Family Office Platfom

A single platform for UHNWIs who want to operate using the same structures and support, traditionally only possible through a single family office.

We have designed a single platform that enables investors to run their operations, whether they’re just starting out or more established. Empowering investors to track, manage and better understand portfolio performance, risks & impact.

  • Shared Resources: Access to our analysts, support services and over time our global locations (Launching 2021).
  • Deal Flow: Deals can be discovered (beta), tracked on platform and shared with other investors.
  • Data: Consolidated reporting on performance and benchmarks, presented alongside macro and market trends.
  • Content & Knowledge Base: Information and guides to support customers along the investor journey.
  • Investor Community: Connect with fellow investors, both digitally and offline through partner events.

The plaftorm offers the ability to build a pipeline and share deals with other likeminded investors.

We relay key figures around wealth, profit & investment allocations as part of our triple bottom-line reporting. The reports offers insight on an investments’ environmental and social impact — enabling an investor to be better aligned to their portfolio.

Better aligned investors mean more purpose driven, impactful investments — directing capital toward the investable global goals.

We’re offering early access to individual investors who want to professionalize their operations. Soon we will also offer the platform to more complex single family offices and as a white label version to multi-family offices.

For more information, please email us.

Want to learn more about how our platform and family office service can help your business?

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