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Tax Loss Harvesting: Why Family Offices Should Look for Opportunities Early and Often

Capital gains taxes are assessed on a yearly basis. Investment losses can be “harvested” to offset gains, but markets do not organise themselves around calendar-year planning. Losses appear and disappear throughout the year as volatility creates opportunities that disappear long before a year-end review begins. Purpose-built technology enables what manual year-end processes cannot: continuous monitoring that captures opportunities as they emerge.
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AI as Decision Infrastructure: Why Governance Will Define Wealth Management’s Competitive Edge

finanzplatz NZZ
In early March 2026, senior leaders from across the financial sector gathered in Zurich for a discussion hosted by NZZ Finanzplatz on the future of artificial intelligence in finance. Among the participants was Ian Keates, CEO of Altoo AG. What became evident during that exchange was not enthusiasm for another technological cycle, but a recognition that something more structural is underway. Artificial intelligence is already embedded across the industry. The more pressing question is how institutions retain control once it begins to influence financial decisions in meaningful ways. Here, Ian shares his thoughts on the impact of AI in the
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Private Markets: Why Family Offices Need Better Performance and Liquidity Visibility

Private markets now represent nearly 30% of the average family office portfolio. Yet many family offices are not systematically tracking performance or predicting cash flows across these investments. Institutional investors treat private equity, venture capital, and other illiquid assets as measurable, forecastable components of total portfolio strategy. They automate what family offices often accomplish through quarterly manual reconciliation, spreadsheet calculations, and reactive cash management. Purpose-built technology is closing this gap, bringing institutional-grade automation to family office scale without requiring institutional-scale resources.
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The Discipline Gap: Why Family Office Portfolios Drift from Strategy

Every family office has target allocations. Not every family office maintains them systematically. Between quarterly reviews, portfolios may wander from strategic intentions as markets move and emotions interfere. What began as a deliberate strategy becomes accidental market timing. Thanks to technology, institutional investors and a growing number of family offices solve this challenge through systematic rebalancing discipline: automated threshold-based triggers that remove discretion from the process.
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Why Knowing Your Returns Isn’t Enough: Performance Attribution in Family Office Management

Consider an example family office quarterly performance review: equities up 12%, fixed income flat, alternatives strong. Respectable returns, but were they the result of intentional decisions or just luck? From expensive managers earning their fees or passive exposure that could be replicated cheaply? Without understanding the sources of performance, the office cannot evaluate past decisions, hold managers accountable, or improve future outcomes. Institutional-grade performance attribution analytics deliver the answers, and purpose-built technology makes it available to family offices without institutional-scale resources.
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From Dashboard to Development: How Wealth Tech Fuels Impact Investing

Impact investing is no longer a niche activity for the ethically inclined. According to Capgemini’s World Wealth Report 2024, 79% of ultra-high-net-worth individuals (UHNWIs) now prefer allocating capital to ventures that deliver measurable social or environmental outcomes - a dramatic rise from 52% in 2020.
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The Swiss Complexity Paradox: Why Ultra-Wealth Can No Longer Rely on Partial Visibility

Switzerland occupies a distinctive place in global private wealth. Over generations, it has become the jurisdiction of choice for families whose assets extend across borders, asset classes and family lines. Legal predictability underpins this position, but it is the combination of institutional continuity, political stability and a deeply embedded culture of long-term stewardship that has made Switzerland uniquely durable as a wealth centre. That durability has shaped how wealth is built and governed.
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Turning Transitions into Legacies: How Family Offices Empower UHNWIs

A business transition is never just a transaction. For ultra-high-net-worth entrepreneurs, it is the moment when wealth shifts from being created to being stewarded. Whether through a trade sale, IPO, or succession, this pivot brings both opportunity and risk: sudden liquidity, complex tax exposures, and the challenge of aligning heirs and advisors.
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