Forbes Family Trust

2 Pages

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 reporting.

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