Contact Us

2025

High-Profile Hacks, High-Stakes Consequences for Family Offices

Cyberattacks on financial institutions are hardly rare these days, yet few entities shoulder as much risk as family offices tasked with safeguarding ultra-high-net-worth (UHNW) clients. IBM Security’s “Cost of a Data Breach” report places the global average expense of a breach at $4.45 million, noting that incursions into financial services typically run almost 10 percent higher than those in other sectors.
Read More »

Investing in Resilience: Private-Sector Essential Service Options for UHNWIs

During the Los Angeles wildfire of January 2025, the owner of the Palisades Village Mall took a decisive step to protect his property: He hired private firefighters to defend it from the flames. This proactive approach to fire protection is just one example of how wealthy individuals are securing essential services privately, supplementing or even replacing public resources to safeguard their assets and ensure continuity.
Read More »

Sidestep the Storm: Minimising Natural Disaster Risk for High-Value Collections

According to some estimates, fine art worth billions of dollars has been lost to the Los Angeles wildfires of January 2025. While one-of-a-kind paintings and other forms of collectibles typically kept on display can be insured and secured against many forms of risk, they are relatively difficult to move out of harm’s way in the event of a catastrophic natural disaster. For UHNWIs with homes around the world, the recent tragedy in Los Angeles raises an important question: in which geographic location will collectibles be at least risk of force majeure? This article outlines answers based on widely understood science
Read More »

The Davos Data Playbook: Lessons for Family Offices

Earlier this month, some of the world’s most influential movers and shakers in business and politics convened in Davos for the 2025 World Economic Forum. While what they discussed addressed critical issues shaping the global economy and political order, we recommend that family officers also zoom out and consider how these discussions were structured and enabled by data. WEF participants – like all family office clients, whether they attended Davos this year or not – demand clear, accurate data and depend on expert teams to provide it.
Read More »

From European Forum to Global Stage: Key Lessons for UHNWIs from Klaus Schwab’s WEF Leadership Journey

The 2025 World Economic Forum was the first not to be under the operational leadership of Klaus Schwab, who founded the organization in 1971 as the European Management Forum. While the global politicoeconomic landscape has evolved significantly since then, Schwab remained remarkably consistent – and successful – in focusing on three increasingly important aspects of global cooperation. Ultra high net worth individuals (UHNWIs) should consider not only the importance of these aspects but also how he addressed them through his leadership.
Read More »

How Collaboration and Innovation Are Shaping Wealth Management for the World’s Wealthiest

A wave of technological innovation is transforming the way the world’s wealthiest manage their assets. Artificial intelligence, blockchain, and quantum computing are no longer futuristic concepts - they are reshaping wealth management today. Klaus Schwab, founder of the World Economic Forum (WEF), describes this era as a “societal revolution,” where collaboration and innovation will determine success across industries, including financial services.
Read More »

How Collaboration and Innovation Are Shaping Wealth Management for the World’s Wealthiest

A wave of technological innovation is transforming the way the world’s wealthiest manage their assets. Artificial intelligence, blockchain, and quantum computing are no longer futuristic concepts - they are reshaping wealth management today. Klaus Schwab, founder of the World Economic Forum (WEF), describes this era as a “societal revolution,” where collaboration and innovation will determine success across industries, including financial services.
Read More »

What the 2025 Davos Thematic Priorities Mean to UHNWIs

Each year, the World Economic Forum (WEF) in Davos spotlights a set of thematic priorities deemed essential for business and political leaders to discuss as they direct the course of multinational corporations and national policies. While not every ultra-high-net-worth individual (UHNWI) attends this prestigious gathering or directly steers the trajectory of a company or country, all UHNWIs can leverage WEF thematic priorities as tools for charting their own personal financial priorities in the year ahead. To facilitate “Mini Davos” brainstorming sessions, in this article we present the thematic priorities on the 2025 WEF agenda and suggest how UHNWIs can align
Read More »
Explore More

Insights On Wealth Management And More.

Delivered To Your Inbox, Weekly.
Subscribe Now

Altoo

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.

Contact Us
Linkedin Icon Twitter
Altoo Platform Media

Platform

Solution

Company

Contact us

Altoo AG

Zugerstrasse 77
6340 Baar
Switzerland

Altoo Platform Media

Ⓒ Altoo 2018-2025. Made in Switzerland. All rights reserved.

Left Menu Icon