Case Study: Gleneagles Group achieves 50–60% faster reporting and empowers families with Addepar

Addepar Elevates Extended Family Office’s World-Class Service

Gleneagles Group is an Atlanta‑based extended family office founded in 1997 that advises 16 multigenerational ultra‑high‑net‑worth families on consolidated reporting, tax and investment oversight, governance and generational planning for roughly $3.2B in assets. The firm struggled with a legacy system that made integrating complex ownership structures, illiquid investments and decades of historical data slow and laborious, limiting staff time for higher‑value analysis and client service.

After evaluating alternatives, Gleneagles implemented Addepar, working closely on data migration, training (Addepar Academy) and onboarding to ensure a smooth transition. The platform automated alternative‑investment calculations, improved transparency, and cut report production time by 50–60%, giving staff and family members intuitive, on‑demand access to portfolio data, freeing the team for deeper analysis and enabling growth and better service for next‑gen clients.

Gleneagles Group

Lyle Ross

Partner and Managing Director