Family Office Reviews

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Family Office Service Providers

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

Etops 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 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

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.

PassportCard PassportCard

Germany
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

Switzerland
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

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 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 KeeSystem

Switzerland
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.

BILL BILL

United States of America
Accounting

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

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 Logo

Sharpfin Sharpfin

Sweden
Consolidated Reporting

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

bitcashier

Bitcashier 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

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

Crypto.com Crypto.com

Singapore
Digital asset exchange platform

Crypto.com 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 Crypto.com 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

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, Swiss family office private bank

Julius Baer 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 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-logo

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 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

Singapore
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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bermuda family offices

Bermuda's approach to privacy and asset protection for family offices

Discover the legal framework for privacy and asset protection in Bermuda. Learn how family offices can benefit from its robust laws and international compliance.

artificial intelligence family offices

Why family offices shouldn't fear the future

Foresight

In this insight, Simple Expert Toby Usnik discusses why family offices should embrace artificial intelligence (AI) as a strategic ally, not a threat. In the midst of their fear of the unknown, he proposes a different perspective—one of optimism, opportunity, and the potential for extraordinary growth.

family office musicians

Challenges and opportunities for family offices serving musicians

Family offices, traditionally managing wealth for high-net-worth individuals, increasingly find themselves navigating this vibrant yet complex sector, especially when serving musicians and artists. This article explores the challenges and opportunities for family offices serving musicians

florida family offices

The impact of Florida's tax landscape on family offices

Jurisdictions

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.

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