Family Office Services
Quadrangle understands the varying needs of family offices and is a leading provider of family office services. Our customizable contract management offerings are tailored to each client, regardless of whether you’re just setting up your office or need assistance refining existing processes. Our proprietary contract management software platform, QDS, allows you to organize your documentation and operational process, providing you more time to focus on your business.
Family Office Service Provider Selection
Quadrangle has developed an extensive network of over one thousand relationships across the financial services industry, gaining a thorough understanding of the capabilities and needs of its various participants. We have a broad perspective of the vendor and counterparty landscape and can match you with service providers that best fit your needs.
Trade & Financing Management
QDS extracts and analyzes trade and financing agreements entered into by your family office, generating reports for each hedge fund contract that allow you to track terms over time. Our legal and business teams identify gaps and negotiate new and existing agreements to achieve preferred terms, focusing on saving money and mitigating risk. We can also assist with selection and onboarding of additional providers as your family office grows.
Vendor Management
After uploading your new and existing vendor agreements, Quadrangle extracts and analyzes terms to create term-by-term reports. Our legal and business teams review and negotiate to achieve preferred terms. Manage vendor contracts with notice and renewal dates synced directly to Outlook. Manage vendor relationships through our due diligence module.
Cloud-Based Document Storage
Quadrangle’s technology complements our family office services. QDS is an information hub that stores, tracks, and manages your trade and financing, vendor, and company documentation, providing secured and on-demand access. Our dynamic dashboards, customized reports and organizational tools create actionable analytics and promote business continuity.
AI-Powered Contract Management
for Investment Firms &
Financial Institutions
Phone: (646) 688-3626
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