01
Reporting Architecture
Design of consolidated reporting across entities, asset classes, banks and operating structures.
Service Matrix
Services designed for
Services designed for
complex private structures.
AP Vega supports family offices, sophisticated estates and closely-held structures with reporting architecture, strategic oversight and decision-ready intelligence.
02
Board & Family Office Packs
Executive dashboards, briefing packs and quarterly materials built for clarity and governance.
03
Forecasting & Scenario Analysis
Forward-looking models for liquidity, spending policies, capital calls and strategic decisions.
04
Controller Support
Independent review, reporting cadence design and finance-function strengthening for lean teams.
05
Data Governance
Source mapping, ownership models and control frameworks that reduce ambiguity and operational friction.
06
Strategic Oversight
Ongoing advisory support with an emphasis on signal over noise and disciplined operating cadence.
Engagement structure
Most mandates begin with a diagnostic phase, followed by reporting architecture and an oversight rhythm tailored to the existing governance structure.
Typical outputs
Monthly reporting packs, entity-level summaries, net worth views, liquidity reporting, scenario models and action registers.