A complete view of family wealth.
Bring trusts, companies, portfolios and investment vehicles into a single view. See how wealth is structured, where assets sit and how they connect across the broader family group, without relying on multiple reports, spreadsheets or providers.
Full support for private and alternative assets.
Bring private equity, unlisted holdings, direct property and alternatives into the same view as listed investments, so the full breadth of family wealth is captured, valued and reported on consistently.
Reporting that underpins governance and trust
The larger the family wealth pool, the greater the need for transparency. Praemium helps you deliver highly accurate, consolidated reporting that supports family councils, board and investment committees and stands up to audit scrutiny, giving every stakeholder confidence in the numbers.
Create capacity for strategic work
Family offices deliver the most value when they can focus on stewardship, planning and long-term decision-making. By bringing information, reporting and operational processes together, Praemium helps reduce administrative effort and create more time for strategic priorities and family engagement.
Supporting the next generation
Retaining the next generation starts long before the transfer, in the conversations you lead today and the moments where their voice is heard first. Praemium supports you with the research, insight and reporting foundations to make those conversations easier to lead.
Privacy and control at every level
A family office platform brings investment reporting, governance and operational workflows into a single environment so complex family wealth can be managed with clarity, control and a consistent view across entities and asset types. Praemium provides this as a purpose-built family office platform, consolidating trusts, companies, portfolios and investment vehicles into one connected view.
Family offices need a family wealth management platform that supports multi-entity structures, consolidated reporting and whole-of-wealth visibility, with strong governance and access controls for accurate decision-making across generations. Praemium delivers all of this on one platform, backed by over 25 years supporting sophisticated wealth and award-winning reporting and data capability.
Consolidated reporting brings data across entities, asset classes and structures into a single source of truth, so investment, tax and governance decisions rest on a complete and consistent view of family wealth. Praemium's consolidated wealth reporting is built to underpin family councils, boards and investment committees, and stands up to audit scrutiny.
Whole-of-wealth reporting provides a complete view of all assets, including listed, unlisted and alternative investments, so family offices can manage wealth without gaps between systems or asset types. Praemium captures, values and reports on private equity, unlisted holdings, direct property and alternatives alongside listed investments in the same view.
Effective wealth transfer requires continuity in reporting, governance and decision-making, supported by a complete view of family wealth that maintains control as responsibilities evolve across generations. Praemium supports this with consistent consolidated reporting, granular role-based permissions and the research and insight foundations to lead next-generation conversations with confidence.