{"id":32939,"date":"2024-03-13T10:17:44","date_gmt":"2024-03-13T09:17:44","guid":{"rendered":"https:\/\/altoo.io\/?p=32939"},"modified":"2025-02-26T15:23:44","modified_gmt":"2025-02-26T14:23:44","slug":"les-proprietaires-de-patrimoine-de-lavenir-qui-seront-ils-et-comment-les-gagner-comme-clients","status":"publish","type":"post","link":"https:\/\/altoo.io\/fr\/wealth-owners-of-the-future-who-they-will-be-and-how-to-win-them-as-clients\/","title":{"rendered":"Les Personnes Fortun\u00e9es du Futur : Qui Seront-Ils et Comment les Conqu\u00e9rir Comme Clients ?"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"32939\" class=\"elementor elementor-32939\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d75c5dd elementor-section-content-middle elementor-hidden-desktop elementor-hidden-tablet elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d75c5dd\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-f3a6753\" data-id=\"f3a6753\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-dacb48e elementor-widget elementor-widget-image\" data-id=\"dacb48e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/elementor\/thumbs\/wealthy-women-prefer-ql5mmfr9kbrl0ve8ei8hpk16sy98cgk4lcupo3661s.png\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-105f547\" data-id=\"105f547\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a878e2c elementor-widget-mobile__width-auto elementor-widget elementor-widget-heading\" data-id=\"a878e2c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Wealthy Women Prefer Female Advisors<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-50fcb7a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"50fcb7a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-bd37944 elementor-hidden-mobile\" data-id=\"bd37944\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-42c3107 elementor-widget elementor-widget-image\" data-id=\"42c3107\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealthy-women-prefer-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-33013\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealthy-women-prefer-150x150.png 150w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealthy-women-prefer-13x12.png 13w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/elementor\/thumbs\/wealthy-women-prefer-ql5mmfr9kbrl0ve8ei8hpk16sy98cgk4lcupo3661s.png 80w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-b92c522\" data-id=\"b92c522\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-673659a elementor-widget-mobile__width-auto elementor-hidden-mobile elementor-widget elementor-widget-heading\" data-id=\"673659a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Wealthy Women Prefer Female Advisors<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8edeee9 elementor-widget elementor-widget-text-editor\" data-id=\"8edeee9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Women controlled 32% of the world\u2019s wealth in 2020, according to Boston Consulting Group, who predicted that their share of it would grow by compound annual growth rate of 5.7% to USD 97 trillion in 2024.<a href=\"#two\"><sup>2<\/sup><\/a><\/p><p>About 25% of ultra-wealthy women have gained their wealth purely as heirs, around 45% have created their own fortunes, and the rest have achieved UHNW-status via a combination of inheritance and entrepreneurship. Ultra-wealthy women often allocate a significant share of their assets differently than men. They tend to have strong interests in philanthropy, sports, art, and education.<a href=\"#three\"><sup>3<\/sup><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-987c4dc elementor-widget elementor-widget-text-editor\" data-id=\"987c4dc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">Female wealth management clients have also shown a particular affinity for:<\/span><\/p>\n<p><b>Digital wealth management technology<\/b><span style=\"font-weight: 400\">, especially as a result of the Covid-19 crisis. A UBS report found that women particularly appreciate being able to use digital tools to strike an efficient balance between their personal and professional lives.<\/span><a href=\"#four\"><sup>4<\/sup><\/a> <span style=\"font-weight: 400\"> Moreover, research from EY found that wealthy women expect to make greater use of digital channels in the future and are just as enthusiastic as men about fintechs, robo-advisors, and other digital investing solutions.<\/span><a href=\"#five\"><sup>5<\/sup><\/a> <span style=\"font-weight: 400\">&nbsp;<\/span><\/p>\n<p><b>Female advisors<\/b><span style=\"font-weight: 400\">, and wealth management firms with few women on their teams should take note of this preference. While women play an increasing role in managing wealth, according to a report from Carson Group<\/span><a href=\"#six\"><sup>6<\/sup><\/a><span style=\"font-weight: 400\"> the general underrepresentation of female advisors is not good for the wealth management industry as whole.&nbsp;<\/span><\/p>\n<p><i><span style=\"font-weight: 400\">\u201cThe findings of our 2023 Women in Wealth Management study reinforce the crucial role that female financial advisors play in today\u2019s industry. Beyond the qualitative insights, the statistical data underscores the need for continued efforts to enhance gender diversity, promote sponsorship, and create inclusive cultures,\u201d<\/span><\/i><span style=\"font-weight: 400\"> said Julie Ragatz, Vice-President of NextGen and Advisor Development Programs at Carson Group. