Cases

Through our case studies we profile success stories of family offices and collaborations between family offices and their service providers. These stories help others find the right way to attempt similar projects in their own organizations.

All Cases

How a family office advisor cut monthly reporting from 3 days to 3 hours with Landytech

Financial Reporting
Landytech

Modernising 150 years of governance and entity management with DiliTrust

Family governance
DiliTrust

Saving the inheritance: Maritime Capitalโ€™s property portfolio rescue

Real Estate
Maritime Capital

Simplifying lifestyle management with Albertineโ€™s discreet digital concierge platform

Concierge Services
Albertine

Securing the digital footprint of a prominent family office

Cyber Security
Crisis24 Private Strategic Group

Tim Cook: Succession and sustaining Apple Inc.

Succession planning
Apple Inc.

Vyzer helps a HNW investor gain control of their portfolio

Private Markets
Vyzer

How a tech founder transformed their family office into a strategic powerhouse

WealthTech
Asset Vantage

Scaling wealth management with WealthSpectrum

WealthTech
InCred Capital, WealthSpectrum

From an administrative hub to a strategic intelligence centre

Software
CFO Family

How Alwy empowered a high-touch firm to scale sustainably

WealthTech
Alwy

How Hopewell Capital consolidated all assets with MyFO

Investments
Hopewell Capital, MyFO

Shade Tree Advisors' AI journey with Eton Solutions

WealthTech
Shade Tree Advisors LLC, Eton Solutions

Inside Peter Thielโ€™s capital stack and family office

Investments
Thiel Capital, LLC

From fragmentation to focus: A $200M portfolio transformation

Technology Stacks
IQ-EQ

Stopping the hidden drains on family office portfolios

Listed Stocks & Bonds
Greenlock

Larry Ellison and his unconventional family office

Leadership
Lawrence Investments, LLC

Trump capital: Built on real estate, brand and politics

Real Estate
The Trump Organization

Mukesh Ambani: Leading Indiaโ€™s industrial transformation

Leadership
Reliance Industries Limited

Streamlining investment operations with Canopy

WealthTech Investments
Jewelake Management, Canopy

Elevating risk management with Accordant Global

Risk management
Accordant Global Partners

Sundar Pichai and the Alphabet AI wealth engine

Leadership
Alphabet Inc.

Simplifying family office reporting with SumIt

Portfolio Management
Mariner Ultra, SumIt

What family offices can learn from Jamie Dimon

Innovation
J.P. Morgan

Michael Jordanโ€™s Family Office: Wealth, Control, and Legacy

Innovation
Jump Management

Larry Fink and what family offices can learn from BlackRock

Leadership
BlackRock

Family office lessons from Alex Karp of Palantir

Innovation
Palantir Technologies

Lessons from Sam Altman for next-gen family offices

Innovation
OpenAI

Jensen Huang: From AI boom to family philanthropy

Investments
The Jen-Hsun & Lori Huang Foundation

Warren Buffett's stewardship family office playbook

Investments
Berkshire Hathaway Inc.

Operating from principles: The Dalio Family Office

Investments
Dalio Family Office

Creating a world-class single-family office infrastructure with Masttro

WealthTech
Jefferson River Capital, Masttro

Alwy's journey from a B2C fintech to B2B powerhouse

WealthTech
Alwy

From Excel to excellence: Improving efficiency with WealthSpectrum

WealthTech
Client Associates, WealthSpectrum

Simplifying family office accounting with SumIt

Software
Temerity Capital Partners, SumIt

Streamlining software selection with Veracy Partners

Software
Veracy Partners

Landytech's Sesame platform simplifying family office services

WealthTech
Accuro, Landytech

How Elysys streamlined investment management processes for a large single-family office in the UAE

Software
Elysys

Mission Wealthโ€™s Inspired Living: Merging Family Vision Wealth with Total Family Management

Governance
Mission Wealth, Total Family

Beyond wealth: Enhancing health and wellness with Private Medical

Health & Longevity
EPIQ Capital Group, Private Medical

From manual to modern: Consolidating all family assets with PrizmaDesk

WealthTech
White Whale Capital, PrizmaDesk

How Dubai Holding elevated the UAEโ€™s economy

Purpose
Dubai Holding

Soros Fund Management: Creating an Open Society

Purpose
Soros Fund Management

Streamlined asset-tracking: K.E Skye's success with Asora

Software
K.E. Skye, Asora

The Ballmer Group: Reaping the rewards of loyalty

Philanthropy
The Ballmer Group

Revolutionising Family Office Management: Tectonic Advisors' Journey with Asset Vantage

Software
Tectonic Advisors

Transforming Family Office Communication with Trusted Family

Software
A. Ahlstrรถm Corporation

Implementing Nines for Streamlined Family Office Operations

Digital
Nines

The Dell family's investment powerhouse: DFO Management's journey to prominence

Operations
DFO Management

Leading with Purpose: How Walton Enterprises Is Reimagining the Family Office for a Sustainable Future

Purpose
Walton Enterprise, LLC

From LEGO to clean energy: How KIRKBI manages family legacy and wealth growth

Operations
KIRKBI

How Bernard Arnault's next-generation focus sets his family office apart

Operations
Groupe Arnault

How Bill Gates uses Cascade Investment to manage his wealth

Operations
Cascade Investment

How Oprah Winfrey manages her investments through a family office

Investments
OW Management, LLC

Serena Williams and her winning venture capital game

Venture Capital
Serena Ventures

How Jennifer Lopez manages her wealth

Operations

Exploring LRMR, LeBron James' family office

Operations
LRMR Ventures

How Mackenzie Scott built her net worth

Philanthropy

A Deep Dive Into The Net Worth of Kylie Jenner

Operations
Kylie Cosmetics

How Suroosh Alvi made millions from his Vice empire

Digital
Vice Media

How WordPress founder Matt Mullenweg built his million-dollar fortune

Digital
WordPress

How Pavel Durov earned his billion-dollar fortune

Digital
Telegram

Waterfield Advisors on how they approach impact investing

Impact
Waterfield Advisors

Jack Dorsey's Wealth and the Family Office Managing it

Operations
ICONiQ

Whitney Wolfe Herdโ€™s Wealth: A look at her Bumble empire

Operations
Bumble Inc

Keeping up with Kim Kardashian's wealth

Operations
SKIMS

How Rihanna manages her billion-dollar fortune

Operations
Fenty

Examining ICONiQ: The multi family office responsible for Mark Zuckerberg's wealth management

Operations
ICONiQ

Bezos Expeditions: The family office responsible for managing Jeff Bezos' wealth

Operations
Bezos Expeditions

How Elon Musk uniquely manages his wealth through his family office, Excession

Operations
Excession, LLC

Multi-family office HBS shares their process for selecting a portfolio management system

Technology Stacks
HBS, WIZE by TeamWork

Becoming a โ€˜trustedโ€™ advisor: Stonehage Fleming

Operations
Stonehage Fleming

Redefining wealth through impact: Umana Family Office

Impact
Umana

A next-gen mindset: Oslo Family Office

Next Generation
Oslo Family Office