August 5, 2025

To Build a Family Office or Not: Three Key Factors for Wealthy Families

Deciding whether to establish a family office is often one of the most important choices wealthy families make. A wide range of factors shape this decision. In this article, we examine three of them by comparing four wealthy families and their approaches to managing their fortunes.

July 28, 2025

Three Family Office Building Lessons from Mexico’s Wealthiest Woman

María Asunción Aramburuzabala formed family office Tresalia Capital after her father Pablo – executive vice president of Grupo Modelo, the brewer of Corona beer that his own father Felix founded after the Mexican Revolution – died unexpectedly of cancer in 1995 at age 63 with no finalized succession plan. Today she is worth an estimated $8.2 billion, making her Mexico’s wealthiest woman and Latin America’s second after Chilean mining magnate Iris Fontbana. Her story holds three valuable lessons for today’s family office builders.

July 21, 2025

Why Technology Investment – Not Higher Salaries – Is Key to Family Office Success

Today’s family offices face two challenges that seem to work against each other: keeping talented staff and controlling costs. Recent industry research shows this phenomenon to be widespread. Simply paying higher salaries is not the answer. The way forward is to invest in modern technology that transforms how family offices operate.

July 8, 2025

Family Office Strategy: How Family Banking Builds Legacy Beyond Financial Returns

For ultra-wealthy families, a family bank represents both a powerful conceptual framework and, in some cases, a formally structured approach to deploying capital. More than just a financial tool, family banking creates a foundation for fostering legacy that extends far beyond numbers on balance sheets. Here we explore this model, explain how it integrates with family office operations, and highlight key considerations that modern family office builders should understand when implementing this time-tested approach.

July 1, 2025

From Chamberlains to CFOs: Building Family Offices with Centuries of Wisdom

For centuries, ultra-wealthy families have been relying on dedicated teams to manage their financial affairs. These teams’ methods, operational scopes, and sophistication have evolved significantly in response to economic shifts, technological advances, and evolving global opportunities. By examining these transitions, we uncover valuable lessons for wealth owners building family offices in the modern era.

June 25, 2025

Five Key Impact Investment Asset Classes and How Family Offices Approach Them

According to the Global Impact Investing Network (GIIN), in 2024 there were more than $1 trillion in assets under management allocated towards achieving social and environmental benefits alongside financial returns. What are the most popular forms of these assets and how do family offices approach them? This article breaks down the key information.

May 27, 2025

Fintech for Family Fortunes: The Altoo Way to Wealth Clarity

Managing a family’s wealth has never been more challenging. Portfolio complexity is rising along with expectations for transparency, digital access, and compliance readiness. For family office professionals, traditional approaches involving periodic meetings to review spreadsheets and documentation are no longer sufficient. Fortunately, financial technology (fintech) companies can help advisors meet the expectations wealth owners have in the digital age. In this article, we shine a light on how the fintech we know best – ours – is doing just that.

May 21, 2025

Where a Wealth Fintech Calls Home: Why It Matters for UHNWIs

For UHNWIs, selecting the right financial technology company — or fintech for short — is a high-stakes decision. Different types of fintechs serve different purposes, but one supporting wealth management demands extra scrutiny: It handles a wide variety of a wealth owner’s most sensitive data. The country where such a fintech company operates is a key factor in how this data is protected — and should be a key factor in the decision to work with this company.

Single Family Office

To Build a Family Office or Not: Three Key Factors for Wealthy Families

Three Family Office Building Lessons from Mexico’s Wealthiest Woman

Why Technology Investment – Not Higher Salaries – Is Key to Family Office Success

Family Office Strategy: How Family Banking Builds Legacy Beyond Financial Returns

From Chamberlains to CFOs: Building Family Offices with Centuries of Wisdom

Five Key Impact Investment Asset Classes and How Family Offices Approach Them

Fintech for Family Fortunes: The Altoo Way to Wealth Clarity

Where a Wealth Fintech Calls Home: Why It Matters for UHNWIs

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