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7594a67 elementor-section-content-middle elementor-hidden-desktop elementor-hidden-tablet elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7594a67\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-7f39a36\" data-id=\"7f39a36\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-bc0e856 elementor-widget elementor-widget-image\" data-id=\"bc0e856\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/elementor\/thumbs\/henrys-value-smooth-ql5mmbzwszmfqfjp0glzfkzcferrho578u8rqzbqqo.png\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-3e4069f\" data-id=\"3e4069f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-904ca42 elementor-widget-mobile__width-auto elementor-widget elementor-widget-heading\" data-id=\"904ca42\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">HENRYs Value Smooth, Hassle-Free Digital Experiences<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6aed630 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6aed630\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-d6b9ec4 elementor-hidden-mobile\" data-id=\"d6b9ec4\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8def6d7 elementor-widget elementor-widget-image\" data-id=\"8def6d7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/henrys-value-smooth-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-33014\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/henrys-value-smooth-150x150.png 150w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/henrys-value-smooth-13x12.png 13w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/elementor\/thumbs\/henrys-value-smooth-ql5mmbzwszmfqfjp0glzfkzcferrho578u8rqzbqqo.png 80w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-b3dca6d\" data-id=\"b3dca6d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-26bb3af elementor-hidden-mobile elementor-widget elementor-widget-heading\" data-id=\"26bb3af\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">HENRYs Value Smooth, Hassle-Free Digital Experiences<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8094a4b elementor-widget elementor-widget-text-editor\" data-id=\"8094a4b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">High earners, not rich yet (HENRYs) make between US $250k and $500k a year. Many of them find it challenging to accumulate wealth, often allocating a majority of their income to consumer spending, educational costs, and housing expenses instead of investments. Those who do set aside money for the future \u2013 usually after paying off their student and car loans, according to <\/span><span style=\"font-weight: 400\">Equifax<\/span><a href=\"#seven\"><sup>7<\/sup><\/a><span style=\"font-weight: 400\"> \u2013 are likely to enter the ranks of high net worth individuals (HNWIs).\u00a0<\/span><\/p><p><span style=\"font-weight: 400\">HENRYs are among luxury marketers\u2019 favourite segments to target, and they deserve your attention too. Especially affluent young women: EY found that those hovering at the HNWI threshold with a household wealth of around US $1.5 million are the most likely high-income earners to seek advice on managing their wealth.<\/span><a href=\"#five\"><sup>5<\/sup><\/a><span style=\"font-weight: 400\"> By establishing trust with a HENRY during his or her first steps towards building significant wealth, you can cultivate a lifelong client.<\/span><\/p><p><span style=\"font-weight: 400\">Typical HENRYs have long working hours. Many have grown up surrounded by social media and value user-friendly digital experiences that do not involve too much effort when it comes to their finances. Considering that a significant portion of their financial lives revolve around spending money as opposed to saving it, it is noteworthy that the same Equifax report found that HENRYs prefer to pay bills online and via mobile devices and automatically charge recurring bills to debit or credit cards.\u00a0\u00a0<\/span><\/p><p><span style=\"font-weight: 400\">To build strong relationships with soon-to-be HNWIs, aim to help them navigate the challenges<\/span><span style=\"font-weight: 400\"> of balancing their lifestyles with their financial assets, reducing debt, and increasing savings. Keep your advice short, simple, and data-driven. Statistically, they are likely familiar with the power of data \u2013 the highest paid professions in Europe are in data-intensive industries like IT and energy<\/span> <a href=\"#eight\"><sup>8<\/sup><\/a> <span style=\"font-weight: 400\"> \u2013 but lack the time to sift through reports and make sense of them.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3cc6f31 elementor-section-content-middle elementor-hidden-desktop elementor-hidden-tablet elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3cc6f31\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-baaf11c\" data-id=\"baaf11c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-deed08b elementor-widget elementor-widget-image\" data-id=\"deed08b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/elementor\/thumbs\/great-wealth-transfer-ql5mm96e8hikrlnsgxe3q3oyn95nuku08gabb5fx9c.png\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-a3898b8\" data-id=\"a3898b8\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5f362c4 elementor-widget-mobile__width-auto elementor-widget elementor-widget-heading\" data-id=\"5f362c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Great Wealth Transfer Recipients Look for Digitally Enhanced, Holistic Advice<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a3acc45 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a3acc45\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-08b7c9e elementor-hidden-mobile\" data-id=\"08b7c9e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d170198 elementor-widget elementor-widget-image\" data-id=\"d170198\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/great-wealth-transfer-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-33015\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/great-wealth-transfer-150x150.png 150w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/great-wealth-transfer-13x12.png 13w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/elementor\/thumbs\/great-wealth-transfer-ql5mm96e8hikrlnsgxe3q3oyn95nuku08gabb5fx9c.png 80w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-d213443\" data-id=\"d213443\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f08ce0d elementor-hidden-mobile elementor-widget elementor-widget-heading\" data-id=\"f08ce0d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Great Wealth Transfer Recipients Look for Digitally Enhanced, Holistic Advice<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c3398d elementor-widget elementor-widget-text-editor\" data-id=\"5c3398d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">In the so-called Great Wealth Transfer, US $84 trillion in assets is set to leave primarily Baby Boomers\u2019 hands over the next 20 years, with 85% of it going to recipients born after 1965, i.e. Gen Xers, Millennials, and Gen Zers.