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.
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.
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.
Family offices and venture deal flow – the holy grail
Venture Capital
For family offices looking to grow their venture portfolios, generating, and managing deal flow is a significant challenge. From building a pipeline of startups to filtering out the most promising deals, what’s the best way to approach it?
How to start family succession planning
Next Generation
Succession planning is often a thorny obstacle for families to overcome. Sensitive as all issues of this nature are, it is often tempting to put off discussions to avoid conflict. However, smart succession planning is essential to a family empire for a number of reasons, and with the right action plan, it can be handled without undue infighting.
6 family office trends in direct and venture capital investments
Venture Capital
Family offices have become a significant agent in global investments and innovation in the last decade. Despite recent turbulence, such as the Covid-19 pandemic and the disruptive global recession, family offices continue to remain positive regarding investments.
The 5 building blocks of the future family office
Operations
Every family office is looking for ways to safeguard its future, but what will set the next generation of family offices apart from others?
Our case studies dissect the success stories of family offices, their clients and service providers.
How Jennifer Lopez manages her wealth
Case Study Operations
Exploring LRMR, LeBron James' family office
Case Study Operations
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