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.
Altoo won the Swiss Economic Forum (SEF) experts over with its growth strategy and is being listed as a SEF success story.
Interview with our CEO Martin Stadler in the Swiss news portal finews.
With Altoo´s new transaction report you are able to analyse all transactions across your entire wealth from one place
"Altoo is a rising star a the fintech sector with its Switzerland based technology" says Stefan Zwicky, Head Swiss Business Hub Italy.
With Altoo´s new future cashflow report, you will have an aggregated overview of all future liquidity events in one place.
acrevis bank AG enables external asset managers, foundations and family offices to access the Altoo Wealth Platform.
For the second consecutive year, Altoo has ben featured in Forbes ‘2020 Family Office Software Roundup’, which lists the leading software solutions for family offices.
The Altoo Wealth Platform now includes an asset allocation report, which shows you in detail how your asset allocation has evolved over time. It also enables you to track your SAA for your total wealth, on individual portfolios, or for specific legal entities.
The last weeks have been an unprecedented situation for the wealth management industry: A combination of nervous financial markets and operational challenges of shifting daily business to ‘remote working’ mode. Altoo was invited by Sphere for a webinar providing some best practice insights and learnings from the last weeks.
Having all your important documents in in a secure place accessible for you and your trusted partners proves to becoming more and more important. We are very happy to reveal our extended document management functionality: Tagging.
With the help of our valued co-creators, we have updated the wealth overview to provide a richer and more engaging picture of the total wealth.
Did you ever wonder how multibanking works for wealthy individuals? Prof. Dr. Andreas Dietrich has kindly tested the Altoo Wealth Platform in depth and shared his insights in an article on the IFZ Retail Banking Blog.
In October, Forbes Magazine featured Altoo in its ‘2019 Family Office Software Roundup’. The overwhelming response by Forbes’ global audience demonstrated that our commitment to Switzerland and the Swissness of our technology delivers a strong value proposition to international clients.
Altoo has a particular responsibility as our clients trust us with all of their private wealth data. Our new interactive website Security@Altoo provides an detailed overview of our security measures.
Interacting with wealth data on the go becomes more an more important in today's digital world. A recent study by CREALOGIX has shown that 43.6% of banking customers are using a bank's mobile app, and this number is increasing rapidly. Therefore, in response to our clients' needs, the Altoo Wealth Platform has increased its mobile functionalities gradually over the recent months.
Information Security is a key element of Altoo's wealth platform that we constantly invest in to maintain and even increase the level of security we achieved today.
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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.
