Who we are Altoo was founded in 2017 with the mission to create ‘simplicity for complex wealth.’ The Altoo Wealth Platform consolidates all assets held with banks and combines them with non-bankable assets such as real estate, private equity, or an art collection empowering wealthy private individuals to keep track and control over their total […]

Who we are Altoo was founded in 2017 with the mission to create ‘simplicity for complex wealth.’ The Altoo Wealth Platform consolidates all assets held with banks and combines them with non-bankable assets such as real estate, private equity, or an art collection, empowering wealthy private individuals to keep track and control over their total […]

The political climate for sustainable finance has cooled in the United States. Donald Trump’s return to the White House has weakened support for environmental, social and governance (ESG) policies. Fund flows show that enthusiasm has faded among some institutional investors. However, the picture looks significantly different from the viewpoint of family offices. These private vehicles, which manage wealth for ultra-wealthy families, continue to persist in sustainable investing.
Family offices are rapidly expanding their service offerings, with family engagement and education emerging as the most frequently added service since 2023. Behind this trend lies a complex reality: successful family engagement requires moving beyond traditional educational approaches to embrace active participation, address learning needs that extend beyond finance, and navigate the challenges of globally dispersed families.
Family offices often recruit talent from investment banks, private equity, and wealth management firms. Yet in family office settings these professionals may find themselves struggling with challenges less common in other areas of the finance industry: managing family dynamics, bridging knowledge gaps between generations, and balancing active business interests with investment portfolios. Advanced digital wealth platforms are emerging as a solution to help family office professionals succeed in this complex environment.
The global family office market has reached $20.13 billion in value and is projected to hit $27.61 billion by 2030. This growth reflects a fundamental shift in how ultra-high-net-worth families approach wealth management, moving from simple stewardship to strategic value creation across generations.

Altoo’s 2025 client survey confirms the Altoo Wealth Platform is essential to daily operations for family offices and wealth owners. Advocacy is strong: Net Promoter Score above 50, well above SaaS industry benchmarks, and over 60% of clients say they would be “very disappointed” without the platform. Clients value high data quality, proactive guidance, and […]

For many family offices, the risks are no longer theoretical. Governance is informal, reporting delayed, and portfolios are growing more complex by the quarter. Yet many still rely on basic spreadsheets to track billions. According to Copia Wealth, citing KPMG data from 2025, more than 57% of global family offices continue to use general tools like Excel for core financial reporting.

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