January 10, 2024

In The Profile: Bom Kim & Coupang’s Remarkable Success

With a net worth of $2.7 billion, Bom Kim has become a prominent figure in South Korea's business landscape. His journey from scrappy entrepreneur to head of a multi-billion dollar company is not only inspiring but also representative of a new wave of self-made wealth in the country. In this article, we profile the accomplishments and leadership of Coupang's visionary CEO.

January 10, 2024

Managing Family Office Complexity

Single and multi family offices are contending with more complexity than ever. For family officers and the families they assist, this article lays out the three main causes of this complexity and how the Altoo Wealth Platform simplifies them.

January 10, 2024

How To Drive Firm-Wide Adoption Of New Technologies

Wealth management firm leaders are always on the lookout for ways to save time, reduce costs, and make their processes more effective with new technologies. Their colleagues, however, are often reluctant to alter their familiar workflows. Read about the best ways to achieve firm-wide adoption of new digital solutions that can lead to success for the entire team.

January 10, 2024

A Guide To Asset Management For Foundations

Whether you are overseeing a private foundation or a public charity, it is essential to have effective practices in place to ensure the responsible stewardship of your organisation's resources. By implementing best practices in foundation asset management, you can maximise the impact of your philanthropic efforts and safeguard the long-term sustainability of your foundation.

January 6, 2024

The Science of the Intangible Transgenerational Legacy

Have you ever established a family tree to find out about your great-grandparents or your great-uncles and aunts? Exploring the family system is much more than simply describing biological connections. Understanding our roots helps us understand who we are and, in some cases, where some of our wounds come from.

January 5, 2024

What To Consider Before Selecting A Family Office Provider

The need for more transparency and a growing expectation of better real-time data to drive decision-making are the main reasons to look deeper into the technology for Family Offices (FO). Meeting the demands for better reporting is essential, so the family offices can focus on activities that deliver the long-term strategy. Technology can simply improve interactions outside of the FOs helping them work more efficiently with third parties.

January 5, 2024

How To Communicate About Inheritance

One of our greatest strengths is the ability to communicate with one another. On the other hand, it can spark fights and disputes. Poor or nonexistent communication can cause a lot of issues even inside families. These issues usually arise not because of inheritance but because of the revelation of deeper, unresolved concerns.

January 4, 2024

WealthTech In Asia-Pacific

WealthTech is defined as any technology-enabled wealth fintech that facilitates the distribution, manufacturing, and post-trade and back-office activities across the wealth management value chain. With its growing economy and increasing wealth, Asia-Pacific is becoming an important region in global wealth management. However, the industry is still nascent, with around 40 to 45% of personal financial assets (PFA) in cash and deposits.

Explore by Entity

In The Profile: Bom Kim & Coupang’s Remarkable Success

Managing Family Office Complexity

How To Drive Firm-Wide Adoption Of New Technologies

A Guide To Asset Management For Foundations

The Science of the Intangible Transgenerational Legacy

What To Consider Before Selecting A Family Office Provider

How To Communicate About Inheritance

WealthTech In Asia-Pacific

Altoo

Platform

Solution

Company

Contact us

Insights On Wealth Management And More.

Delivered To Your Inbox, Weekly.

Altoo

Platform

Solution

Company

Contact us