Operations
Monthly reporting that principals actually read
What belongs in a family-office wealth report, and how to produce it consistently across currencies and mandates.
The FLIORE Compliance Desk
Family-office compliance research
5 min read
Updated 1 July 2026
Key takeaways
- A good report shows net worth, change, allocation, performance and top positions.
- Consolidate into one reporting currency, and mark what cannot be converted.
- Consistency and white-labelling build trust with principals.
What belongs in it
A monthly report a principal reads shows net worth with month-over-month change, allocation by asset class, performance (TWR/IRR/MOIC), a trend line and the largest positions — consolidated into the mandate's reporting currency.
Consistency over flourish
Principals value a report that looks the same every month and carries the office's own name. Marking positions that cannot be FX-converted, rather than guessing, is what makes the numbers trustworthy.
FAQ
PDF or portal?
Both — a portable PDF to send, a portal for on-demand access.
Sources
- Campden Wealth operational reports
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