Solutions / Principal reporting

Put the principal’s decisions first.

Summarise material changes, decisions required and outstanding questions, with supporting records available for review.

Explore the workflow Follow the process

Boats crossing the water in evening light

Current process gaps

The board pack is rebuilt from separate schedules.

The important decision is buried beneath detail.

A question about a number sends the team back to its inbox.

Use a shared record for the review.

The investment process

Inputs, review and output.

Inspect the source, review responsibility and required output at each stage of the process.

Oak Family Office · Investment review

01 / 05

Gather the record

Use the correct family and entity scope. Do not combine unrelated client records.

Open workspace

What comes in: Portfolio positions, saved decisions and outstanding financial reviews.
What leaves this step: Reviewed records for the principal’s briefing.
Review owner

Review the investment record

A consistent capital and exposure summary

Frame the decisions

Open decisions with the context attached

Prepare the family’s briefing

A branded PDF and source register

What good looks like

A record that supports the next review.

Retain the source, the investment rationale and the review decision. Keep subsequent updates separate from the original record.

State what requires attention

Begin with the family’s capital position, the changes that matter and the decisions required. For each decision, explain the relevant context and proposed next step. Keep detailed schedules and source references available without making the principal reconstruct the investment case.

Use the approved investment record

Prepare the briefing from approved portfolio figures and recorded decisions. Retain holding entities, valuation dates and outstanding reviews. The analyst, CIO and principal should be referring to the same underlying information when discussing a material change.

Prepare the report for its audience

The report studio lets the team set the office name, report title and palette before exporting a PDF. Review the capital summary, material changes and source register before sharing. Presentation choices should preserve the figures, calculation basis and unresolved review items.

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