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What To Know About 2024 Philanthropy Trends

Philantropy Trends
Philanthropy dates back to Greek society. According to the US financial media website Investopedia, Plato instructed his nephew in his will to use the proceeds of the family farm to fund the academy that he founded in 347 B.C. The money helped students and faculty keep the academy running.
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Google’s Top Family Office Questions, Answered

Family Office
Over the next decade, an unprecedented amount of personal wealth will change hands as 70 million baby boomers prepare to pass an estimated USD 15 trillion in assets to the next generation.
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Wealth Firms Better At Mobile Apps Than Web, J.D. Power Study Says

JD Power
The J.D. Power 2023 U.S. Wealth Management Digital Experience StudySM found that both self-directed and full-service wealth management clients care more about digital access to services than ever. The quicker and easier this access, the more satisfied clients are.
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How Digital Should A Family Office Be?

Digital Family Office
Digital transformation is a technology-driven movement that affects the efficiency and results of all industries worldwide. Today, the majority of wealthy customers expect simple and user-friendly digital solutions that are available around the clock. Recent research suggests that the richer a customer is, the higher their digital affinity. It's a challenge for Family Offices (FOs).
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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.
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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.
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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.
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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.
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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.

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