Intergenerational Wealth Transfer

The Swiss Private Bank Julius Baer has invited Altoo to share its experiences on how technology supports families with their inter-generational wealth transfer processes.

It is well understood that such a process would previously involve paper statements, spreadsheets, copies of key documents, etc., and not to mention time invested to compile, explain and link all this paperwork together.

Altoo’s clients have expressed their appreciation for the consolidation capabilities of the Altoo Wealth Platform in making this process comprehensive, smooth, and digitally complete. Instead of a complex admin exercise, families can focus on the actual wealth and knowledge transfer, benefiting each generation with a clean, simple and much more structured transfer process.

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