FAMILY OFFICES
Clarity. Control. Continuity.
Business intelligence designed for Family Offices managing complex, multi-asset wealth.
What We Do for Family Offices
Lakestream BI gives Family Offices a clear, consolidated view of their entire wealth ecosystem.
We integrate data from banks, portfolios, and private assets to simplify oversight, reporting, and governance.
MANAGED
FRONT-TO BACK
SERVICES
OUTSOURCED
COO
CONSULTING
Our Capabilities
Streamline every layer of your investment operations - from data integration to investor reporting.
Data Management
Maintain a single, real-time source of truth across portfolios, custodians, and administrators.
Performance Measurement & Attribution
Understand what's driving portfolio returns and benchmark performance in real time.
Reconciliation & Data Validation
Eliminate breaks and ensure consistent, validated trade and position data across custodian(s).
Risk Analytics
Assess exposures, model scenarios, and consolidate risk across portfolios instantly.
Valuation & Pricing Support
Validate NAVs and prices independently to ensure accuracy across all asset classes.
Client & Investor Reporting
Deliver transparent, automated reports that strengthen client trust and engagement.
Compliance & Regulatory Reporting
Monitor investment limits and breaches and automate regulatory reporting with audit-ready data.
Trade Support & Confirmation
Streamline trade matching, cash monitoring, and settlement tracking across all accounts.
Built to support the full spectrum of investment structures and asset classes
Our platform supports multi-asset portfolios — from traditional securities to alternatives — ensuring consistent performance, risk, and regulatory data across all holdings.