With over a decade of experience managing the data and information of UHNW families in a Multi-Family Office setting, G4 can help your family or firm create and maintain an organized portal solution specific for your needs and based off Family Office best practices.
A portal should be a vital tool for family members, advisors and future generations. Building it to be helpful for these groups now and in the future takes a considered approach. Investing in the initial decisions and setup, keeping the data organized and consistent, and having and experienced resource will greatly increase the odds of adoption and success.
Setup & Structure
Creating a portal structure that allows your group and outside advisors to access the information they have permission to view is unique depending on your goals. It’s also going to change as time goes on so being thoughtful at the beginning avoids extra headaches down the road. G4 can help you identify best practices with mockups and examples to help the decision-making process then build your setup for your needs.
Implementation
Once a plan has been made there will a phase of building, feedback and iterations. G4 has worked with many different types of firm setups and family structures. This experience helps in translating your goal to what will work with the technology and asking the right questions to do it efficiently.
Training & Administration
Using the portal effectively and securely is key to success once initial building is complete. G4 offers custom solutions to onboard your group depending on your needs. From training and process creation and documentation to full-service administration.
Support
G4 also offers ongoing support to help maintain and enhance your portal investment. Services include:
- Managing Documents and Files
- User Administration (logins, user creation etc.)
- File Sharing & User Data View Management
- External User Support
- Scanning Services