The growth of the “family office” as a business, reviewed in this CNBC article, is a huge opportunity for so many firms to provide services to this new family wealth. Much of this wealth has been from the creation of “new” technology that has come to market. Not sure if they are going to find your methodology of manually posting into the general ledger as a “+”.
https://www.cnbc.com/2024/03/08/family-offices-tripled-creating-a-new-gold-rush-on-wall-street.html
KnowLedger works with FO’s (family offices) and MFO’s (multi-family offices) to provide operational efficiency to move investment related data into the GL (general ledger).