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WHITEPAPER

Expanding Your Family Office Capabilities

A Guide for Professional Services Organizations

There’s a wealth of opportunity in the growing Family Office services industry—and just as much to think about before diving in.

In this quick guide, we offer five major questions any professional services firm should consider when crafting and refining their family office strategy. Each is informed by our many conversations with single- and multi-family family offices, financial institutions and wealth owners.

Download the guide to learn more.

 

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DOWNLOAD THE GUIDE

Masttro is the WealthData Company.

Masttro is a SaaS solution for single- and multi-family offices, wealth professionals serving wealth owners, and larger institutions. We believe modern technology and direct data feeds are critical to unlocking solutions to managing wealth data across structure, asset classes, and a move to unstructured data. Our platform delivers the complete picture of every corner of wealth, from illiquid and liquid investments to liabilities and passion assets. Our platform protects that data with military-grade security and encryption. If you are part of an ecosystem supporting wealth owners who have complex needs, we should talk.