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.
Solving the wrong problem really well: Understanding human behaviour for family businesses
Health & Longevity
The power of paradox can be found in many parts of our life and the distinctions can be hard to perceive. Yet missing these nuances can be disastrous, particularly for high-net-worth clients running high-stakes operations.
Integrating human rights into impact investing
Impact
The increasing focus on sustainability poses new challenges for investors because they're now required to show results, not just good intentions. Here's how they can do this by using a narrative of change and results-based management.
Impact: Investing in sustainable life below water
Impact
The 14th SDG, as set out by the UN, aims to conserve and encourage the sustainable use of the oceans, seas and marine resources. Here’s an exploratory look at why marine conservation presents an interesting avenue for family offices involved in impact investing.
Understanding how VCs and family offices can work together
Venture Capital
The story of family offices has always been closely aligned with venture capital, but VC remains an under-exploited opportunity. So how can family offices and VCs forge new partnerships and work more effectively together?
Our case studies dissect the success stories of family offices, their clients and service providers.
How Suroosh Alvi made millions from his Vice empire
Case Study Digital
How WordPress founder Matt Mullenweg built his million-dollar fortune
Case Study Digital
We also profile success stories between family offices and their providers. Do you think you have a case worth sharing?
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