Our Approach

Since 2013, PHH Advisory has been helping Family Offices and RIAs create intuitive and impactful portfolio/performance reporting for their UHNW clients using the Addepar platform. Our clients manage more than $25bn AUM, including:

• Complex ownership structures

• Liquid asset classes, such as equities, fixed income, and derivatives

• Illiquid asset classes, such as alternatives, real estate, and operating companies

• Held in dozens of legal entities including trusts, holding companies, and holding accounts.

Reporting is often seen as a necessary chore or even an afterthought, but investment firms that choose Addepar (and its competitors) seek to use technology as a strategic advantage. Addepar is a very powerful platform, but with that power comes a requisite degree of complexity. We help our clients navigate that complexity: Leveraging it where appropriate; keeping it simple where strategically expedient. (Each investment firm purchases a license directly from Addepar, Inc. As a consulting firm, PHH Advisory is not involved in the licensing process.)

Success starts with the data model. Without a cohesive data model design, everything downstream becomes much more difficult and sometimes impossible. Visualization and display (reports, internal views, and web access) are next. Business processes - the original driver of change - can then be modified to support the new platform.

Every firm’s design needs are unique, because their UHNW clients’ needs are also unique. We appreciate the opportunity to help our clients build their businesses to serve those needs, and we welcome a further discussion with your firm.