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.

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 9, 2024

How Can A Family Office Benefit From Open Banking?

To successfully help high-net-worth individuals (HNWIs) preserve and grow their wealth, a family office (FO) requires more than expert asset management and financial planning skills. It also needs comprehensive visibility into all the family’s assets—both those the FO manages and those it does not. Open banking is here to help. This article explains how.

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.

Single Family Office

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

How To Drive Firm-Wide Adoption Of New Technologies

How Can A Family Office Benefit From Open Banking?

The Science of the Intangible Transgenerational Legacy

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