Family Offices

 

Quadrangle understands the varying needs of family offices and is a leading provider of family office services. QDS allows you to organize your documentation and operational process, providing you more time to focus on your business.

The Quadrangle Advantage

  • Service provider matching and due diligence.
  • Quantifiable savings of time and money.
  • Mitigated legal and economic risk.
  • Greater efficiency and business continuity.

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, 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 on your behalf to achieve preferred terms. 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.

A Look Inside: Service Provider Selection

service provider selection graphic
  • Quadrangle has an extensive network of service provider relationships.
  • Service provider selection is a crucial first step in setting up a family office.
  • We have an understanding of the strengths of major service providers, and can help you match with those that best meet your needs.
  • We have numerous industry surveys stored in the Resources section of QDS.
  • We have centralized the research for you on market share, cost, and customer service and technology ratings.
  • We provide recommendations and introductions to services providers that will fit your business.
  • Quadrangle can assist in changing your service provider relationships, reviewing and negotiating agreements when necessary.

 

Address

185 Hudson Street

Suite 2320

Jersey City, NJ 07302

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