Contact Us

September 2025

Family Office Engagement: The New Strategic Priority

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.
Read More »

Family Office Realities: Unique Challenges Requiring Purpose-Built Solutions

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.
Read More »

Building a Modern Family Office: The Comprehensive Guide

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.
Read More »

Altoo Client Survey: Wealth Platform Core to Family Office Operations

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 […]

Read 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