Family offices were built to endure, not to expand without limit. Their strength has always come from clarity: knowing how capital is structured, why decisions were made and who carries responsibility forward. For decades that clarity emerged naturally. Teams stayed small. Structures stayed understandable. Decisions remained close to memory. Today wealth is scaling faster than that inherited model can absorb, and complexity is accelerating beyond the reach of informal understanding. The real risk is not volatility. It is losing sight of the structure that holds everything together.
In the face of increasingly frequent crises, there are growing calls around the world for a reorientation of philanthropy. What are the implications for foundations and other philanthropic organisations, and what trends and challenges are they facing?
Philanthropy can be an inspiring and empowering way to use wealth for social impact. But it can also be a complex landscape to navigate, which is why working with a professional philanthropy advisor can make all the difference. The right advisor can not only help you align your philanthropic interests with your strategic goals but also provide access to opportunities and organizations that can maximize your impact.
Estate planning is an ongoing process that requires regular review and adjustment to reflect changes in personal circumstances, tax laws and financial goals. In this article, we delve into the realm of estate planning for high-net-worth individuals with minor children, exploring key strategies to preserve wealth, minimise tax burdens and ensure the future of their offspring.
We are delighted to announce the launch of our latest feature: Private Equity reporting. Designed to equip you with a comprehensive set of tools and metrics to help you gain deeper insights into your investments and make better financial decisions.
Altoo is delighted to be shortlisted among the Top 5 ‘Growth Start-ups of the Year’ by the Swiss Fintech Awards 2023
Real estate asset management software draws current data from various sources to give complex wealth owners an easily digestible overview of their portfolios. While that is a significant benefit in itself, these are a few more reasons why it is wise to use property asset management software to manage real estate assets. Read more here. […]
While having various assets helps cushion wealth owners against market volatility, it can also be complicated to track how much money is stored in each asset. That is where wealth management reporting software comes in.
Altoo is delighted to be named among Forbes top software solution providers for family offices for a fourth year running.
We are pleased to announce the new Liquidity Planning functionality is now available as an additional module in the Altoo Wealth Platform. We are delighted to offer all customers a free trial to explore and ensure our new feature meets your needs.
The benefits of financial planning software for family offices are myriad, offering a clear way to track investments and assets. Here are just four ways family office management software can help.
If you want to understand your net worth, keeping track of your financial asset performance is essential. At times, this seems easier said than done, especially if you are a complex wealth owner. This is where investment management software comes in.
Explore how wealth management technology trends are evolving in 2022 and how platforms like Altoo offer an exciting wealth management solution. Read more here.
Need to manage your own wealth or those of your family simply and clearly? With the digital platform Altoo, this has been possible since 2017. Ian Keates, Altoo CEO, explains how the FinTech's Wealth Platform can present and manage even complex wealth structures in a holistic way.
Altoo was nominated as a finalist for this year’s Switzerland Global Enterprise’s Export Award which honors an internationally active company that impresses with its expansion strategy, the clarity of its internationalization concept and a consistent and successful implementation.
Altoo AG is proud to have been awarded not one, but two, awards at the Tenth Annual WealthBriefing European Awards 2022 held in London on 30 May 2022.
A successful startup exit, an inheritance, a life insurance payout: Sometimes people become wealthy “overnight.” But wealth is complex and it won’t take long until being wealthy starts losing its cosiness. Altoo provides solutions.
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Family offices were built to endure, not to expand without limit. Their strength has always come from clarity: knowing how capital is structured, why decisions were made and who carries responsibility forward. For decades that clarity emerged naturally. Teams stayed small. Structures stayed understandable. Decisions remained close to memory. Today wealth is scaling faster than that inherited model can absorb, and complexity is accelerating beyond the reach of informal understanding. The real risk is not volatility. It is losing sight of the structure that holds everything together.
Most family offices believe they are preparing the next generation. The evidence suggests they are doing something considerably more modest: including heirs in governance without equipping them to participate in it. The distinction matters because presence and preparation are not the same thing, and the gap between them is where succession risk accumulates.
Family offices take measuring investment performance seriously. From benchmarks to fee tracking, the infrastructure for investment measurement is continuous, detailed, and increasingly automated. Apply that same question to governance — how effective is your board, your family council, your oversight function? — and the answer is different. The structures may exist, but the measurement often does not.
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The defining question in Swiss wealth management is not whether artificial intelligence will replace the advisor. The more important issue is whether the information environment is coherent enough for productivity gains to hold in practice. AI has attracted attention because it promises speed, efficiency and automation. The real test is whether information across banks, entities, asset classes and documents can be brought into a form that is visible, current and usable in day-to-day work.
