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Case Study
Futura Asset Advisors Multi Family Office
Henry Urquidi set up Futura Asset Advisors in 2005, after thirteen years working at Lehman Brothers across equities and private client services. What started as an independent advisory has today evolved into a MultiFamily Office (MFO) dealing with wealthy families around the world.
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This Case Study dives into:
How Masttro enabled Futura to grow from an advisory firm into a full multi-family office.
How consolidated data feeds solved multi-custodian reporting challenges and compliance complexity.
How Masttro’s tools expanded their services beyond traditional investments into alternatives and nontraditional assets.
How productivity gains and the Global Wealth Map improved client experiences and legacy planning conversations.
Henry Urquidi set up Futura Asset Advisors in 2005, after thirteen years working at Lehman Brothers across equities and private client services. What started as an independent advisory has today evolved into a MultiFamily Office (MFO) dealing with wealthy families around the world.
Oops! Something went wrong while submitting the form.
