Family Office Reviews
Family Office Service Providers
Etops 
Switzerland
Consolidated Reporting
Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.
Mirador
United States of America
Consolidated Reporting
As an independent reporting advisor, Mirador delives state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.
Elysys
Monaco
Consolidated Reporting
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Etops
Switzerland
Consolidated Reporting
Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.
Mirador
United States of America
Consolidated Reporting
As an independent reporting advisor, Mirador delives state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.
Elysys
Monaco
Consolidated Reporting
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Copia Wealth Studios
United States of America
Portfolio Management
Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.
Summitas
United States of America
Portfolio Management
Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.
KeeSystem
Switzerland
Portfolio Management
Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.
Copia Wealth Studios
United States of America
Portfolio Management
Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.
Summitas
United States of America
Portfolio Management
Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.
KeeSystem
Switzerland
Portfolio Management
Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.
GreenLock
Switzerland
Technology provider
GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.
Venn by Two Sigma
United States of America
Portfolio Management
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
GreenLock
Switzerland
Technology provider
GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.
Venn by Two Sigma
United States of America
Portfolio Management
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
Bill.com
United States of America
Accounting
Bill.com is a leading provider of cloud-based software that simplifies, digitises and automates complex back-office financial operations for wealth management and family office firms.
Altoo
Switzerland
Consolidated Reporting
The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.
Sharpfin
Sweden
Consolidated Reporting
We digitize all processes for small to medium size wealth managers within a single cloud service
Bill.com
United States of America
Accounting
Bill.com is a leading provider of cloud-based software that simplifies, digitises and automates complex back-office financial operations for wealth management and family office firms.
Altoo
Switzerland
Consolidated Reporting
The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.
Sharpfin
Sweden
Consolidated Reporting
We digitize all processes for small to medium size wealth managers within a single cloud service
BVNK
Spain
Custody Provider
BVNK is a banking and payments platform built on digital currecies, for the digital economy.
Bitcashier
Lithuania
Digital asset exchange platform
Bitcashier is focusing on bringing bespoke digital currency trading services to family offices, wealth management firms, corporate institutions and banks.
Fireblocks
United States of America
Custody Provider
Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.
BVNK
Spain
Custody Provider
BVNK is a banking and payments platform built on digital currecies, for the digital economy.
Bitcashier
Lithuania
Digital asset exchange platform
Bitcashier is focusing on bringing bespoke digital currency trading services to family offices, wealth management firms, corporate institutions and banks.
Fireblocks
United States of America
Custody Provider
Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.
Goldman Sachs
United States of America
Investment Bank
Goldman Sachs is an American investment bank headquartered in New York City. It offers services in investment banking, wealth management, securities, asset management, prime brokerage, and securities underwriting. In the US, Goldman Sachs also offers GS Select, a private banking offering.
Lombard Odier
Switzerland
Private Bank
The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and CHF 290 bn AuM may sound like many of the others but in fact has evolved to be quite unique.
Julius Baer
Switzerland
Private Bank
Julius Baer, is a private banking corporation founded and based in Switzerland. Headquartered in Zürich The 130 year old bank prides itself on their highly personal service to UHNWIs along with a strong international focus.
Goldman Sachs
United States of America
Investment Bank
Goldman Sachs is an American investment bank headquartered in New York City. It offers services in investment banking, wealth management, securities, asset management, prime brokerage, and securities underwriting. In the US, Goldman Sachs also offers GS Select, a private banking offering.
Lombard Odier
Switzerland
Private Bank
The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and CHF 290 bn AuM may sound like many of the others but in fact has evolved to be quite unique.
Julius Baer
Switzerland
Private Bank
Julius Baer, is a private banking corporation founded and based in Switzerland. Headquartered in Zürich The 130 year old bank prides itself on their highly personal service to UHNWIs along with a strong international focus.
Sopact
United States of America
Impact & ESG
We combine our team’s expertise with our technology, ImpactCloud®, to help your organization improve on the impact measurement process and demonstrate real outcomes.
Clarity AI
United States of America
Impact & ESG
Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions.
Ethic
United States of America
Impact & ESG
Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
Sopact
United States of America
Impact & ESG
We combine our team’s expertise with our technology, ImpactCloud®, to help your organization improve on the impact measurement process and demonstrate real outcomes.
Clarity AI
United States of America
Impact & ESG
Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions.
Ethic
United States of America
Impact & ESG
Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
Wright Partners
Singapore
Fund & External Asset Manager
Wright Partners build risk-aligned, investable ventures with corporates and single family offices.
Novus Capital Partners
United States of America
Fund & External Asset Manager
Novus Capital Partners is an asset management and hedge fund company that runs fintech + trading strategies, packaged together into fund structures. Our main focus are FX markets.
Wright Partners
Singapore
Fund & External Asset Manager
Wright Partners build risk-aligned, investable ventures with corporates and single family offices.
Novus Capital Partners
United States of America
Fund & External Asset Manager
Novus Capital Partners is an asset management and hedge fund company that runs fintech + trading strategies, packaged together into fund structures. Our main focus are FX markets.
Our network of leading experts provide us with fresh perspectives on the family office industry.
Want to try venture investing? It isn’t as easy as you might think
Venture Capital
Venture investing might seem like a straightforward way of achieving bumper returns. But there is more to it than some family offices realise, demanding the right balance of skills, experience, and resources.
CRM for family offices: The next generation of family office communication
Cyber Security
In family office management, the role of Customer Relationship Management (CRM) software has evolved significantly. Traditional CRM systems have paved the way for a new breed of software tailored specifically for family offices. This insight explores how next-gen CRM solutions go beyond simple contact management, transforming how family offices manage relationships, harness data, and optimise operational efficiency.
Lifestyle concierge services for family offices
Luxury & Lifestyle
As the world evolves, so do the expectations of high-net-worth individuals and affluent families. To meet these changing demands, family office concierge services are elevating their game. Our insight focuses on family offices' lifestyle and concierge services and how they have expanded to keep up with the times.
Family capital and governance: Navigating wealth beyond rich lists
Governance
While they might seem innocuous, 'rich lists' tend to be quite limited in gauging wealth. When it comes to good governance, family offices should rather look at the concept of family capital, a broader concept encompassing family well-being, decisions, knowledge, and health. By questioning the reliance on numbers, advisors will encourage a comprehensive view of wealth that includes family dynamics and governance in wealth management.
Our case studies dissect the success stories of family offices, their clients and service providers.
Transforming Family Office Communication with Trusted Family
Case Study Software
We also profile success stories between family offices and their providers. Do you think you have a case worth sharing?
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