Case Study: Operational Assessment for Multi-Family Office BACKGROUND Meradia was retained by an $8 billion AUM multi-family office to assess their investment application stack, organizational design and operational processes. Like many investment management firms, the company had grown over time and had come to realize it was time to take a holistic review of their organically grown patchwork of systems and overall operating model that had become overly manual and inefficient. Priority functional pain areas centered around trading, accounting, reconciliation, performance calculation, reporting, document strategy and CRM. Meradia was retained to examine technology and operations, document the current state workflows, interview users, summarize the results and to develop a road map for

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