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">The younger the heir, the more likely he or she is to seek new financial advisors. According to Unblu&#8217;s 2023 Digital Wealth Management Outlook,<\/span><a href=\"#nine\"><sup>9<\/sup><\/a><span style=\"font-weight: 400\"> a remarkable 80% of Millennials<\/span> <span style=\"font-weight: 400\">look for wealth guidance from a fresh source after inheriting their parents\u2019 money.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">Many Millennial and Gen Z heirs \u2013 similar to their HENRY peers \u2013 are digital natives. Having grown up with technology at their fingertips, they are comfortable with online banking and investment platforms and expect instant self-service options, hyper-personalised communication, and superior digital experiences from their financial service providers.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">For some years now, it has been becoming increasingly clear that younger investors are likely to factor considerations that are not purely financial into their wealth decision-making. As far back as 2018, MSCI identified that 90% of Millennials wanted to tailor their investments to their values,<\/span><a href=\"#ten\"><sup>10<\/sup><\/a><span style=\"font-weight: 400\"> and Morningstar identified that many Gen Xers were sharing this priority in 2019. <\/span><a href=\"#eleven\"><sup>11<\/sup><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-274fe2c elementor-section-content-middle elementor-hidden-desktop elementor-hidden-tablet elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"274fe2c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-20d7984\" data-id=\"20d7984\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f51de7e elementor-widget elementor-widget-image\" data-id=\"f51de7e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/elementor\/thumbs\/service-priorities-ql5mm5f1h5dfh5t92vrlg4n49po6zsf2vxode1lhy8.png\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-bc8452d\" data-id=\"bc8452d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8429f79 elementor-widget-mobile__width-auto elementor-widget elementor-widget-heading\" data-id=\"8429f79\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Service Priorities for Wealthy Women, HENRYs, and Great Wealth Transfer Recipients<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3681dcf elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3681dcf\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-c6717d9 elementor-hidden-mobile\" data-id=\"c6717d9\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a714ea5 elementor-widget elementor-widget-image\" data-id=\"a714ea5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/service-priorities-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-33016\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/service-priorities-150x150.png 150w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/service-priorities-13x12.png 13w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/elementor\/thumbs\/service-priorities-ql5mm5f1h5dfh5t92vrlg4n49po6zsf2vxode1lhy8.png 80w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-9c2577f\" data-id=\"9c2577f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-01126d1 elementor-hidden-mobile elementor-widget elementor-widget-heading\" data-id=\"01126d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Service Priorities for Wealthy Women, HENRYs, and Great Wealth Transfer Recipients<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-71440c6 elementor-widget elementor-widget-text-editor\" data-id=\"71440c6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">According to another piece of research from EY,<\/span><a href=\"#twelve\"><sup>12<\/sup><\/a><span style=\"font-weight: 400\"> all of tomorrow\u2019s most promising wealth management clients expect you to provide:\u00a0<\/span><\/p><p><b>01 Personalised services tailored to their increasingly complex financial lives<\/b><\/p><p><span style=\"font-weight: 400\">Personal attention matters, especially to women. Simon-Kucher, a global consultancy, found that women are 30% more likely than men to prefer in-person financial advice and 25% more likely than men to recognise the benefit of one-on-one meetings.<\/span><a href=\"#thirteen\"><sup>13<\/sup><\/a><span style=\"font-weight: 400\"> Also, young wealth owners of any gender will expect you to take the time to form a holistic understanding of their values and how their finances can best reflect them.\u00a0\u00a0\u00a0\u00a0\u00a0<\/span><\/p><p><b>02 Outstanding digital experiences<\/b><\/p><p><span style=\"font-weight: 400\">How you deliver personalised advice \u2013 and how clients know it is personalised \u2013 will to a large extent determine the degree of trust you can build. Refreshed hybrid models leveraging clients\u2019 own wealth data, reinforced with digital collaboration capabilities, will improve your accessibility, engagement, and credibility. Technology consultancy Broadridge\u2019s recommendations for wealth management firms include incorporating digital tools into every aspect of their operations, especially with respect to equipping advisors with foundational analytics tools that synthesise data from across clients\u2019 financial holdings \u2013 and proper training on how to use them.