Multi-Family Office — US and Middle East

The Client

A multi-family office headquartered in the US with significant operations in the Middle East, managing diversified portfolios across private equity, real estate, and direct operating businesses on behalf of three principal families. The office employed a small team of eight professionals and relied heavily on external managers for asset-level execution.

The Challenge

The office’s internal team was stretched thin. With portfolios spanning multiple asset classes, geographies, and currencies, the Managing Partner and investment team spent a disproportionate amount of time on routine analytical work — consolidating performance reports from external managers, reconciling NAV statements, preparing quarterly family reports, and maintaining cash flow projections across the portfolio.

The quality and timeliness of reporting had become a point of frustration for the families. Reports were frequently delayed, formats were inconsistent across asset classes, and the investment team had little bandwidth remaining for the forward-looking analytical work (scenario modelling, allocation analysis, co-investment evaluation) that the families valued most.

The office had considered hiring a full-time analyst, but the breadth of work required — spanning financial reporting, portfolio analytics, and ad hoc investment research — made it difficult to find a single hire who could cover all three areas at the required standard.

Internally, the team did not have the bandwidth or the research capability to produce this work. Hiring a strategy consultancy for a one-off engagement felt disproportionate, and the company wanted an ongoing analytical relationship rather than a single deliverable.

What Quantiva Delivered

Quantiva provided a dedicated analyst under our Dedicated Teams model. The analyst was assigned full-time to the family office, working directly with the Managing Partner and investment team as an integrated member of their operation. The analyst’s initial focus was on professionalising the office’s portfolio reporting. This involved building a consolidated reporting framework that standardised performance data across asset classes — private equity fund positions, direct real estate holdings, and operating business financials — into a single, family-level quarterly report. Each family received a tailored version reflecting their specific allocations, return targets, and liquidity requirements.

With the reporting infrastructure stabilised, the analyst’s role expanded to include ongoing cash flow forecasting across the portfolio (incorporating capital calls, distributions, operating income, and planned commitments), scenario modelling for proposed new allocations, and preliminary due diligence analysis on co-investment opportunities surfaced by the office’s external managers.

The analyst attended the office’s weekly investment meetings, maintained all portfolio models, and served as the primary analytical resource for both day-to-day reporting and strategic planning work. All output was delivered to the standard the families expected for their internal reviews, with no additional rework required by the investment team.

The Outcome

Quarterly family reporting turnaround improved from three weeks to five business days. The Managing Partner estimated that the investment team recovered approximately 15 hours per week previously spent on manual data consolidation and report preparation.

The families responded positively to the improved reporting quality and consistency, and the office has since used the freed-up analytical bandwidth to evaluate and execute two co-investments that would not have been feasible under the previous workload.

The Quantiva analyst has remained with the family office on a continuing basis, now entering the second year of the engagement. The scope has expanded to include annual allocation review analysis and bespoke research reports on sectors of interest to the principal families.