For family offices
Portfolio risk analysis for family offices
Souppe gives family offices a structural read on portfolio risk: it scores the book across 8 dimensions of risk, names the weakest dimension and suggests the specific securities that most strengthen it.
Why structure matters for multi-asset books
Family office portfolios accumulate positions over years and across managers. Concentration and correlated exposures build up quietly, and they stay invisible while markets are calm. Souppe surfaces that structure so you can see where the book is fragile today.
What you get
One composite risk score, 8 dimension scores and the weakest dimension named explicitly. For each weak spot, Souppe lists the securities that strengthen it, with the composite gain each one produces. The decision stays with you; Souppe provides the analysis and the suggestions.
Grounded in institutional data
Souppe runs the same analysis on real institutional portfolios from SEC 13F filings, so the method is visible on books of comparable scale. Browse the manager case studies to see the before and after on real holdings, or explore the workflow for accredited investors and managers.
Frequently asked questions
How is this useful for a family office?
It gives a single structural view across a complex multi-asset book and points to the one area that most weakens it. That turns a vague sense of risk into a specific, actionable read.
Does Souppe replace our advisors?
Souppe is an analysis and suggestion engine. It surfaces structural weak spots and candidate securities; your advisors and principals decide what to act on.
Can it handle concentrated legacy positions?
Yes. Concentration is one of the 8 dimensions, and Souppe shows how much a suggested addition would improve the composite while the legacy position stays in place.
How is portfolio data handled?
Souppe reads holdings and weights to score structure. See the privacy policy for the full detail on data handling.