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2025

Why Your Wealth Data Should Be Part of Your Legacy

Over USD 83 trillion is transferring to the next generation over the next 25 years. Unfortunately, many of these wealth transitions are at risk of failing. Not because of poor investments, but because of poor family dynamics and preparation. Traditional estate plans transfer assets but miss critical elements: the knowledge, context, and intelligence that built the wealth. Forward-thinking families are recognising that wealth data is itself a legacy asset that must be intentionally transferred using purpose-built technology and governance frameworks.
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Why Your Wealth Data Deserves a Place on Your Balance Sheet

You likely aim to track the performance of every asset in your portfolio, from equities to real estate to private investments. But there's one asset generating measurable returns that likely doesn't appear anywhere in your wealth statements: your data itself. It's a performing asset that generates returns. Advanced technology platforms are enabling wealth owners to unlock this substantial value by treating data with the same rigour they apply to any other investment.
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Visibility First: The Foundation for Successful Multi-Jurisdictional Wealth Transfer

Intergenerational wealth transfer has always been among the hardest challenges in wealth management. Getting it right starts with visibility; you can't educate heirs about wealth you can't clearly show them. The increasing international mobility of both wealth owners and their families means transfers now span multiple jurisdictions, currencies, and legal systems simultaneously. As complexity multiplies, the foundational requirement of unified visibility becomes more critical.
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The Blind Spot in Private Wealth

How a Swiss platform enables the first truly neutral overview of complex wealth — and quietly transforms decision-making
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The UHNWI Mobility End Game: Regulatory Borders Optimised, Operational Borders Minimised

As record numbers of wealth owners move and invest internationally, wealthy families face a critical infrastructure question: Should we replicate our wealth management systems in new countries? Local expertise will always be essential, but the definition of "local" can be expected to evolve over time. Consolidated data infrastructure is key to avoiding unnecessary operational barriers as global footprints and portfolios expand.
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Altoo Featured in The Wealth Mosaic’s UK Toolkit 2025 Report

The UK’s family office landscape is undergoing a pivotal transformation. Against a backdrop of economic uncertainty, shifting regulations, and the growing international mobility of wealth owners, operational excellence has become the one area family offices can still fully control. Yet, many continue to rely on outdated manual workflows that are increasingly misaligned with client expectations.
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Altoo featured in Forbes’ 2025 Family Office Technology Roundup

Altoo is proud to be featured in the 2025 Family Office Technology Roundup by Forbes, part of a global review of the digital transformation reshaping family offices. The article, written by François Botha, senior contributor and founder of Simple, places Altoo among the leading platforms defining the next generation of family office technology.
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Before You Move: The Wealth Visibility Gap in Relocation Planning

Plans to relocate always involve looking ahead to the future, but for UHNWIs they often also involve looking back on the past to comprehensively inventory everything they own. Tax advisors need to understand your current structures before they can properly guide your exit strategy. Estate planners require a complete asset inventory to restructure trusts or foundations. Immigration advisors need documentation of funds to prepare visa applications. Knowing "roughly where things are" isn't sufficient. The irony is that this backward-looking exercise is necessary for forward mobility. Establish a setup for complete visibility of your wealth during this relocation, and it will
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