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.
Fincite
Germany
Portfolio Management
We empower family offices and their customers to make intelligent financial decisions.
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.
Fincite
Germany
Portfolio Management
We empower family offices and their customers to make intelligent financial decisions.
GreenLock
Switzerland
Technology provider
GreenLock Is All-In-One Platform To Analyze, 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 Analyze, 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.
Our network of leading experts provide us with fresh perspectives on the family office industry.
Family office vs hedge fund: Understanding the differences and investment strategies
Investments
With an increasing number of hedge funds converting to family offices over the past decade, it is more important than ever to understand the differences between the two. This article dives into what hedge funds are, how “hybrid” funds differ from full-fledged family offices, and how they fit into family offices’ portfolios.
Navigating privacy and publicity: A new approach to family office operations
Communication
As the family office industry continues to grow, more family offices are shifting away from privacy with more public profiles to compete for better investment deals, clients and talent. Here's how family offices are adopting marketing strategies that leverage digital platforms to build a strong public perception among the ultra-high-net-worth community.
Direct investing for family offices: Balancing risk and reward
Investments
Direct investing has seen tremendous growth over the past decade as family offices seek greater control over their investments. But what have been the drivers behind this trend and what are the pros and cons that direct investing brings to the table?
How family offices can improve digital security
Cyber Security
As more modern family offices digitise their operations, the more apparent the lack of cybersecurity infrastructure becomes. We explore the common issues and cover some of the measures that can be taken to address them.
Our case studies dissect the success stories of family offices, their clients and service providers.
How Bernard Arnault's next-generation focus sets his family office apart
Case Study Operations
How Bill Gates uses Cascade Investment to manage his wealth
Case Study Operations
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