Free PDF Guide
The 4 Family Office Dashboards You Actually Need in 2026
A practical guide to net worth, performance, accounting, and reconciliation dashboards for modern family offices. See the key questions each dashboard answers, the elements it needs, and the drill-downs that matter.
10 pagesPDF formatFree download
What's inside
One chapter per dashboard, each with the key questions it answers, the elements it needs, and the drill-downs to look for.
Dashboard 1
Net worth & ownership
- Where is wealth held by asset class, entity, and vehicle?
- Who owns what within the family structure?
- What is the complete picture across all generations?
Dashboard 2
Performance
- What is the current performance across the whole portfolio?
- What is the status of illiquid holdings that report infrequently?
- How much liquidity is available for capital calls and new opportunities?
Dashboard 3
Accounting
- What are the realized and unrealized gains and losses across the portfolio?
- What income is being generated by source and type?
- What are the recurring costs: management fees, custody fees, taxes?
Dashboard 4
Reconciliation & data integrity
- Are transactions accurate?
- Is data consistent across systems?
- Do cash movements align with balances, with no missing or duplicate entries?
Also in the guide
- Why data aggregation powers everything, and what accurate reporting enables.
- How dashboards transform day-to-day operations for analysts, accountants, and operations teams.
- The security features to expect when consolidating a family's wealth data.
- A checklist of what makes a great dashboard, from integrated data to secure access.
Prefer to read online? Read the full article on family office dashboards.
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