pooled vehicles, administering evergreen or series funds, or reconciling complex cross-border portfolios, our platforms and deep expertise flex seamlessly as your business and client strategies evolve.
Technology advantage
With Alternative Data Management and Digitize capabilities, Investment Book of Record administration, and Addepar-integrated portals, we provide clarity and transparency across asset classes and entities, without the burden of building costly system in-house.
Operational relief
We manage reconciliations, treasury, onboarding, and audit preparation so your teams don’t have to. By offloading the operational burden, you focus more on client relationships and long-term growth.
The barriers we remove for Wealth Managers and Multi-Family Offices
Fragmented data sources
- Custodian files, manager statements, and internal spreadsheets rarely align, leaving gaps in performance and exposure visibility.
- Alter Domus normalizes and reconciles data daily, delivering a single source of truth across complex portfolios.
Non-alternative service providers that stop short
- Non-alternative service providers safeguard assets but don’t handle fund administration, reconciliations, or alternative-specific workflows
- Alter Domus closes this gap with comprehensive support across valuations, consolidated reporting, and alternative asset operations.
Late and inconsistent reporting
- Investor statements often arrive late or in incompatible formats, slowing decision-making and frustrating clients
- We streamline reporting cycles and deliver audit-ready outputs on schedule, in formats tailored to client needs.
Complex capital activity
- Cash operations—from handling commitments and drawdowns to distributions and FX—are error-prone and resource heavy.
- Our treasury specialists execute and monitor the full lifecycle, ensuring precision and timeliness in every transaction.
Onboarding bottlenecks
- Manual KYC/AML checks and subscription processing create delays, risking compliance breaches and poor investor experience.
- We digitize investor onboarding workflows to accelerate approvals, maintain compliance, and deliver a seamless client journey.
Multi-entity consolidation
- Tracking positions across multiple family entities, jurisdictions, and structures creates duplication and reconciliation risk.
- Alter Domus integrates cross-entity accounting and performance into clean, consolidated reporting.
Audit and regulatory scrutiny
- Increasing oversight from auditors and regulators demands controls that many lean teams struggle to evidence.
- Our independent NAV verification, control frameworks, and full evidence trails simply audits and enhance trust
Specialist talent gaps
- Hiring and retaining fund accountants, treasury staff, and technologists is costly and exposes firms to turnover risk.
- With 6,000+ professionals worldwide, we provide scalable expertise so you don’t need to build costly teams in-house.
Supporting your clients starts with the right partner
Whether you’re navigating complex structures, expanding into alternatives, or easing operational strain, Alter Domus helps wealth manager and family offices deliver with confidence.
Contact us today and our experts will show you how Alter Domus can help.
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