Most family offices don’t set out to run a technology operation. It happens one piece at a time. Someone has to execute trades. Someone has to produce billing. Someone has to build the performance reports the family expects. Each job needs software, each piece of software needs a process, and each process needs a person who knows how to run it.
So you hire. Then you train. Then someone leaves, and you do it again.Every one of those responsibilities is necessary. None of them is the reason the family office exists. The real work is research and portfolio construction: deciding what to own, how to build it, and how it fits the family’s goals. That work now competes with six other jobs for the same hours and the same attention.
The cost shows up in the time and focus that go to keeping the machinery running instead of making investment decisions. And because the back end is internal, it’s only as strong as the few people who understand it.Most family offices don’t need a bigger operation. They need a smaller one.
Revisor simplifies the investment management process for family offices. We take the back-end work off your plate: the trading, billing and performance reporting, along with the software and processes behind them. You keep the decisions.
That means you can have a world-class investment platform without maintaining internal software, building internal processes, or hiring and training the people to run them. It’s plug and play. The environment is already built, and you step into it.What stays with you is the work that matters. You maintain control of portfolio design and construction, so the strategy is yours. You retain control of your data, so it stays yours. Revisor handles the execution behind it, including advanced tax management overlay, custom portfolios and individual stock portfolios, and can quickly build new or custom strategies as your needs change.
The result is a family office that looks different from the inside. Where your attention used to split seven ways, it goes to two things: research and portfolio construction. You get a world-class investment platform, and you stop maintaining internal software, processes and employees to run it. With Revisor, your focus goes back to two things: research and portfolio construction.
Skip the complex back-end environment. Revisor is already built, so there’s no software to select, no systems to configure and no processes to design from scratch. You plug into a platform that’s ready to run. When applicable, we also guide the transition, so moving over is smooth, integrated and as light a lift as possible. Clients tell us it’s easy. One described plugging in without spending “even one hour” of their own time piecing it together.
Portfolio design and construction stay with you. Outsourcing the back end shouldn’t mean giving up the strategy, and with Revisor it doesn’t. You decide what to own and how to build it. We execute it, including household-level asset management with control over the tax logic rule set, tax-sensitive trading and custom strategies built as your needs change. If you want a specific approach to tax-loss harvesting or capital gains budgeting, we can build the exact plan you want.
Take the work that interferes with your family office priorities off your plate. Trading, billing and reporting are necessary, but they aren’t where a family office adds value. When Revisor handles them, you stop hiring and training people to run them, and the hours go back to research and portfolio construction. We aim to be as responsive as your own staff. Call, text or reach out the way you would with an internal employee.
Built for complexity
Revisor builds back-end solutions for family offices. Our technology handles advanced tax management overlay and custom portfolios, with the flexibility to meet your investment goals.
Flexible by design
We accommodate family office investment structures, including private equity, hedge funds and hard assets.
A simple transition
When applicable, Revisor guides you through the transition so it’s smooth, integrated and as light a lift as possible.Maximimze
Accuracy
Trading and reporting accuracy is where we hold ourselves to the highest bar.
Pricing that makes sense
Outsourcing to Revisor generally runs between 1 and 5 bps, and flat pricing is available. You eliminate the daily hassles at a cost equal to or less than building these resources internally.
An extension of your team
Call, text or reach out the way you would with internal employees. We aim to be just as responsive as your own staff, or more so.
All Revisor services mesh into a seamless, fully-integrated Family Office Platform. Choose exactly what you need to succeed.
Access to outperforming model portfolios, outsourced CIO services, investment research, custodial services and trading execution that will grow your wealth and avoid tax pitfalls.
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Fully integrated tech stack: Revisor uses industry-standard technology, financial planning, portfolio management, billing, reporting and client portal tools, pre-configured and maintained just for you. See the stack →
Build repeatable workflows, streamline service processes, train your team, and reduce the manual work that interferes with your real focus
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Aggie Johnson, Owner, Willkate
Free consultation
30 minutes, no pitch, just answers.
