Family OfficesIntelligence across the total portfolio
Managing wealth across assets, entities and mandates can be complex. MSCI Private Assets solutions are designed to support a consolidated view across private asset portfolios, helping Family Offices analyze exposures, monitor investments and support long-term decision-making.
Featured product: Total Plan ManagerA unified view for every generation of wealth
Total Plan Manager connects your public, private, and unstructured assets in one transparent, decision-ready platform empowering Family Offices to monitor performance, manage risk and plan capital with confidence.
See clearly into your entire portfolio
- Access your full portfolio across public and private assets
- Institutional-grade analytics and multi-asset insights
- Harmonized data from custodians, GPs and fund administrators
- Benchmarks that reflect real private-market behavior
Operate seamlessly with intelligence built for family offices
- Manage complex, multi-entity and multi-generational portfolios in one place
- Structures aligned with governance and ownership models
- Reporting aligned to the needs of different decision-makers
- Views focused on long-term objectives and strategic decision-making
Act confidently with an integrated data foundation
- An analytical foundation designed to support timely, disciplined decision-making
- MSCI benchmarks and analytics
- Independent credit insights provided by Moody’s
- Multi-asset risk, exposure and liquidity analysis
- Scenario modeling to assess portfolio behavior across market conditions
View your entire portfolio in one place
Unify public markets, private funds, direct investments and cash positions into one analytical framework.
See the true drivers of risk and performance
Identify drivers of return, concentration and exposure across asset classes using institutional risk models.
We can help you evaluate future decisions with confidence
Model transactions, forecast cash flows and evaluate allocation decisions across future scenarios.
Explore more productsPortfolio analytics and insights for modern Family Offices
MSCI supports Family Offices in analyzing investments, comparing performance, and bringing structure to reporting across private assets, real assets and public markets. Gain a consistent view, review exposures and support disciplined oversight across complex portfolios.
Private i®
Assess risk and performance across private investments with advanced analytics that help give family offices clear insight into exposures.
Private Assets Indexes
Benchmark private market performance against peers using institutional benchmarks for clear performance context.
Private Capital Transparency
Independent LP- and GP-sourced private market data that improves transparency and benchmarking across private capital portfolios.
Private Credit Solutions
Institutional-grade data and analytics that help evaluate performance, risk and income across private credit strategies.
You don’t just manage assets.You build legacies.
Our upcoming Family Office webinar
Family Office Transparency: Gaining Institutional-Grade Insight Across Private & Public Markets.
The latest in Private Assets research
Discover data-driven insights bringing clarity to private markets.
Total Plan Manager
Manage your total portfolio with integrated analytics, risk management and data-driven insights across public and private assets.