<\/span><a href=\"#fourteen\"><sup>14<\/sup><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c37686c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c37686c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d022451\" data-id=\"d022451\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5c34ae9 elementor-widget elementor-widget-heading\" data-id=\"5c34ae9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Altoo: Presenting Portfolios According to Tomorrow\u2019s Tastes<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-cabc7b6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"cabc7b6\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-e7bf721\" data-id=\"e7bf721\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9ae3a25 elementor-widget elementor-widget-text-editor\" data-id=\"9ae3a25\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400\">A preference for clear, simple answers is universally shared by all high and ultra-high-net-worth individuals, regardless of their gender or generation. This preference has, however, come into the spotlight due to shifting demographics.<\/span><\/p><p><span style=\"font-weight: 400\">The <a href=\"https:\/\/altoo.io\/\">Altoo Wealth Platform<\/a> has thus been designed to help you satisfy your client base of today and tomorrow. It <a href=\"https:\/\/altoo.io\/consolidation\/\">aggregates data<\/a> on what wealthy individuals own and owe, <a href=\"https:\/\/altoo.io\/analysis\/\">automatically analyses this data<\/a>, and presents the results in clear visualisations that take just a few seconds to explain and understand. Also, in addition to enabling assets to be grouped according to customisable criteria reflecting younger investors\u2019 personal convictions, it automates away many manual tasks to give you more time for one-on-one conversations particularly prized by wealthy women of all ages. Onboarding is fast and easy, with most wealth management firms and their asset-rich but time-poor clients up and running in just a few days <a href=\"https:\/\/altoo.io\/services\/\">with the help of Altoo specialists.<\/a>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-89405ab elementor-hidden-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"89405ab\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3c2e005\" data-id=\"3c2e005\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0269814 elementor-widget elementor-widget-image\" data-id=\"0269814\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2077\" height=\"1106\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-01.png\" class=\"attachment-full size-full wp-image-32969\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-01.png 2077w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-01-300x160.png 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-01-1024x545.png 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-01-768x409.png 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-01-1536x818.png 1536w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-01-2048x1091.png 2048w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-01-18x10.png 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-01-600x319.png 600w\" sizes=\"(max-width: 2077px) 100vw, 2077px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c49ef6b elementor-hidden-desktop elementor-hidden-tablet elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c49ef6b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-afd6aa6\" data-id=\"afd6aa6\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2b16c48 elementor-widget elementor-widget-image\" data-id=\"2b16c48\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"742\" height=\"2870\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-mobile-01.png\" class=\"attachment-full size-full wp-image-32998\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-mobile-01.png 742w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-mobile-01-265x1024.png 265w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-mobile-01-397x1536.png 397w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-mobile-01-3x12.png 3w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2025\/03\/wealth-graphic-mobile-01-155x600.png 155w\" sizes=\"(max-width: 742px) 100vw, 742px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7248f0c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7248f0c\" data-element_type=\"section\" data-e-type=\"section\" id=\"one\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-aef514d\" data-id=\"aef514d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c330764 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"c330764\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a3e98b4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a3e98b4\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-065a72c\" data-id=\"065a72c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-21d551e elementor-widget elementor-widget-heading\" data-id=\"21d551e\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"two\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">[Endnotes]<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a2a45ea elementor-widget elementor-widget-html\" data-id=\"a2a45ea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"links\">\n    <p><sup>[1]<\/sup> <a href=\"https:\/\/info.altrata.com\/world-ultra-wealth-report-2023-pdf\" id=\"three\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">World Ultra Wealth Report<\/span><\/a><span style=\"font-weight: 400\">, Altrata<\/span>\n<\/p>\n<p>\n<sup>[2]<\/sup> <a href=\"https:\/\/www.bcg.com\/publications\/2020\/managing-next-decade-women-wealth\" id=\"four\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Managing the Next Decade of Women\u2019s Wealth,<\/span><\/a><span style=\"font-weight: 400\"> BCG<\/span>\n<\/p>\n<p>\n<sup>[3]<\/sup> <a href=\"https:\/\/altrata.com\/articles\/the-defining-characteristics-of-ultra-wealthy-women\" id=\"five\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">The Defining Characteristics of Ultra Wealthy Women<\/span><\/a><span style=\"font-weight: 400\">, Altrata<\/span>\n<\/p>\n<p>\n<sup>[4]<\/sup> <a href=\"https:\/\/www.ubs.com\/global\/en\/wealth-management\/women\/2021\/women-wealth-2030.html\" id=\"six\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Women-Wealth-2030,<\/span><\/a><span style=\"font-weight: 400\"> UBS<\/span>\n<\/p>\n<p>\n<sup>[5]<\/sup> <a