Working with family office teams to make sure they can quickly answer the three questions. How much have we given, to whom, and what did it achieve?
When all four are running, the family can answer how much, to whom, and what their philanthropy achieved at any moment.
Real-time tracking of grants, payments and commitments across every giving vehicle, so the family can answer how much, to whom, and when, at any moment.
Structured handling of due diligence, audit trails and regulatory filings, so the operation is always ready for board, audit or regulator.
Grantee outcomes measured and consolidated across programmes and years, so the family can see what the giving has achieved at any moment.
Family intent documented, the next generation involved in real decisions, continuity built in, so the operation outlasts any one person.
of family offices lack confidence that the next generation is ready to take over. Deloitte Private, Family Office Insights, 2024.
of family offices feel less-than-adequately invested in their technology stack. Simple, Family Office Software & Technology Report, 2024.
An operation only outlasts its operators if the systems carry the work. Closing the technology gap is the practical move that makes generational continuity more than aspiration.
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David Nabarro. Chartered accountant who designs operational systems. Ten years across complex multi-entity environments, now focused on family office philanthropy.
