Wealth preservation across generations isn’t guaranteed. While affluent families accumulate significant assets, without a family office and clear strategy, this wealth can rapidly dissipate due to fragmented structures, market volatility, or gaps in financial literacy among future generations.
Founded inside a global family office facing the complexities of multi-asset class management and intergenerational wealth transfer, Masttro helps high-net-worth families around the globe structure their financial affairs and sustain their legacies with strategy, precision, and ease.
Masttro was born inside a global family office with a vision: to create the world’s most comprehensive platform for managing complex, multigenerational wealth. We solved our own problems, and now we solve them for hundreds of others.
There are various types of family office structures available depending on the complexity and objectives of the family:
Choosing the correct family office structure hinges on a comprehensive understanding of your financial situation, strategic goals, and the complexity of personal affairs.
Families typically form a family office to address:
Masttro’s platform supports these objectives by providing real-time financial reporting, advanced analytics, and customizable governance controls – allowing families to make informed decisions even amid uncertainty.
The transition of wealth across generations represents a key vulnerability. Without a structured approach, many affluent families lose significant assets during the intergenerational wealth transfer process. A strong family office strategy addresses this through:
Masttro’s digital platform integrates these essential elements into one cohesive ecosystem, enabling smooth transitions and long-term wealth preservation.
Family office teams usually pursue diversified investment strategies that include both liquid assets (e.g. stocks, bonds, cash) and alternative investments (e.g. private equity investments, direct investments, real estate, digital assets).
With Masttro, family offices can:
This breadth of capability empowers family offices to pursue ambitious financial goals while maintaining visibility and control.
Increasingly, families incorporate sustainable investments and impact investing as part of their long-term philanthropic goals. Masttro’s flexible reporting and customizable dashboards make it straightforward to track the positive impact of investments, measure ESG criteria, and evaluate how your family's financial decisions align with broader family values.
The effectiveness of your family office strategy hinges significantly on your choice of technology. Modern family office operations are too complex to manage through manual processes or outdated legacy tools. Instead, leveraging a purpose-built digital infrastructure is essential to ensuring cost efficiency, operational efficiency, and strategic alignment across generations.
Here's how advanced technology platforms – such as Masttro – can transform your family office structure and help achieve your long-term objectives:
Managing wealth across multiple jurisdictions, legal structures, and asset classes (including private equity investments, real estate, hedge funds, and digital assets) demands a holistic approach. Your family office software should seamlessly aggregate data from:
Masttro directly integrates data from over 600 global custodians, eliminating the risk and inefficiency associated with third-party aggregators and manual input. The result is a single source of truth, empowering family offices with precise and auditable financial reporting.
Family office teams must navigate significant complexities, from tracking capital calls and distributions in private investments, to monitoring market fluctuations and managing liquidity events. With Masttro’s AI-powered document management module, artificial intelligence simplifies previously labor-intensive tasks by automatically:
This level of automation enables your family office to spend more time on strategic investment decisions and less time on data entry and reconciliation.
Cybersecurity is a critical consideration for high-net-worth families and their advisors. The right family office technology provides robust security measures such as:
Family office strategy today goes beyond traditional investment management. Affluent families often hold significant private assets that reflect their passions and lifestyle. Masttro’s technology uniquely provides detailed tracking and management of these passion assets:
This sophisticated management of passion assets transforms lifestyle considerations into actionable insights and informed asset allocation decisions.
Real-time financial reporting is not optional—it’s foundational. Effective investment decision-making demands instant visibility into:
Masttro empowers families with immediate, customized dashboards and interactive reporting that allow swift action amid market volatility or unforeseen events.
Communication is central to family office service design. A technology platform must facilitate not only transparent communication but also support family alignment through:
Masttro’s communication tools make it simpler to coordinate activities, manage expectations, and reinforce family cohesion.
No two families have identical requirements. Your technology solution should be modular, scaling alongside your evolving complexity and growth. Masttro’s configurable modules – such as Consolidated Portfolio Analysis (CPA), Legacy Distribution Manager (LDM), Cash Management Registry (CMR), and Activity Notification Center (ANC) – ensure that as your family’s financial situation or strategic priorities evolve, your technology seamlessly adapts.
This modularity provides flexibility to match your family’s unique needs.
Your family office strategy will thrive or falter based on your technology choices. Masttro delivers:
An American single-family office utilizing Masttro’s platform to effectively manage a complex portfolio across public and private markets, demonstrating efficiency and scalability.
A Latin American multi-family office leveraging Masttro to transition from traditional brokerage to a comprehensive digital family office model – significantly improving operational efficiency and expanding their range of services.
An effective family office strategy isn’t simply about managing wealth – it’s about securing your family legacy. Masttro empowers families to make insightful, informed decisions that balance risk and reward, complexity and simplicity, preservation and growth.
Through its ability to manage the full spectrum of family wealth – from liquid assets and alternative investments to the meticulous detail required for passion assets like horses and cars – Masttro isn’t just a platform. It’s your strategic partner in mastering wealth across generations.
Speak with us to discover how Masttro can support your Family Office Strategy.