January 18, 2024

Connecting Generations In Philanthropy

Philanthropy has always played a crucial role in shaping communities and driving positive change. As time rolls on, each generation’s philanthropic priorities and approach to giving evolve. Understanding these differences and bridging the gap between older and younger generations is crucial for nonprofits to grow their supporter base and drive meaningful change.

January 18, 2024

In The Know: Family Office Concierge Services

When wealth owners achieve financial success with their family office, they may seek additional support from it in improving other aspects of their personal lives. Here we explain why some wealth owners make such requests and provide two recommendations for family officers considering meeting them.

January 16, 2024

The Great Wealth Transfer: What Financial Advisors Should Keep In Mind

Projections of the value of the personal assets set to change hands during the so-called Great Wealth Transfer have risen from US $129 trillion from $72 trillion. More significantly, or perhaps alarmingly, are expectations that up to 88% of heirs to this wealth will fire or replace their parents’ financial advisors. How can you position yourself to keep serving the next generation of their clients? Read on for our top three recommendations.

January 16, 2024

The Top Four Family Office Use Cases For AI

Wealthy families and their advisors face the challenge of handling complex information from diverse sources, including investment managers, lawyers, and accountants. Artificial intelligence (AI) is emerging as a powerful ally, aiding in extracting valuable insights from this information overload and facilitating clear communication within family offices. Below we outline the top four family office use cases for AI and what to remember when embracing them.

January 12, 2024

How To Measure The ROI For New Technology Investments

Return on investment (ROI) is the profit earned on an investment divided by the cost of that investment. Although this calculation fails to directly account for the time value of money – an important consideration as some investments take longer to return profits than others – it offers a quick, useful way to estimate the future success of a given project. How can you apply this concept when evaluating potential investments into new technology? What factors should you bear in mind? Here we outline our suggestions.

January 12, 2024

Is Cryptophilanthropy The future Of Giving?

As digitalisation reshapes the global economy, a trend of so-called crypto philanthropy has emerged. Involving cryptocurrencies such as Bitcoin and Ethereum, this innovative concept provides a borderless and bureaucracy-free alternative to traditional philanthropy and is poised to take on a powerful role in charitable giving.

January 11, 2024

Top Tips For Becoming A Successful Paperless Family Office

For family offices, going paperless not only streamlines operations but also supports a more sustainable and efficient business model. Read on for our top tips on how your family office can digitalise to improve the way you manage finances and boost overall productivity.

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.

Single Family Office

Connecting Generations In Philanthropy

In The Know: Family Office Concierge Services

The Great Wealth Transfer: What Financial Advisors Should Keep In Mind

The Top Four Family Office Use Cases For AI

How To Measure The ROI For New Technology Investments

Is Cryptophilanthropy The future Of Giving?

Top Tips For Becoming A Successful Paperless Family Office

Managing Family Office Complexity

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