Family offices managing multi-generational wealth, direct investments, and complex fund allocations require more than generic spreadsheets. Prism provides the holistic portfolio visibility, entity management, secure reporting, and governance controls that private wealth demands.
The operational reality
Family offices are managing complex, multi-asset portfolios on fragmented tools
The operational demands on family offices are unique. Managing direct investments, fund commitments, and complex entity structures across multiple generations requires a unified data layer to ensure accuracy, privacy, and seamless reporting to principals.
Aggregating fragmented asset classes
Direct equity investments, LP commitments to venture funds, real estate, and co-investments often sit in disconnected spreadsheets. Investment teams spend weeks reconciling data across different vehicles rather than analyzing true exposure and performance.
Complex entity and trust structures
Managing wealth across various trusts, holding companies, and individual family members requires meticulous mapping. Generic tools fail to accommodate these intricate ownership hierarchies and the strict privacy walls required between different branches of a family.
Reporting to principals is high-effort
Producing consolidated quarterly updates, tax-ready data, and bespoke reports for family members requires pulling data manually. The effort is highly prone to error, and distributing sensitive wealth data via email introduces severe security vulnerabilities.
How Prism addresses this
One connected environment for multi-generational wealth management
Multi-asset portfolio visibility
Prism consolidates direct company equity, LP fund commitments, and real assets into a single live environment. NAV, deployed capital, and liquidity events are maintained continuously. Sector, geography, and currency exposure are tracked in real time, giving your investment committee an immediate, holistic view of the family’s true exposure.
Strict privacy and structured governance
Privacy is paramount for family offices. Prism utilizes granular role-based access control (RBAC), allowing you to restrict what specific family members, trustees, or external advisors can see. Every document view, approval, and administrative action is recorded in Prism’s tamper-evident audit log.
Principal reporting and secure portal
Report packs are generated directly from Prism’s live data, removing the manual assembly step from quarterly updates. Each family member or trustee receives access to a dedicated, branded portal scoped strictly to their permitted entities, with document watermarking and full access logging.
Entity management and relationship CRM
Map your office’s complex hierarchy of trusts, SPVs, and holding companies. Prism’s integrated CRM and deal workflow allow your investment team to track proprietary deal flow, manage co-investments alongside other family offices, and maintain a centralized ledger of all external fund manager relationships.
Capital mechanics and liquidity tracking
Capital calls, direct investment fundings, distribution tracking, and liquidity events are all managed within Prism. Reconcile called and uncalled capital across your external fund commitments and track the precise inflow and outflow of capital across the family’s investment vehicles.
Integrations and wealth data connectivity
Prism connects to your existing infrastructure through outbound webhooks, API key-based data ingest, and SSO integration with your identity provider. Portfolio data can be exported to seamlessly connect with external accounting tools or visualization platforms like Power BI.
Security and compliance
Enterprise-grade security for private wealth
Family offices handle highly sensitive personal and financial data. Prism is engineered to provide banking-grade protections at every layer — from infrastructure to application to access control.
LUKS encryption at rest and in transit
All data on LUKS-encrypted volumes. TLS at Cloudflare edge and Nginx. No unencrypted connections accepted at any point.
Tamper-evident audit logs
SHA-256 hash-chained log of every action. Alteration is cryptographically detectable. Retained for seven years.
Enterprise SSO and MFA
Full OIDC SSO with Azure AD, Okta, and Google Workspace. Users inherit your corporate MFA policies throughout.
UK GDPR compliant
Data processed under UK GDPR and the Data Protection Act 2018. Full documentation at perspect.finance/security.
Common questions
Questions from family offices
Yes. Prism allows you to track both direct equity positions in private companies and LP commitments to external venture or private equity funds simultaneously. You can monitor capital calls, distributions, and unified performance metrics across the entire portfolio.
Yes. Prism’s flexible CRM and entity mapping tools allow you to model complex ownership hierarchies. You can assign specific assets or commitments to underlying trusts, holding companies, or individual family members, ensuring accurate accounting and reporting per entity.
Prism utilizes strict role-based access control (RBAC). You can configure permissions so that individual principals or trustees only have access to the specific portfolios, entities, and documents relevant to their branch of the family, ensuring complete internal confidentiality.
Yes. Prism includes a robust bulk CSV import tool with intelligent column mapping and field validation. This supports the migration of historical direct investments, fund commitments, transaction histories, and contact records without requiring manual data entry.
Yes. Whether you are managing the wealth of a single principal or operating a multi-family office with distinct client portfolios, Prism’s multi-tenant architecture allows you to segregate data and scale operations securely without intermingling highly sensitive records.
See how Prism works for family offices
Explore the full platform with example portfolio data, entity records, and governance workflows — no account required.
Family office software evaluation paths
