The Family Office Sherpa Family Office Interview - Lee Mayberry, CEO of Future Family Office on Addepar for Reporting, Use of Advisers, Staffing, Networks, AI usage & Opening Up to Outside Money.
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Jan 19, 2026 In this discussion, Lee Mayberry, CEO of Future Family Office, shares insights from his 15 years of experience in managing a sophisticated multi-family office. He addresses the challenges of software selection and discusses their transition from Excel to Addepar for streamlined investment reporting. Lee also explores practical AI applications in office operations and the importance of external advisory collaboration. He reflects on expanding their services to outside families, emphasizing the benefits of shared knowledge through family office networks.
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Organic Growth From Paying Bills
- The office began by paying simple bills and gradually expanded as other partners asked to join, morphing into a full financial arm over time.
- After a liquidity event in 2008–09 the families pursued direct private investments and the office supported VC fund structures and direct entities.
Capture Time-Series Data Early
- Start by recording time-series investment data now, even using simple tools like ShareSite and Excel, to create a reliable history for future upgrades.
- Migrate to a sophisticated platform later (Lee used Addepar) once you have good backfilled data to cut reporting time from hours to minutes.
Integrate Reporting And Do Continuous Tax Planning
- Integrate investment reporting with accounting (e.g., Xero) and record transactions across systems simultaneously to improve tax planning.
- Do tax planning continuously rather than waiting until year-end to reduce surprises and improve decision-making.