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November 2024

The Wealth-Health Paradox and How Famous UHNWIs Address It

For UHNWIs, life is a tapestry woven with privilege and opportunity. Yet, this world also presents unique healthcare challenges that can be surprisingly complex. Great wealth typically comes with stressful responsibilities, including the pressure to make optimal medical care decisions where cost is not a primary concern. Here, we explore this paradox and how several well-known UHNWIs are addressing it.
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Three Basic Must-Haves for UHNWIs To Consider When Taking Calculated Risks Successfully

While calculated risk taking is essential for growing and preserving any amount of wealth, the complexity of financial risks tends to increase as an individual’s net worth rises. Here, we outline three foundational must-haves that UHNWIs should incorporate into their risk calculations.
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The 2024 Family Office Software Roundup: A Testament to Excellence for Altoo

For the fifth consecutive year, Altoo has earned a place in the 2024 Family Office Software Roundup published by Forbes Magazine, reaffirming its leadership in the wealthtech industry. This recognition highlights Altoo’s ongoing commitment to innovation and the continuous enhancement of the Altoo Wealth Platform to meet the evolving needs of family offices managing complex portfolios.
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The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.

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