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Looking back at 2025

As 2025 comes to a close, we want to extend our heartfelt thanks for your continued trust and collaboration. This has been a year of strong growth for Altoo – growth fueled by your insights, the partnership we share, and our collective commitment to delivering Simplicity for Complex Wealth. Much of what we achieved this year focused on strengthening the foundations of the platform while delivering sharper intelligence, deeper transparency, and greater mobility – ensuring Altoo remains the trusted source of truth for your global wealth.
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Why Your Wealth Data Should Be Part of Your Legacy

Over USD 83 trillion is transferring to the next generation over the next 25 years. Unfortunately, many of these wealth transitions are at risk of failing. Not because of poor investments, but because of poor family dynamics and preparation. Traditional estate plans transfer assets but miss critical elements: the knowledge, context, and intelligence that built the wealth. Forward-thinking families are recognising that wealth data is itself a legacy asset that must be intentionally transferred using purpose-built technology and governance frameworks.
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Why Your Wealth Data Deserves a Place on Your Balance Sheet

You likely aim to track the performance of every asset in your portfolio, from equities to real estate to private investments. But there's one asset generating measurable returns that likely doesn't appear anywhere in your wealth statements: your data itself. It's a performing asset that generates returns. Advanced technology platforms are enabling wealth owners to unlock this substantial value by treating data with the same rigour they apply to any other investment.
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Visibility First: The Foundation for Successful Multi-Jurisdictional Wealth Transfer

Intergenerational wealth transfer has always been among the hardest challenges in wealth management. Getting it right starts with visibility; you can't educate heirs about wealth you can't clearly show them. The increasing international mobility of both wealth owners and their families means transfers now span multiple jurisdictions, currencies, and legal systems simultaneously. As complexity multiplies, the foundational requirement of unified visibility becomes more critical.
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The Blind Spot in Private Wealth

How a Swiss platform enables the first truly neutral overview of complex wealth — and quietly transforms decision-making
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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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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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