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Family Office

One view across every entity

Trusts, LLCs, personal accounts, foundations. Your team reconciles them across multiple custodians every quarter. PitCrew consolidates the data, flags what doesn't match, and builds the reporting package as it goes.

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The Reality

The complexity that comes with multi-entity wealth

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No single view of the family

Each entity sits at a different custodian with its own login, its own statements, its own format. Getting a consolidated picture means logging into four portals and merging spreadsheets by hand.

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Fees checked entity by entity

Advisory fees, custodian fees, fund expenses, and manager fees across every entity. Each one billed differently, documented in different formats. Validating against IPS terms takes days per quarter.

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Reporting is a quarterly fire drill

The family expects a consolidated report showing performance, allocation, and net worth across all entities. Building that report means pulling data from every custodian, reconciling it, and formatting it to the family's preferences.

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Compliance across entity types

Trusts have distribution rules. Foundations have minimum payout requirements. LLCs have operating agreements. Each entity type has its own compliance obligations tracked in different places.

Chief Investment Officer Operations Director Controller Family Principal

How It Works

The grunt work across every cycle

From daily position checks to annual trust reviews. Each tab shows what your team handles today and what changes with PitCrew.

Workflow
Today
With PitCrew
syncMulti-Custodian Reconciliation
Positions across Schwab, Fidelity, Goldman, Pershing, and others. Each custodian reports differently. Your team reconciles entity by entity in spreadsheets.
All custodian positions pulled, normalized, and compared against your internal records. Breaks flagged across every entity. One consolidated view, every day.
monitoringCash Flow Monitoring
Distributions, capital calls, trust disbursements, and operating expenses across all entities. Cash movements tracked in separate systems with no consolidated view.
Cash flows tracked across every entity and custodian. Unusual movements flagged. Liquidity position visible in one place.
compare_arrowsTransaction Matching
Trades executed across multiple accounts and custodians. Allocations, fills, and settlements compared manually to confirm nothing was missed or misbooked.
Transactions matched across custodian confirmations, internal records, and broker statements. Mismatches surfaced before settlement.
sensorsData Feed Integrity
Custodian data feeds, pricing services, and portfolio accounting systems deliver files on different schedules. Format changes or missing files go unnoticed until someone downstream catches an error.
Every feed monitored for completeness and format consistency. Missing or late files flagged before they affect downstream reporting.
Workflow
Today
With PitCrew
summarizeConsolidated Family Report
The family wants one report showing net worth, performance, and allocation across all entities. Building it means pulling data from every custodian, reconciling discrepancies, and formatting to the family's preferences.
Consolidated report generated from reconciled data across all entities and custodians. Your team reviews the output, not the assembly.
price_checkFee Validation
Advisory fees, custodian fees, fund expenses, and manager performance fees across every entity. Each billed on different schedules and terms. Verifying against IPS and agreements takes days.
Fees calculated against each entity's terms, compared to what was billed. Discrepancies flagged with supporting documentation. Every calculation logged.
bar_chartPerformance Attribution
Performance measured at the entity level and consolidated level. Asset class attribution, benchmark comparison, and manager evaluation assembled from multiple data sources.
Performance calculated per entity and consolidated. Attribution and benchmark data pulled from your systems. Reports formatted per family preferences.
account_balanceAlternative Investment Valuation
Private equity, real estate, hedge fund, and venture capital holdings valued on different schedules. Capital account statements arrive quarterly, often late. Integrating them into the consolidated view is manual.
Alternative investment data extracted from capital account statements and GP reports. Values updated in the consolidated view when statements arrive. Stale valuations flagged.
Workflow
Today
With PitCrew
gavelTrust Administration Review
Trust documents specify distribution rules, investment restrictions, and beneficiary provisions. Annual reviews require checking actual activity against trust terms across every trust entity.
Trust activity compared against document terms. Distribution compliance, investment restriction adherence, and beneficiary provisions verified. Exceptions flagged for counsel review.
calculateTax Package Coordination
K-1s, 1099s, and other tax documents arrive from every custodian, fund manager, and partnership. Coordinating with tax advisors means organizing documents from dozens of sources.
Tax documents collected, organized by entity and tax year, and delivered to your tax advisor in a structured package. Missing documents tracked and flagged.
volunteer_activismFoundation Compliance
Private foundations must meet minimum distribution requirements (5% of assets). Tracking qualifying distributions, excise taxes, and grant commitments across the year.
Distribution pacing tracked against the 5% requirement throughout the year. Grant commitments, qualifying distributions, and excise tax calculations monitored. Shortfall alerts before year-end.
assessmentInvestment Policy Review
Each entity has its own IPS with target allocations, risk parameters, and manager guidelines. Annual review means comparing actual portfolios against policy targets across every entity.
Actual allocations compared against IPS targets for every entity. Drift beyond thresholds flagged. Manager performance reviewed against guidelines. Evidence compiled for governance meetings.
Workflow
Today
With PitCrew
person_addNew Entity Setup
New trusts, LLCs, or accounts require custodian onboarding, document collection, system configuration, and integration into consolidated reporting. Weeks of coordination across multiple parties.
Entity onboarding checklist runs across custodians and internal systems. Documents collected, accounts configured, and reporting integration verified. Your team handles approvals, not logistics.
forumFamily and Advisor Inquiries
Family members ask about specific entities, performance, distributions, and fees. Advisors request documentation for estate planning, tax filings, and compliance. Each inquiry means assembling data from multiple sources.
Responses assembled from consolidated data and evidence trail. Entity-specific or family-wide data pulled automatically. Your team reviews and sends.
swap_horizManager Transition
Changing investment managers means liquidation, transfer, and re-allocation across affected entities. Tracking the transition from termination to full deployment, confirming all assets moved correctly.
Manager transition tracked from termination notice through final settlement. Position transfers verified against expected holdings. New manager allocations confirmed against IPS.
real_estate_agentLiquidity Event Processing
Real estate closings, private equity distributions, company sales, and other liquidity events create large cash inflows that need to be allocated, invested, and documented across the right entities.
Liquidity event proceeds tracked from receipt through allocation. Investment of proceeds monitored against family guidelines. Documentation compiled for tax and governance records.

