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BACKGROUND A multi-family office with thousands of clients hired Meradia for assistance with information delivery content and strategy. With increasing industry competition and fee pressure, leadership wanted to ensure their clients understood the full breadth of services provided and information delivery platforms, such as reporting, reflected this. Historically, reporting focused primarily on investment management with
Read Full ArticleOperational Assessment for Multi-Family Office
BACKGROUND Meradia was retained by a family office to assess their investment application stack, organizational design and operational processes. Like many investment management firms, the company had grown over time and had come to realize it was time to take a holistic review of their organically grown patchwork of systems and overall operating model that
Read Full ArticleAccounting RFP for Multi-Family Office
BACKGROUND Meradia was retained by a multi-family office to assess their investment application stack, organizational design and operational processes. Like many investment management firms, the company had grown over time and their system stack had become patchworked, resulting in an operating model that had become overly manual and inefficient. Our initial assessment determined that most
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