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2026

Adopted but Not Activated: The Family Office Governance Problem

Most family offices have governance frameworks. The problem is that most of those frameworks don’t do much. Governance adoption is not the crisis. Governance activation is.
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Succession Planning’s Missing Ingredient: Visibility

Most family offices believe they have succession covered. The evidence suggests the plan exists mainly in someone's head, and that gap has consequences no legal structure can fix. Succession conversations tend to focus on the mechanics: wills, trusts, tax structuring, the appointment of executors. The harder question of whether heirs can actually see the wealth, understand how decisions were made, and govern what they're inheriting rarely surfaces until it's too late. Purpose-built visibility tools are changing how forward-thinking families approach the handoff.
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Altoo Strengthens Leadership Team to Accelerate Growth

Baar, Switzerland – 01.04.2026: Altoo AG, the provider of the award-winning Altoo Wealth Platform, today announced a strengthening of its executive leadership team to support the company’s continued growth and further expansion. As part of this evolution, Mr. Achille Deodato has been appointed Chief Executive Officer. He succeeds Ian Keates, who will transition into the […]

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Altoo Strengthens Leadership Team to Accelerate Growth

Altoo’s new leadership structure: Søren Mose (President of the Board), Achille Deodato (CEO) and Ian Keates (Deputy CEO, COO/CFO)

Baar, Switzerland – 01.04.2026: Altoo AG, the provider of the award-winning Altoo Wealth Platform, today announced a strengthening of its executive leadership team to support the company’s continued growth and further expansion. As part of this evolution, Mr. Achille Deodato has been appointed Chief Executive Officer. He succeeds Ian Keates, who will transition into the […]

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Family Offices: Your Portfolio Companies Are Redesigning Their Operating Models. Are You?

The large, publicly listed companies in most family office investment portfolios are redesigning their operating models as a recurring management discipline. The family offices that hold them, for the most part, are not. The gap is not explained by complexity, ambition, or resources. It is explained by the availability of technology that makes institutional-grade operating models achievable at family office scale.
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Who Is Watching Your Investment Managers? The Case for Systematic Oversight

Most family offices manage external manager relationships the way they were built — on trust, familiarity, and periodic conversation. That may work well for selecting managers. It works less well for holding them accountable over time. The discipline required to evaluate managers systematically, apply pre-agreed criteria, and act on the results is just as important as the judgment required to select them in the first place. Institutions developed that capability deliberately. The infrastructure to apply it at family office scale now exists.
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Altoo Wins Another Award for Innovation in Wealth Management

Marco Bronda receives the award on behalf of Altoo AG in his Business Development role marking a moment of recognition for the company.
Altoo has secured further industry recognition, winning the award for Innovative Client Solution at the WealthBriefing European Awards 2026. The accolade underlines the firm’s continued focus on simplifying the management of complex wealth.
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The Advisor Coordination Problem: Why Information Architecture Is an Essential Family Office Discipline

A typical family office managing complex wealth coordinates with multiple external advisors simultaneously. Each relationship depends on current, accurate, role-appropriate financial data delivered at the right times. Management of that advisor ecosystem should be an operational discipline, not improvised one email at a time.
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