Implementing proper processes in your Family Office is essential to ensuring appropriate controls are in place for monitoring progress and operating efficiently. Each process needs to consider:


  • The scope
  • The business impact
  • Consequence of error
  • Difficulty of remediating an error
  • Risk of fraud
  • Sensitivity of information handled
  • Who/what roles are involved
  • Difficulty of implementation


A particular challenge for Family Offices that are adopting business processes relates to the direct and indirect handling of sensitive personal and financial information. Due to these factors, Entole provides a means for achieving consistency in activity sets, fully auditable reviews, while preserving the flexibility to permit those activity sets to evolve as the needs of the Family Office evolve.