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.
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.
Are you looking to take the complexity out of growing and developing your family office? Altoo offers a solution that does just that by enabling families to organize and manage their data in a secure accessible way. Altoo has already enabled many family offices to realize the benefits of transitioning to open banking while maintaining […]
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.
Altoo features in the Winter/Spring 2022 issue of Family Office Global magazine and tackles the sensitive topic of Succession Planning.
Wealth creates complexity, and Altoo’s Wealth Platform provides solutions: Holistic asset transparency, performance insights, sound information for strategic decision-making – all in one place, safe and secure. A modern approach to wealth management.
Over the last few weeks, we have started to roll out a much anticipated new feature: Benchmarking. And we are pleased to announce that this is now fully available!
IT is a complex domain which has now found its way into every industry. It is no longer possible to run a business without technology, and the dependencies and risks create new challenges that need to be properly addressed. Complex systems make it difficult for management to identify and quantify the most often underestimated risks present in, and caused by, IT.
For the third year in a row, Altoo is listed among the top providers offering the world's best tailored services for family offices considering new solutions...
How the Altoo Wealth Platform in making the intergenerational wealth transfer process comprehensive, smooth, and digitally complete.
Find important information about the Altoo Wealth Platform in our new Altoo Online Guide.
Altoo AG is one of the first members of the OpenWealth Association, joining forces with other innovative companies from the financial industry and fintech world.
Altoo Wealth platform now allows to organise any wealth by personal categories and classifications.
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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.
