Case Study
Case Studies
Real-world examples of how family offices and service providers solve challenges and create value.
Modernising 150 years of governance and entity management with DiliTrust
This case study explores Towell Group’s journey, the challenges it faced, the solutions it adopted,…
Saving the inheritance: Maritime Capital’s property portfolio rescue
Learn how Maritime Capital helped a family restructure their inherited property portfolio, enhance cash flow,…
Simplifying lifestyle management with Albertine’s discreet digital concierge platform
Learn how a family office simplified lifestyle management with Albertine, a concierge service provider, with…
How a family office advisor cut monthly reporting from 3 days to 3 hours with Landytech
An advisor who was supporting two private family office principals managed to cut their monthly…
Securing the digital footprint of a prominent family office
A prominent multi-generational family office partnered with Crisis24 to transform their approach to cybersecurity.
Vyzer helps a HNW investor gain control of their portfolio
This case study examines how Vyzer helped a HNW investor streamline their investment management and…
How a tech founder transformed their family office into a strategic powerhouse
This case study explores how a tech founder transformed their family office into a strategic…
Scaling wealth management with WealthSpectrum
This case study details InCred Capital's success story with WealthSpectrum. Additionally, we hear from Vikram…
From an administrative hub to a strategic intelligence centre
Learn how CFO Family Reporting helped a multi-generational family office create a single, real-time source…
How Alwy empowered a high-touch firm to scale sustainably
This case study details how Alwy helped a wealth management firm scale while keeping the…
How Hopewell Capital consolidated all assets with MyFO
Learn how MyFO helped Hopewell Capital family office gain a consolidated view of all assets…
Shade Tree Advisors’ AI journey with Eton Solutions
This case study illustrates how Eton Solutions partnered with Shade Tree to streamline their operations,…
From fragmentation to focus: A $200M portfolio transformation
A case study outlining how IQ-EQ helped a UK single-family office, a with $200m portfolio,…
Stopping the hidden drains on family office portfolios
Sergey, COO of Greenlock, discusses simple fixes to protect fund returns, which lead to significant…
Streamlining investment operations with Canopy
This case study details how Jewelake Management streamlined its External Asset Management (EAM) operations using…
Elevating risk management with Accordant Global
This case study focuses on a family office that outsources the Chief Security Officer to…
Simplifying family office reporting with SumIt
Discover how Mariner Ultra transformed their family office reporting with SumIt, reducing the time from…
Creating a world-class single-family office infrastructure with Masttro
Streamlining a billion-dollar portfolio: A case study on how Jefferson River Capital leveraged Masttro for…
Alwy’s journey from a B2C fintech to B2B powerhouse
This case study details how Alwy transformed from a B2C fintech to a trusted B2B…
From Excel to excellence: Improving efficiency with WealthSpectrum
This case study explores how Client Associates adopted WealthSpectrum's solution to address their scaling and…
Simplifying family office accounting with SumIt
This case study covers how SumIt's accounting software was able to revolutionise Temerity Capital's reporting…
Streamlining software selection with Veracy Partners
This case study details how Veracy Family Wealth Partners streamlines the software selection process for…
Landytech’s Sesame platform simplifying family office services
This case study explores how Accuro leveraged Landytech's Sesame platform to meet the needs of…
How Elysys streamlined investment management processes for a large single-family office in the UAE
Learn how Elysys upgraded family office's investment management processes to streamline workflows and enhanced control.