href=\"https:\/\/assets.ey.com\/content\/dam\/ey-sites\/ey-com\/en_gl\/topics\/wealth-and-asset-management\/wealth-asset-management-pdfs\/ey-women-wealth-updated.pdf\" id=\"seven\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Women and wealth: The case for a customized approach<\/span><\/a><span style=\"font-weight: 400\">, EY<\/span>\n<\/p>\n<p>\n<sup>[6]<\/sup> <a href=\"https:\/\/resources.carsongroup.com\/women-in-wealth-report-2023\" id=\"eight\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">State of Women in Wealth Management Report 2023<\/span><\/a><span style=\"font-weight: 400\">, Carson Group<\/span>\n<\/p>\n<p>\n<sup>[7]<\/sup> <a href=\"https:\/\/assets.equifax.com\/assets\/usis\/meet_henry_high_earners_not_rich_yet_infographic.pdf\" id=\"nine\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Meet Henry - High earners, not rich yet<\/span><\/a><span style=\"font-weight: 400\">, Equifax<\/span>\n<\/p>\n<p>\n<sup>[8]<\/sup> <a href=\"https:\/\/ec.europa.eu\/eurostat\/web\/products-eurostat-news\/-\/ddn-20210302-1\" id=\"ten\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">What are the best paying sectors in the EU?<\/span><\/a><span style=\"font-weight: 400\">, Eurostat<\/span>\n<\/p>\n<p>\n<sup>[9]<\/sup> <a href=\"https:\/\/www.unblu.com\/en\/resources\/downloads\/digital-wealth-management-outlook\/\" id=\"eleven\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">\u0422he Digital Wealth Management Outlook 2023<\/span><\/a><span style=\"font-weight: 400\">, Unblu<\/span>\n<\/p>\n<p>\n<sup>[10]<\/sup> <a href=\"https:\/\/www.msci.com\/documents\/10199\/07e7a7d3-59c3-4d0b-b0b5-029e8fd3974b\" id=\"twelve\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Swipe to invest<\/span><\/a><span style=\"font-weight: 400\">, MSCI<\/span>\n<\/p>\n<p>\n<sup>[11]<\/sup> <a href=\"https:\/\/www.msci.com\/documents\/10199\/07e7a7d3-59c3-4d0b-b0b5-029e8fd3974b\" id=\"thirteen\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Swipe to invest<\/span><\/a><span style=\"font-weight: 400\">, MSCI<\/span>\n<\/p>\n<p>\n<sup>[12]<\/sup> <a href=\"https:\/\/assets.ey.com\/content\/dam\/ey-sites\/ey-com\/en_gl\/noindex\/ey-2023-global-wealthresearch.pdf\" id=\"fourteen\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">When volatility causes complexity, how can wealth managers create opportunity?<\/span><\/a><span style=\"font-weight: 400\">, EY <\/span>\n<\/p>\n<p>\n<sup>[13]<\/sup> <a href=\"https:\/\/www.simon-kucher.com\/en\/insights\/women-wealth-management-building-winning-client-experience-us-and-canada\" id=\"fifteen\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Women in Wealth Management<\/span><\/a><span style=\"font-weight: 400\">, Simon-Kucher <\/span>\n<\/p>\n<p>\n<sup>[14]<\/sup> <a href=\"https:\/\/www.broadridge.com\/_assets\/pdf\/broadridge-targeting-the-digital-generation-whitepaper.pdf\" id=\"sixteen\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Targeting the Digital Generation<\/span><\/a><span style=\"font-weight: 400\">, Broadridge <\/span>\n<\/p>\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e76bfe9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e76bfe9\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-74b0164\" data-id=\"74b0164\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2ec0e8b elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"2ec0e8b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9a3672c single-post-we-missed elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9a3672c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-3f19abf8\" data-id=\"3f19abf8\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4e512ad3 elementor-widget elementor-widget-text-editor\" data-id=\"4e512ad3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4><b>We think you might like<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ca02f66 elementor-grid-3 elementor-grid-tablet-2 elementor-grid-mobile-1 elementor-widget elementor-widget-loop-grid\" data-id=\"2ca02f66\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;template_id&quot;:&quot;6906&quot;,&quot;_skin&quot;:&quot;post&quot;,&quot;columns&quot;:&quot;3&quot;,&quot;columns_tablet&quot;:&quot;2&quot;,&quot;columns_mobile&quot;:&quot;1&quot;,&quot;edit_handle_selector&quot;:&quot;[data-elementor-type=\\&quot;loop-item\\&quot;]&quot;,&quot;row_gap&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;row_gap_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;row_gap_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"loop-grid.post\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-loop-container elementor-grid\" role=\"list\">\n\t\t<style id=\"loop-6906\">.elementor-6906 .elementor-element.elementor-element-919a49c{margin-top:0px;margin-bottom:30px;padding:0px 0px 0px 0px;}.elementor-6906 .elementor-element.elementor-element-8e33a7a > .elementor-widget-wrap > .elementor-widget:not(.elementor-widget__width-auto):not(.elementor-widget__width-initial):not(:last-child):not(.elementor-absolute){margin-block-end:15px;}.elementor-widget-post-info .elementor-icon-list-item:not(:last-child):after{border-color:var( --e-global-color-text );}.elementor-widget-post-info .elementor-icon-list-icon i{color:var( --e-global-color-primary );}.elementor-widget-post-info .elementor-icon-list-icon svg{fill:var( --e-global-color-primary );}.elementor-widget-post-info .elementor-icon-list-text, .elementor-widget-post-info .elementor-icon-list-text a{color:var( --e-global-color-secondary 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0px;padding:0px 0px 0px 0px;}.elementor-widget-theme-post-title .elementor-heading-title{font-family:var( --e-global-typography-primary-font-family ), Sans-serif;font-weight:var( --e-global-typography-primary-font-weight );color:var( --e-global-color-primary );}.elementor-6906 .elementor-element.elementor-element-0648dc6 .elementor-heading-title{font-family:\"SangBleu Sunrise\", Sans-serif;font-size:18px;font-weight:bold;color:#47436F;}.elementor-6906 .elementor-element.elementor-element-0648dc6 > .elementor-widget-container{margin:-12px 0px 0px 