Navatar

Navatar Group has developed a specialized CRM solution specifically designed to address the unique operational challenges faced by family offices managing ultra-high-net-worth families. Unlike generic CRM platforms, Navatar's software is purpose-built to handle the complex relationship structures, multi-entity management requirements, and sophisticated reporting needs that characterize modern family office operations.

The platform's core strength lies in its ability to map and manage the intricate relationship networks that surround wealthy families. Family offices must coordinate not only with immediate family members but also with their spouses, children, business partners, legal advisors, investment managers, and various corporate entities. Navatar's relationship mapping capabilities provide family office professionals with visual representations of these complex networks, enabling more effective coordination and communication across all family touchpoints.

Navatar's multi-entity management functionality addresses one of the most challenging aspects of family office operations: managing families with diverse business interests, investment vehicles, and legal structures. The platform allows family offices to track relationships and activities across multiple trusts, holding companies, foundations, and investment entities while maintaining clear visibility into how these various structures interconnect and influence each other.

The platform's custom reporting capabilities prove particularly valuable for family offices that must provide regular updates to family members, boards, and external advisors. Navatar can generate tailored reports that reflect the specific governance structures and information requirements of each family, ensuring that all stakeholders receive relevant information in formats that support their decision-making processes.

Security and compliance features built into Navatar reflect the platform's understanding of the heightened privacy and regulatory requirements that govern family office operations. The system provides granular access controls, audit trails, and data protection features that help family offices maintain confidentiality while meeting their compliance obligations and governance standards.