Altoo features in the Winter/Spring 2022 issue of Family Office Global magazine and tackles the sensitive topic of Succession Planning. In the article, Altoo recommends that technology plays an important mediator in the wealth transition journey, allowing the first generation to build up a comprehensive wealth picture, including documentation, and then gradually introduce the next generation to the various topics step by step.
The Altoo Wealth Management software is perfectly suited to assist wealthy families to plan with their future generations for wealth succession and transition. If you wish to learn how we can help, then contact us.
Read the full Altoo article here (PDF) or by clicking the document below.
You can also request a copy of the Family Office Global issue featuring Altoo by following this link.
Your Wealth, Our Priority: Altoo's Consolidation Power, Secure Document Management, and Seamless Stakeholder Sharing for High Net Worth Individuals. Preview Platform.
