Family Office Transparency: Gaining Institutional-Grade Insight Across Private & Public Markets

Family Offices are managing increasingly complex, multi-asset portfolios and with this diversification comes the need for a more complete, coherent and data-driven view of the entire portfolio, one that mirrors the quality, rigor and transparency traditionally associated with institutional investors.

With expanding private market allocations, rising exposure to alternatives, and heightened volatility across public markets, Family Offices are under pressure to deliver a more complete, timely and transparent view of total portfolio risk and performance.

Join MSCI experts who will help you understand how a modern Family Office can combine the strength of public market data with well-structured private market transparency, creating a complete picture that supports better-informed decisions, streamlines governance and operations, whilst supporting principals and next-gen stakeholders with clearer, actionable insights.

Attendees will gain insights into:

• The biggest transparency challenges facing family offices as private market allocations accelerate

• How to unify public and private data into a single, consistent, multi-asset view that principles and investment teams can rely on

• What institutional-grade insight looks like from standardized valuations and exposure mapping to scenario analysis, benchmarking and performance attribution

• How to compare public and private investments using consistent frameworks, including performance, factor exposure, risk, liquidity and pacing

• The role of modern technology, automation and AI in scaling reporting, data collection and enrichment from managers, cashflow tracking and governance workflows for lean teams

• The building blocks of a unified, multi-asset data architecture that enhances clarity without disrupting existing systems

• How leading Family Offices are transforming decision-making through improved transparency, scenario insights, robust committee reporting and next-gen engagement

Whether you’re navigating rapid private market growth or looking to enhance your digital tech-stack and capabilities, this practical, high-value session will provide clarity on how transparency can transform your investment oversight.