0px;padding:0px 0px 0px 0px;}.elementor-widget-theme-post-featured-image .widget-image-caption{color:var( --e-global-color-text );font-family:var( --e-global-typography-text-font-family ), Sans-serif;font-size:var( --e-global-typography-text-font-size );}.elementor-widget-theme-post-excerpt .elementor-widget-container{font-family:var( --e-global-typography-text-font-family ), Sans-serif;font-size:var( --e-global-typography-text-font-size );color:var( --e-global-color-text );}.elementor-6906 .elementor-element.elementor-element-89d0997 .elementor-widget-container{font-family:\"Freight Sans Pro Medium\", Sans-serif;font-size:17px;line-height:22px;color:#0F0B30;}.elementor-widget-button .elementor-button{font-family:var( --e-global-typography-accent-font-family ), Sans-serif;font-weight:var( --e-global-typography-accent-font-weight );background-color:var( --e-global-color-accent );}.elementor-6906 .elementor-element.elementor-element-ad1992f .elementor-button{fill:#000000;color:#000000;background-color:#FFFFFF00;border-style:none;padding:0px 0px 0px 0px;}@media(max-width:1024px){.elementor-widget-post-info .elementor-icon-list-item{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-item{font-size:17px;}.elementor-widget-theme-post-featured-image .widget-image-caption{font-size:var( --e-global-typography-text-font-size );}.elementor-widget-theme-post-excerpt .elementor-widget-container{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-89d0997 .elementor-widget-container{font-size:17px;}}@media(max-width:767px){.elementor-6906 .elementor-element.elementor-element-919a49c{padding:0px 0px 0px 0px;}.elementor-widget-post-info .elementor-icon-list-item{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-466764e .elementor-icon-list-item{font-size:16px;}.elementor-widget-theme-post-featured-image .widget-image-caption{font-size:var( --e-global-typography-text-font-size );}.elementor-widget-theme-post-excerpt .elementor-widget-container{font-size:var( --e-global-typography-text-font-size );}.elementor-6906 .elementor-element.elementor-element-89d0997 .elementor-widget-container{font-size:16px;}}<\/style>\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"6906\" class=\"elementor elementor-6906 e-loop-item e-loop-item-42277 post-42277 post type-post status-publish format-standard has-post-thumbnail hentry category-all-insights category-digital-wealth-management category-explore-by-entity category-family-office category-fintech category-multi-family-office category-single-family-office tag-cybersecure-family-office tag-template-3\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-919a49c new-post elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"919a49c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8e33a7a\" data-id=\"8e33a7a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-466764e elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-post-info\" data-id=\"466764e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-cc5618b\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>mars 16, 2026<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0648dc6 titleColor elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"0648dc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\"><a href=\"https:\/\/altoo.io\/fr\/the-cybersecure-family-office-how-the-collaboration-gap-gets-closed\/\">The Cybersecure Family Office: How the Collaboration Gap Gets Closed<\/a><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-978fdb2 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"978fdb2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/altoo.io\/fr\/the-cybersecure-family-office-how-the-collaboration-gap-gets-closed\/\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"627\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/secure-fo.jpg\" class=\"attachment-full size-full wp-image-42278\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/secure-fo.jpg 1200w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/secure-fo-300x157.jpg 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/secure-fo-1024x535.jpg 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/secure-fo-768x401.jpg 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/secure-fo-18x9.jpg 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/secure-fo-600x314.jpg 600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89d0997 elementor-widget elementor-widget-theme-post-excerpt\" data-id=\"89d0997\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-excerpt.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\tDirect access to assets, comprehensive knowledge of family structures, and visibility into legal and succession arrangements make a family office effective. They also make it an attractive target for cyberattackers. For institutional investors, the answer to that exposure is structural: sensitive information travels through governed channels and access is defined by role. Family offices have been slower to adopt that discipline, and the gap is no longer theoretical.\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad1992f elementor-align-right post-read elementor-widget elementor-widget-button\" data-id=\"ad1992f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/altoo.io\/fr\/the-cybersecure-family-office-how-the-collaboration-gap-gets-closed\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read More \u00bb<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"6906\" class=\"elementor elementor-6906 e-loop-item e-loop-item-42169 post-42169 post type-post status-publish format-standard has-post-thumbnail hentry category-all-insights category-explore-by-entity category-family-office category-multi-family-office category-single-family-office tag-template-3 tag-wealth-reporting\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-919a49c new-post elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"919a49c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8e33a7a\" data-id=\"8e33a7a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-466764e elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-post-info\" data-id=\"466764e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-cc5618b\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>mars 3, 2026<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0648dc6 titleColor elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"0648dc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\"><a href=\"https:\/\/altoo.io\/fr\/private-markets-why-family-offices-need-better-performance-and-liquidity-visibility\/\">Private Markets: Why Family Offices Need Better Performance and Liquidity Visibility<\/a><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-978fdb2 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"978fdb2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/altoo.io\/fr\/private-markets-why-family-offices-need-better-performance-and-liquidity-visibility\/\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"627\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/time-private.jpg\" class=\"attachment-full size-full wp-image-42170\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/time-private.jpg 1200w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/time-private-300x157.jpg 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/time-private-1024x535.jpg 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/time-private-768x401.jpg 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/time-private-18x9.jpg 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/02\/time-private-600x314.jpg 600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89d0997 elementor-widget elementor-widget-theme-post-excerpt\" data-id=\"89d0997\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-excerpt.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\tPrivate markets now represent nearly 30% of the average family office portfolio. Yet many family offices are not systematically tracking performance or predicting cash flows across these investments. Institutional investors treat private equity, venture capital, and other illiquid assets as measurable, forecastable components of total portfolio strategy. They automate what family offices often accomplish through quarterly manual reconciliation, spreadsheet calculations, and reactive cash management. Purpose-built technology is closing this gap, bringing institutional-grade automation to family office scale without requiring institutional-scale resources.\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad1992f elementor-align-right post-read elementor-widget elementor-widget-button\" data-id=\"ad1992f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/altoo.io\/fr\/private-markets-why-family-offices-need-better-performance-and-liquidity-visibility\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read More \u00bb<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"6906\" class=\"elementor elementor-6906 e-loop-item e-loop-item-41902 post-41902 post type-post status-publish format-standard has-post-thumbnail hentry category-all-insights category-explore-by-entity category-family-office category-multi-family-office category-private-wealth-owners category-single-family-office tag-risk-management tag-template-3\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-919a49c new-post elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"919a49c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8e33a7a\" data-id=\"8e33a7a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-466764e elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-post-info\" data-id=\"466764e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-cc5618b\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>f\u00e9vrier 3, 2026<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0648dc6 titleColor elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"0648dc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\"><a href=\"https:\/\/altoo.io\/fr\/why-family-offices-cant-afford-portfolio-blindness\/\">Why Family Offices Can&#8217;t Afford Portfolio Blindness<\/a><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-978fdb2 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"978fdb2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/altoo.io\/fr\/why-family-offices-cant-afford-portfolio-blindness\/\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"627\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz.jpg\" class=\"attachment-full size-full wp-image-41903\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz.jpg 1200w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz-300x157.jpg 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz-1024x535.jpg 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz-768x401.jpg 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz-18x9.jpg 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz-600x314.jpg 600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89d0997 elementor-widget elementor-widget-theme-post-excerpt\" data-id=\"89d0997\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-excerpt.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\tFor family offices, it\u2019s all too easy for diversification strategies to become operational liabilities. When there are multiple custodians, asset classes, and jurisdictions, the structures meant to protect wealth can obscure it. Unfortunately, the persistence of spreadsheet-based consolidation is a symptom of an infrastructure gap. Fortunately, family offices can learn from how institutional investors address this gap.