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Case Study
Masttro Helps A Single Family Office Overcome Their Wealth Data Challenges
Learn how Masttro enabled Alejandro Bazúa's single family office to efficiently consolidate, visualize, and manage complex multi-asset portfolios.
Alejandro Bazúa started a family office eight years ago to manage the investments of a single family that had grown to encompass a wide variety of asset classes across multiple jurisdictions worldwide.
“We invest in different types of assets along pretty much every class,” said Alejandro, going on to list, “Equity portfolios, fixed income portfolios, alternatives with real estate, venture capital, private credit, private equity and direct investments.“
With the complexity and scale of this portfolio, he quickly realized the team would need a more efficient and secure solution to consolidate the multiple sources of data than to handle this manually on a series of hard-to-maintain spreadsheets.
Finding a Data Aggregation Solution with
Strong Visualization Capabilities was Critical
“We had different pain points, and a main one was data aggregation,” said Alejandro. “We were struggling to consolidate all the information in one place, to not only integrate financial assets, but the other types of assets families have.”
Alejandro needed a wealth management technology solution that could not only handle assets of various classes but also help make sense of this information for his team and the family, in a user-friendly manner.
“Our problem was, how can we see at the ownership level, all the assets we have in one place, with one value?” said Alejandro, “It needed to be in a very user-friendly way, so you can analyze the data with different lenses.”
It was this need for a comprehensive view of wealth that had them implement Masttro.
“Masttro allows us to answer all the different questions from the owner’s perspective. What assets do I have? Where do I have them? Who knows about this information and who is in charge of it?”
Alejando Bazua
Founder, Single Family Office
“Masttro is our platform to manage all the wealth for the family,” said Alejandro. “The way we can send different types of reports from the platform, the way the information is organized and how we can use it in many ways to present reports that the family wants to see.”
Wealth Management Software that Empowers Single Family Office Teams
The company has grown into a highly structured Single Family Office (SFO), with ten employees split in to three teams. The first team covers traditional assets, the second alternatives and the third handles operations and risk management, with Masttro playing a key role in how each functions.
This holistic approach Alejandro refers to resonates with the modern concept of a single family office: to go beyond purely financial elements and provide broader support for the wealth owners.
“The platform has a holistic approach, covering different angles of family needs: not only the numbers, and their reliability, but all the information that is paramount for what we do. Everything in the family office is based on trust, and we need to be trustworthy with what we do, so having Masttro support this is great.”
“I say all the time that a family office has two parts: it’s first the family, then the office,” Alejandro shares. “So everything we do in the family office, it’s all with the purpose to have better interaction between the family members, to help them through growth and evolution in the best way we can.”
“Masttro is a family office engine that can consolidate all types of information related to the family. Not only the financial, the lifestyle assets, also legacy and different activities that are related to the family.”
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