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.
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.
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.
We think you might like
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.
In case you missed it
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.