\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad1992f elementor-align-right post-read elementor-widget elementor-widget-button\" data-id=\"ad1992f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/altoo.io\/fr\/why-family-offices-cant-afford-portfolio-blindness\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read More \u00bb<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-5e0342db in-case\" data-id=\"5e0342db\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-528aaeea elementor-widget elementor-widget-text-editor\" data-id=\"528aaeea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4><b>In case you missed it<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-75bf2f21 elementor-grid-1 elementor-grid-tablet-1 elementor-grid-mobile-1 elementor-widget elementor-widget-loop-grid\" data-id=\"75bf2f21\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;template_id&quot;:&quot;6906&quot;,&quot;columns&quot;:&quot;1&quot;,&quot;columns_tablet&quot;:&quot;1&quot;,&quot;_skin&quot;:&quot;post&quot;,&quot;columns_mobile&quot;:&quot;1&quot;,&quot;edit_handle_selector&quot;:&quot;[data-elementor-type=\\&quot;loop-item\\&quot;]&quot;,&quot;row_gap&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;row_gap_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;row_gap_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"loop-grid.post\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-loop-container elementor-grid\" role=\"list\">\n\t\t\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"6906\" class=\"elementor elementor-6906 e-loop-item e-loop-item-41902 post-41902 post type-post status-publish format-standard has-post-thumbnail hentry category-all-insights category-explore-by-entity category-family-office category-multi-family-office category-private-wealth-owners category-single-family-office tag-risk-management tag-template-3\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-919a49c new-post elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"919a49c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8e33a7a\" data-id=\"8e33a7a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-466764e elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-post-info\" data-id=\"466764e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-cc5618b\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>f\u00e9vrier 3, 2026<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0648dc6 titleColor elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"0648dc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\"><a href=\"https:\/\/altoo.io\/fr\/why-family-offices-cant-afford-portfolio-blindness\/\">Why Family Offices Can&#8217;t Afford Portfolio Blindness<\/a><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-978fdb2 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"978fdb2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/altoo.io\/fr\/why-family-offices-cant-afford-portfolio-blindness\/\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"627\" src=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz.jpg\" class=\"attachment-full size-full wp-image-41903\" alt=\"\" srcset=\"https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz.jpg 1200w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz-300x157.jpg 300w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz-1024x535.jpg 1024w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz-768x401.jpg 768w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz-18x9.jpg 18w, https:\/\/altoo.io\/live01\/wp-content\/uploads\/2026\/01\/data-viz-600x314.jpg 600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89d0997 elementor-widget elementor-widget-theme-post-excerpt\" data-id=\"89d0997\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-excerpt.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\tFor family offices, it\u2019s all too easy for diversification strategies to become operational liabilities. When there are multiple custodians, asset classes, and jurisdictions, the structures meant to protect wealth can obscure it. Unfortunately, the persistence of spreadsheet-based consolidation is a symptom of an infrastructure gap. Fortunately, family offices can learn from how institutional investors address this gap.\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad1992f elementor-align-right post-read elementor-widget elementor-widget-button\" data-id=\"ad1992f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/altoo.io\/fr\/why-family-offices-cant-afford-portfolio-blindness\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read More \u00bb<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Selon les statistiques actuelles, vos clients les plus fortun\u00e9s sont susceptibles d'avoir un profil personnel assez uniforme. D'apr\u00e8s une \u00e9tude de Wealth-X, la population mondiale des particuliers tr\u00e8s fortun\u00e9s (UHNWI) est compos\u00e9e de 89% d'hommes, dont l'\u00e2ge moyen est de 65 ans. Toutefois, dans un avenir proche, la population des d\u00e9tenteurs de patrimoine comprendra davantage de femmes, de b\u00e9n\u00e9ficiaires du transfert de la grande richesse et de personnes fortun\u00e9es qui viennent de franchir le seuil de la valeur nette \u00e9lev\u00e9e. Cet article pr\u00e9sente ce qu'il faut savoir pour se positionner au mieux au service des investisseurs natifs du num\u00e9rique de demain.  <\/p>","protected":false},"author":13,"featured_media":33032,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"cybocfi_hide_featured_image":"","two_page_speed":[],"footnotes":""},"categories":[544,184,1037,233,487,39,38],"tags":[1031,32],"class_list":["post-32939","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","category-all-insights","category-digital-wealth-management","category-family-office","category-fintech","category-technology","category-wealth-management","tag-template-2","tag-wealth-owners"],"_links":{"self":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/32939","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/comments?post=32939"}],"version-history":[{"count":98,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/32939\/revisions"}],"predecessor-version":[{"id":34274,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/32939\/revisions\/34274"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/media\/33032"}],"wp:attachment":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/media?parent=32939"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/categories?post=32939"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/tags?post=32939"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}