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Solutions for Family Offices

Multi-Generational Wealth Aggregation With Institutional Tools

Aggregate portfolios, enforce mandates, and deliver customized reports across client entities. ZagTrader empowers family offices to manage multi-generational wealth across global portfolios.

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ZagTrader for Family Offices

ZagTrader empowers family offices to manage multi-generational wealth across global portfolios. With portfolio aggregation, mandate enforcement, custom reporting, and compliance tools, you gain full visibility and control over complex holdings.

Consolidate assets. Control risk. Customize reporting. Preserve wealth.

Unified Wealth Management Infrastructure for Multi-Entity Families

ZagTrader simplifies complex family office structures with account aggregation, discretionary portfolio tools, and real-time oversight across asset classes

Multi-Entity Portfolio Aggregation

Combine holdings from individual, joint, trust, and corporate accounts into consolidated family views. Track exposures and NAV in real time.

Custom Reporting & Statements

Generate tailored performance reports, asset allocation visuals, and cash flow statements — branded per family, per entity.

Investment Mandate Enforcement

Define custom mandates (e.g., ESG, religious filters, liquidity rules) and enforce through pre-trade and post-trade compliance.

Multi-Asset Coverage

Manage equities, fixed income, alternatives, real estate, and crypto — all within the same interface, with tax-lot tracking.

Fee & Cost Transparency

Track performance-based fees, management charges, and third-party commissions in one view.

Relationship & Role Management

Control user access levels for family members, advisors, and trustees. Maintain a full activity timeline and audit log.

Key Features

Multi-Entity Wealth Aggregation

Create a consolidated view of family wealth across individuals, trusts, foundations, and operating companies. Track performance, exposure, and allocation at both the entity and family level.

Alternative Investment Tracking

Manage private equity, real estate, art, collectibles, and other alternative investments alongside traditional assets. Track capital calls, distributions, and valuations with custom reporting.

Tax-Aware Investment Management

Optimize investment decisions with tax-lot tracking, gain/loss harvesting, and jurisdiction-specific tax reporting. Generate tax-ready reports for accountants and advisors.

Ready to Enhance Your Family Office Operations?

See how ZagTrader can help you consolidate portfolios, streamline reporting, and preserve wealth across generations

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