Log In
Contact Us
Login
Contact Us

Explore by Entity

In The Know: Consolidated Digital Reporting

The Altoo Wealth Platform
Portfolios of ultra-high-net-worth individuals (UHNWIs) stand out for their multifaceted nature. Managing these vast and diverse assets requires not only precision but also a broad perspective that includes every aspect of each investment. The Altoo Wealth Management Platform, a Swiss startup, offers effective solutions in asset management and consolidated digital reporting. The Altoo's revolutionary methodology simplifies the complex pattern of UNWI portfolios, delivering clarity and insight via advanced technology. This article delves into the world of UHNWIs and investigates how The Altoo Platform sets the benchmark for efficient, effective portfolio management.
Read More »

Cybersecurity In Family Offices

In today's financial system, data and information security have become major concerns for identifying risks. The concern is particularly crucial for Family Offices (FOs) that manage the assets of wealthy families. Given the nature of their clientele, the risk of cyber threats looms. This section aims to provide an overview of the cybersecurity landscape specifically tailored to the SFO’s complexities.
Read More »

Charlie Munger Led A Life Rich In Many Ways

Charlie Munger, best known as Warren Buffet's right-hand man, passed away on November 28, 2023, at the age of 99. Buffet's fame as the world's foremost "buy and hold forever" investor is due in significant part to Munger's influence. This article outlines Munger's life, contributions to the investing world, and how he will be remembered.
Read More »

Navigating Data And Reporting Challenges In Family Offices

Due to technological advancements and shifting investment paradigms, the landscape in the dynamic world of family office management is constantly changing. At the heart of this evolution is the critical role of data management and reporting.
Read More »

What to Give To A Wealthy Person Who Has Everything?

When it comes to gift-giving for a wealthy individual, the task may seem daunting. After all, what do you get someone who seems to have everything? But fear not, with a little thought and creativity, you can find a gift that will be appreciated and cherished by even the most affluent individuals. In this article, we will explore a wide range of gift ideas that are sure to please even the wealthiest recipients.
Read More »

Where Can You Find Data And Insights For Your Family Office? Part Two

In the family office space, it is important to know what other players are doing. In the decision-making process, it is important to include external perspectives and factors. Therefore, many decisions are made with knowledge of facts and insights. How and where can you find the proper data for Family Offices (FOs)?
Read More »

Wealth Management For Women

Controlling around a third of the world's wealth, women's total assets could be worth between $81 trillion and $93 trillion by 2023, according to a forecast by the Boston Consulting Group. After all, women make up half the population. They are largely responsible for their families’ financial decision-making and hold the majority of consumer spending power. The modern face of wealth is female.
Read More »

Jeanette zu Fürstenberg: Investing In Smart People

The venture fund La Famiglia, which she founded, reminds us of a device that has been in demand for decades and is still reliable and equipped with the latest technology. That is precisely what Jeanette zu Fürstenberg, the investor of the year in 2022, according to German magazine Handelsblatt, is creating. Backed by corporations as well as leading entrepreneurs from the old and new economies, La Famiglia is providing precious early market access, impactful partnerships, and deep expertise for its portfolio companies.
Read More »
Explore More

Insights On Wealth Management And More.

Delivered To Your Inbox, Weekly.
Subscribe Now

Altoo

The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.

Contact Us
Linkedin Icon Twitter
Altoo Platform Media

Platform

Solution

Company

Contact us

Altoo AG

Zugerstrasse 77
6340 Baar
Switzerland

Altoo Platform Media

Ⓒ Altoo 2018-2025. Made in Switzerland. All rights reserved.

Left Menu Icon