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Multi Family Office

What To Know About Bill Gates Shaping The Global Change

Bill Gates stands as a paragon of not only immense financial success, but also as an example of profound societal impact. With a net worth estimated at $116.1 billion in 2023, Gates has reinvented the notion of wealth for our time, transforming it from a mere accumulation of currency to a force for global change.
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Philantropic Work In Transformation

Philantropy
In the face of increasingly frequent crises, there are growing calls around the world for a reorientation of philanthropy. What are the implications for foundations and other philanthropic organisations, and what trends and challenges are they facing?
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A Guide To Working With Your Philantropy Advisor

Philanthropy can be an inspiring and empowering way to use wealth for social impact. But it can also be a complex landscape to navigate, which is why working with a professional philanthropy advisor can make all the difference. The right advisor can not only help you align your philanthropic interests with your strategic goals but also provide access to opportunities and organizations that can maximize your impact.
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Strategic Estate Planing for Minor Children

Estate planning is an ongoing process that requires regular review and adjustment to reflect changes in personal circumstances, tax laws and financial goals. In this article, we delve into the realm of estate planning for high-net-worth individuals with minor children, exploring key strategies to preserve wealth, minimise tax burdens and ensure the future of their offspring.
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New Feature: Private Equity Reporting Module

We are delighted to announce the launch of our latest feature: Private Equity reporting. Designed to equip you with a comprehensive set of tools and metrics to help you gain deeper insights into your investments and make better financial decisions.
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Top 5 “Growth Start-up” Finalist At Swiss FinTech Awards 2023

Altoo is delighted to be shortlisted among the Top 5 ‘Growth Start-ups of the Year’ by the Swiss Fintech Awards 2023
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Property Asset Management Software

Real estate asset management software draws current data from various sources to give complex wealth owners an easily digestible overview of their portfolios. While that is a significant benefit in itself, these are a few more reasons why it is wise to use property asset management software to manage real estate assets. Read more here. […]

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Wealth Management Reporting Software

While having various assets helps cushion wealth owners against market volatility, it can also be complicated to track how much money is stored in each asset. That is where wealth management reporting software comes in.
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