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.
WealthArc
Switzerland
Consolidated Reporting
WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.
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.
CORYX
Germany
Portfolio Management
With CORYX iO, we offer Single and Multi-Family Offices, Asset & Wealth Managers, Fonds, Foundations and Banks an investment management platform tailored to their needs.
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 crypto, for the digital economy.
Bitcashier
Lithuania
Digital asset exchange platform
Bitcashier is focusing on bringing a bespoke cryptocurrency trading services to family offices, wealth management firms, corporate institutions and banks.
Bitcoin reserve
Estonia
Prime Brokerage
Created for both serious beginners and investors, the Bitcoin Reserve platform provides a user-friendly bitcoin buying experience in Europe.
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.
The Upright Project
Finland
Data
Upright is an innovative fintech that has distinct offerings for investors, companies, public sector, employees, and consumers that quantify impact to enable better decision making.
Our network of leading experts provide us with fresh perspectives on the family office industry.
Cryptocurrencies as part of the family office asset mix
Cryptocurrency
As more family offices look to incorporate cryptocurrency into their portfolios, here's a look at where they can go within the wider assets allocation matrix.
Investing in food security: An alternative approach to impact
Impact Strategy
In response to the climate and social crisis, the UN established a set of sustainable development challenges to be addressed by 2030. We explore alternative ways to contribute to the 2nd SDG, which aims to ensure food security, improve nutrition and promote sustainable agriculture.
Making the investment case for bitcoin infrastructure
Venture Capital
Bitcoin is not just a cryptocurrency – it’s a transformative technology with the potential to rearchitect the world’s monetary systems. Realising this potential requires significant investment in bitcoin infrastructure, creating a high-impact and lucrative opportunity for family offices looking to make substantive first steps into the crypto world.
Why women in impact investing can change the world
Foresight
Today, women are still less inclined than men to invest. This gender inequality in finance is a global problem that limits not only women's financial opportunities but also their potential to influence a better future for the planet.
Our case studies dissect the success stories of family offices, their clients and service providers.
Waterfield Advisors on how they approach impact investing
Case Study Impact
Jack Dorsey's Wealth and the Family Office Managing it
Case Study Operations
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