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November 2025

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 Yet, many continue to rely on outdated manual workflows that are increasingly misaligned with client expectations.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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When Your Family Office Serves a Global Family: Why Digital Infrastructure Matters

How do you run an effective family office when the family's patriarch is in Geneva and his adult children live in London and New York? According to Campden Wealth research, for more than half of family offices this kind of question isn't hypothetical: They serve at least one family member residing outside the family office's primary jurisdiction. The coordination challenge this creates isn't just logistical. It's structural, and it demands infrastructure built for distributed operations from the start.
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