Senior Data Architect for Family Office Investment Data Platform

We are a Canadian family office seeking a senior data architect, data strategist, or fractional CTO-type consultant to help design a modern investment data and reporting platform. Our objective is to replace fragmented Excel-based processes and legacy reporting tools with a centralized investment data warehouse supporting reporting, analytics, forecasting, governance, automation, and future AI capabilities. The project involves integrating data from multiple sources, including accounting systems, custodians, portfolio platforms, private investment reporting tools, capital account statements, bank data, and other structured and unstructured investment data. The platform must support public markets, private equity, private credit, real estate, infrastructure, operating businesses, cash management, and alternative investments. We have already started defining the data foundation, including entity structures, ownership hierarchies, asset classifications, KPI definitions, allocation targets, reconciliation processes, and governance frameworks. We are looking for someone who can challenge our approach, recommend best practices, design scalable architecture, define data integration processes, and help build an AI-ready environment. Strong experience with family offices, wealth management, private markets, SQL databases, cloud data architecture, financial data modeling, reporting solutions, data governance, and AI-enabled data platforms is highly preferred. You will find attached: - Detailed project description in Word. - Data Foundation in Excel - to show the required level of details needed in the data architecture. - An example in HTLM of reporting that would be usefull in our decision making (portfolio performance tracking, NAV & Total Net Worth performance, Red Flags vs. limits, asset allocation and recalibrations vs. Investment Policy Statement, and so on.)