The aim of the collaboration is to create better reporting for all family members. PandaConnect will work close together with the family’s accountant in order to reach the most efficient reporting when it comes to data quality.

The list of assets includes listed and unlisted assets held through local and international custodian banks/managers.

We look forward to working together and look forward to seeing you in Copenhagen when Covid ends 🙂

We are super excited to start work with our new client – a Single Family Office based in Manhattan, New York. The family structure includes family members over a couple of generations, sharing the investments in various entities. The investments span from traditional liquid investments to more illiquid assets within alternative investments and PE funds across banks and managers. For making the daily day easier and reducing the workload the Client found that we were a really good match. Furthermore, it was important for the principal to reduce the dependency of single persons. We look very much forward to working close together, and we will do our very best to live up to the high expectations.

PandaConnect is pleased to announce that we have been appointed as the provider of administrative solution for handling the investments for a Dubai based Single Family Office. The SFO provides a range of services for their entire family covering the past, present and future generations. This includes trading, real estate investments and directly held private companies.

In PandaConnect we are very proud of working together with this old highly esteemed family and will do our very best for living up to the expectations. We look forward to a long and warm cooperation.

Our Multi Family Office clients have really grown, which has resulted in numerous new clients on the PandaConnect platform from the new year. Our Clients has experienced that with PandaConnect as infrastructure, they have even more resources available to take in new clients. All of us in PandaConnect are proud of being able to support the growth of our clients – though we were taken by surprise, that so many new clients should be on-boarded in the very busy time following a year-end. Due to the well-established procedures with our clients, our implementation team made it possible and the clients are now up running. From here we say welcome to all of you, and it is our hope we in the future still will be able to live up to the expectations from our clients.

Large Mayfair based Multi Family Office chooses PandaConnect as data-vendor.

The MFO were facing the challenge of capturing data from various data vendors and were looking for a solution that could help them with data extraction as well as transparency.

Through a third-party consultant, PandaConnect were quickly approached as a potential candidate for delivering these services. After being approved PandaConnect were able to finish implementation weeks ahead of the timeline.

We are excited to work with another family office in the UK – a warm welcome!

Large Nordic single family offices to work with PandaConnect. PandaConnect will work closely together with the family office and their accounting firm to enhance governance across key areas of the organization.

For this particular family office, improving the aspects of compliance and accounting, while implementing the historical data has been essential elements to the collaboration. Assets include listed and unlisted items both privately held and through the investment company.

On behalf of all of PandaConnect – welcome to the family, we look forward to working with you.

We are proud that we also in 2020 have been featured in a roundup on Forbes of Software Providers to Family Offices. In the round-up Forbes has selected around 30 different solutions for Single Family Offices out of more than 250 providers. Especially we love being described as “Denmark’s PandaConnect”. The round-up can be found here: PandaConnect in Forbes 2020.

Combining traditional investments with properties

An German mid-sized Single Family Office has selected PandaConnect’s solution. The client has a substantial part of the total wealth invested in Properties. Hence it was very important having a solution handling the administration of the traditional bankable investments as well as the properties.  It was of importance for the client that it was possible having some new features developed, for obtaining the expected efficiency in the daily operation.

Setting up a Multi Family Office is a complex project. A lot of tasks and considerations must be done – a lot of decisions has to be made. A brand-new Nordic Multi Family Office has chosen PandaConnect as their future back-bone and infrastructure. The Client wanted to have the infrastructure in place before starting up the new business. With PandaConnect’s plug and play solution it was possible for the client to match expenses with income.

With the PandaConnect solution in place, the Client were able to focus on the business. It was possible to show potential clients, that a substantial part of the “small business risk” was eliminated as all processes for handling the administration and reporting were already in place. As an add-on the client could use the bespoke reporting for the future clients already in the sales process.