Forbes Family Trust Location: New York, New York; Philadelphia, Pennsylvania; Palm Beach, Florida; London, England; Paris, France; Geneva Switzerland Description: Multi-Family Office AUA: $25 billion with affiliates Implementation Year: 2017 BACKGROUND: — Founded as the family office for the Forbes family, now serves as a multi-family office — Wanted to implement a more efficient and scalable reporting system — Sought a modern way to track and report on illiquid and alternative assets BENEFITS: — Provided Forbes Family Trust with a unified technology system — Outsourced data reconciliation saves time, creates efficiencies, and delivers scale — Comprehensive data feeds from multiple custodians, along with the tracking of illiquid assets provides ease of holistic re

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