Family offices demand the institutional rigor of a hedge fund with the discretion and personalization of a private firm. Our team delivers both.
What Matters Most
Family data requires exceptional discretion. We architect systems that minimize exposure and apply institutional-grade access controls to sensitive information.
Multi-custodian, multi-entity, multi-generational. We have managed complexity at hedge fund scale — and that experience translates directly to family office environments.
Consolidated views across all assets — investments, real estate, private holdings. One authoritative view for principals and their advisers.
What We Deliver
We bring hedge fund IT discipline — operational rigor, vendor authority, compliance-first architecture — to the family office context.
Consolidate positions, performance, and transactions across multiple custodians into a single, reconciled data layer.
Reporting across investments, real estate, private holdings, and alternative assets — in a single institutional-quality view.
Information classification, access controls, and data handling policies designed around the privacy requirements of high-net-worth families.
Targeted threat assessment and security architecture that addresses the unique risk profile of family office environments.
Technology governance frameworks that accommodate multiple principals, generations, and permissioned data access across family entities.
RPO/RTO-aligned DR architecture with tested failover procedures — built to protect family assets and operational continuity.
Reporting platforms, CRM, document management, and security — evaluated and negotiated on your behalf with operator-level knowledge.
Platforms We Deploy
Aggregation, reporting, document management, CRM, and cloud platforms — deployed and integrated as a cohesive system, not a collection of siloed tools.
New to Chadsel?
New clients receive $500 toward any service. No obligation — just a straightforward way to start working together.
(212) 749-9408