Operational Assessment for Multi-Family Office

BACKGROUND Meradia was retained by an $8 billion AUM 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 had come to realize it was time to take a holistic review of their organically grown patchwork of systems and overall

Read Full Article

Accounting RFP for Multi-Family Office

BACKGROUND Meradia was retained by an $8 billion AUM 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

Read Full Article