PitCrew Skills

8 Skills configured for family offices

A Skill is an agentic workflow that connects to your systems, runs the work end-to-end, surfaces exceptions for your team to review, and produces a complete evidence trail. PitCrew ships 8 Skills out of the box. Our team configures each one to your family's entities, custodians, and policies.

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Reconcile Data

Compare positions, balances, and transactions across every custodian and entity. Schwab, Fidelity, Goldman, Pershing, and others. Flags breaks, auto-resolves formatting differences.

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Review Documents

Review trust documents, operating agreements, IPS terms, and compliance reports against actual entity activity. Flags exceptions before they become governance issues.

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Extract Data

Pull structured data from capital account statements, K-1s, GP reports, and tax documents. No more manual re-keying from PDFs across dozens of fund managers.

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Validate Fees

Validate advisory fees, custodian fees, fund expenses, and manager performance fees across every entity. Compare against IPS terms and fee schedules. Flag overbilling.

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Onboard Entities

Set up new trusts, LLCs, foundations, and accounts across custodians and internal systems. Collect documents, configure reporting, and integrate into consolidated view.

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Generate Reports

Assemble consolidated family reports, entity-level statements, performance attribution, and tax packages from reconciled data across all custodians.

monitoring

Monitor Drift

Continuous monitoring for allocation drift, IPS threshold breaches, and data discrepancies across all entities. Detects issues before they reach family reporting.

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Respond to Inquiries

Assemble responses to family member questions, advisor requests, and auditor inquiries from your consolidated data and evidence trail. Entity-specific or family-wide data pulled automatically.

Integrations

Connects to the systems your family office runs on

Don't see yours? We build custom integrations for whatever your firm runs on.

Custodians

  • Schwab
  • Fidelity
  • Goldman Sachs
  • Pershing

Portfolio Accounting

  • SS&C Advent APX
  • Orion
  • Black Diamond
  • Archway / SEI

CRM

  • Salesforce
  • Wealthbox
  • Redtail
  • Dynamics 365

Accounting / GL

  • QuickBooks
  • NetSuite
  • Sage Intacct
  • Bill.com

Document Management

  • SharePoint
  • DocuSign
  • Box
  • Dropbox

Alternatives / PE

  • BlackRock eFront
  • Burgiss
  • FIS Investran
  • Carta

Reporting & Analytics

  • Addepar
  • FundCount
  • Eton Solutions AtlasOne

Market Data

  • Bloomberg
  • Morningstar
  • LSEG

Productivity

  • Outlook
  • Teams
  • Excel

Frequently asked questions

Last updated:

How does PitCrew handle multiple entity types?

PitCrew treats each entity (trust, LLC, foundation, personal account) as a separate unit with its own custodian connections, compliance rules, and reporting requirements. Reconciliation and reporting run at both the entity level and the consolidated family level.

Can PitCrew connect to multiple custodians?

Yes. PitCrew connects to Schwab, Fidelity, Goldman Sachs, Pershing, and other custodians simultaneously. Each entity can sit at a different custodian. Our team handles all integration setup during the engagement.

How are alternative investments handled?

PitCrew extracts data from capital account statements, GP reports, and K-1s as they arrive. Alternative investment valuations are integrated into the consolidated view with clear timestamps showing when each valuation was last updated. Stale valuations are flagged.

Can reports be customized per family?

Yes. Consolidated reports, entity-level statements, and performance attribution are all configured to the family's preferences during setup. Report formats, benchmarks, groupings, and delivery schedules are all customizable.

How is family data protected?

PitCrew is SOC 2 Type II certified. Hosted on AWS with three-tier network isolation, encryption at rest, TLS 1.2+ in transit, and Multi-AZ deployment. Zero data retention after processing. All integrations use secure OAuth authentication. Your data is never used for model training.

Stop assembling reports by hand. Start with a diagnostic

We review your entities, custodians, and reporting workflow. Then we show you exactly where PitCrew fits. 15 working days from first call to production.

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verified SOC 2 Type II
delete_forever Zero Data Retention
cloud_done Hosted on AWS