Family Office Reviews

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Family Office Service Providers

Etops, family office software, portfolio management software, consolidated reporting software

Etops Etops

Consolidated Reporting

Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.

Mirador Logo

Mirador 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.

Financial reporting system

Elysys Elysys

Consolidated Reporting

Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.

PassportCard PassportCard

Health & Wellness Concierge

PassportCard offers comprehensive health insurance solutions for expats worldwide with no out-of-pocket payments for medical costs!

veltracon lifestyle logo

Veltracon Lifestyle Veltracon Lifestyle

Lifestyle & Concierge

Veltracon Lifestyle is a 24/7 VIP service provider and lifestyle concierge. Their slogan 'anything, anytime, anywhere' says it all about Veltracon.


Copia Wealth Studios 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 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 KeeSystem

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.


United States of America

BILL 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, family office software, portfolio management software, consolidated reporting software

Altoo Altoo

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 Logo

Sharpfin Sharpfin

Consolidated Reporting

We digitize all processes for small to medium size wealth managers within a single cloud service


Bitcashier Bitcashier

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 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.

crypto com

Digital asset exchange platform is a cryptocurrency exchange app that supports trading, investing, staking, wallets, NFTs, and more. This exchange offers more than 250 different currencies, along with minimal fees, and discounts for those who hold a significant stake in Coin (CRO). Its ecosystem of crypto-related products could make it a good choice for those looking to do a lot with their cryptocurrency.

Goldman Sachs, US family office private bank

Goldman Sachs 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

Lombard Odier Lombard Odier

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, Swiss family office private bank

Julius Baer Julius Baer

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 Logo

Sopact 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 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 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 logo

Wright Partners Wright Partners

Fund & External Asset Manager

Wright Partners build risk-aligned, investable ventures with corporates and single family offices.

novus capital partners

Novus Capital Partners 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.

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New florida family offices

The impact of Florida's tax landscape on family offices


Known for its favourable tax regime, Florida offers significant advantages that can impact wealth preservation, growth, and succession planning. This article explores how Florida's tax environment affects family offices, highlighting key benefits and strategic considerations.

wealthtech innovations

5 Emerging WealthTech innovations for family offices


Explore the top five WealthTech innovations revolutionising wealth management for family offices. From AI-driven analytics to secure blockchain transactions, discover how these technologies can enhance your investment strategy and safeguard your assets.

india family offices

A glimpse into five of India's largest family offices


Explore the dynamics of wealth management in India through an in-depth look at five of the most influential family offices, understanding their strategies, influence, and impact on the Indian and global financial landscape.

sporting celebrities

How US sporting celebrities manage their family offices


The transition from high-earning athletes to savvy wealth managers is a critical journey, often mired in complexities unique to their career paths. This article delves into the nuances of how US sporting celebrities structure their family offices, ensuring financial growth, legal compliance, and effective brand management.

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simple family office
Who are we?

Simple is a next-generation company focused on helping family offices and their service providers to professionalize and be future-ready through our insights, services and data. Our platform members include key individuals from family offices, service providers as well as various industry professionals, academic institutions or interested parties.

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