Multi-Family Offices
Multi-family office scale. Single family office attention.
The multi-family office you're running today serves ten client families. The one you’re building serves fifty. The gap between those two numbers isn’t just a growth target. It's an operational test. Every family expects single family office attention, delivered under your brand.
Archway gives each family their own book of record, their own entity hierarchy, their own reporting cadence, operationally isolated and consistently delivered. The infrastructure absorbs the complexity. Your team stays focused on the relationship. One platform. Any size book.
Built for multi-family offices at any scale.
550+
families on the Archway Platform.
24
years
supporting complex family office accounting, reporting, and operations.
$850B+
in assets on the Archway Platform.
21
years
longest-running client relationship on the Archway Platform.
If you're scaling a multi-family office operation
Growth is counted in families. Cost is counted in ops hours.
Every new family adds unique complexity. Five entities and two custodians is manageable. Thirty legal entities, a private portfolio, and a principal with a weekly reporting requirement is a different conversation entirely.
The expectation doesn’t change with complexity. Every family wants single-family office attention, delivered under your brand. The operational question is whether your team can deliver that consistently across twenty families the same way they delivered it across five, without adding headcount for every new relationship.
Archway is built for that. Each family receives its own book of record and reconciliation cadence with consistent chart of accounts and branded reporting to enable your team to provide consistent, high levels of service, less context switching, insights and best practices across the entire MFO client base.
The platform
Operationally distinct. Centrally managed.
The Archway platform was built multi-tenant from the ground up, not a single-client system retrofitted for scale. Each client family operates in their own environment inside the platform. Ops teams work across all of them from one interface, with the audit trail and permissioning to keep each family's data completely separate. The architecture handles the complexity of a growing book. The team stays focused on the relationship.
Each family, their own environment.
Entity hierarchy and custodian connections configured by family. Operationally isolated, consistently structured. The logic that holds for one client doesn’t break when the next one signs. The permissioning that keeps each family’s data separate is architectural, not administrative.
Reconciliation, close workflows, report scheduling managed across every family from one place.
Your controllers, accountants and reporting team work across the full client book without context switching between systems. Reconciliation queues surface by family. Close workflows run on each family's cadence. Every action leaves an audit trail. Scale adds families to the interface. It doesn't add interfaces.
The twentieth family onboards the same way as the fifth.
Chart of accounts, reporting packages and custodian integrations are agreed and replicated, not rebuilt from scratch for each new relationship. New families go live on a predictable timeline with a repeatable process. Growth compounds. Onboarding complexity doesn’t.
Branded delivery
Your firm’s name. Your firm’s brand. Archway invisible.
The platform each of your client families log into carries your firm's name, your color palette, your typography, your domain. Reports export under your firm's letterhead. Client communications route through your firm's channels. Archway is the infrastructure beneath the service; your firm is the relationship above it.
It's an architectural choice that means each family's experience is indistinguishable from working directly with your firm, whether you’re serving five families or fifty.
The services
Operations we run across your book, or alongside it.
The platform your ops team uses to deliver reporting, cash management and accounting across every client family. For MFOs that want to run specific families or functions with Archway's team instead, that option exists on the same platform. No data migration, no version gap.
Cash and Expense Management
Every payment is processed. Every transaction posted. Every family's cash position is current. Invoice intake, approval routing, payment processing and cash reconciliation are handled by Archway’s accounts payable team for every family that wants it. Vendor relationships, household staff payroll and principal expenses are managed with single family office discretion at multi-family office scale. Funding is always checked and every payment posts to the general ledger the moment it clears.
Outsourced Family Office Services
Complete and on-time month, quarter or year-end financial statements across every family, every entity, every structure.
Trusts, LLCs, family partnerships, operating businesses, real estate holdings and investment vehicles all run on one general ledger. Journal entries, period close, financial statements and audit trail are maintained by Archway's accounting team.
For MFOs administering partnership structures or investment vehicles on behalf of clients, the same ledger handles the complexity. Your ops team has a back-office that keeps pace with a growing book. Every client family has financials ready before the advisor review. No scrambling before the close. No reconciliation between what the accounting produces and what the reporting delivers.
Clients stay for the team
"When servicing sophisticated clients with the highest standards, a best-in-class solution is essential. Archway enables our team to deliver that. Combining a powerful technology and an exceptional white-glove support enables us to confidently navigate clients' unique complexities and consistently deliver exceptional results."
Private Bank
·
Senior Vice President
The team running the work with you
Meet the stewards behind every client book.
Our services team has come up through financial services — operations, controller seats, fund administration, private wealth. They've run quarter-end across fifty client books. They've onboarded a twentieth family while a fifteenth was still in transition. They've answered a client family's question on a Friday afternoon and closed the books on a Monday morning.
When a client calls Archway, the person who picks up has run the work at multi-family office scale. That's what it takes to hold the standard across a book — and it's the discipline that keeps firms on the platform as they grow from five families to fifty.
FAQ
What multi-family office operations leaders ask.
How is Archway different from other family office reporting, accounting, and operations platforms?
Archway is differentiated by its ledger-based architecture, multi-client operating model, and ability to support investment reporting, accounting workflows, branded client delivery, and outsourced services on the same platform. For multi-family offices serving complex families, that connection creates a more scalable foundation for managing reporting, accounting, and operations across a growing client book.
How is pricing structured as our book grows?
Pricing is based on scope, including client families, entities, services, and portal users. As your book grows, pricing is defined around the incremental scope added rather than a percentage of client assets.
Can our operations team run the operation, or does Archway's services team run it?
Both models are available, and many MFOs use a hybrid model. Your team can run the close, reporting, and client delivery for some families or functions, while Archway's services team supports others. The split can shift over time based on your operating needs, without a data migration.
What does our operations team need to look like to run this?
Smaller than you might think — most MFOs on the platform have a reporting and operations team roughly half the size a single family office at the same size would need. Exact sizing depends on scope and service mix.
How long does onboarding a new client family take once we're live?
For a client family with 3-8 entities and 1-3 custodians, typical onboarding runs 4-6 weeks from signed engagement to first reporting cycle. More complex structures run 8-12 weeks. The twentieth onboarding takes the same time as the fifth — that's the architectural point.
How is the branded white-label solution delivered?
The client portal your families log into can carry your firm's name and color palette. Reports export under your letterhead. The client experience remains centered on your firm’s brand, with Archway attribution included where applicable.
How does the multi-family office operation work?
Each client family operates in its own environment inside the platform, with its own chart of accounts, entity hierarchy, custodian set, reporting cadence, and branded portal. Your operations team can work across client environments from one interface, with permissioning designed to keep each family's data separate. Archway was built to support multi-family operating models for firms managing distinct family office relationships at scale.
Start the conversation
The complexity doesn’t resolve itself. But the right platform, and the right team behind it, makes it manageable.
Tell us where the friction is — the close, the reporting cadence, the family you can't quite onboard cleanly, the book that's grown faster than the ops team behind it. We've seen it before. We'll come to the conversation with a point of view on how Archway fits your operation, not just a demo of what the platform does.
Perspective for leaders shaping the multi-family office category.
