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Consolidate

Import all your WealthData with easy connections and integrations

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Automate data handling of capital calls, distributions and capital statements.

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Simplify portfolio management with custom dashboards and automation

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Create custom views for your clients and share WealthData securely

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Seamlessly integrate tooling with your current tech stack

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March 7, 2023
10-10:30 ET

Total Transparency: Modernizing the Family Office

Lucy Millard, Head of Global Solutions at Masttro Carl Gardiner, Principal at Bitterroot Capital Advisors Michael Johnson, Partner at RSM

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Webinar

Total Transparency: Modernizing the Family Office

Lucy Millard, Head of Global Solutions at Masttro Carl Gardiner, Principal at Bitterroot Capital Advisors Michael Johnson, Partner at RSM

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Check your inbox for a link to the video.

Take me home
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A photo of a man in a neutral colored suit from behind walking in an open sun filled hallway in front of artwork with a palm tree.

What you’ll learn in this webinar:

With ever-more complex wealth management needs, wealth owners, their beneficiaries, and advisors increasingly ask:

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"How can I gain full visibility into every corner of this wealth?"

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Masttro's case-study-based discussion with executives from Bitterroot Capital Advisors and RSM US examining:Considerations for every constituency in answering that question.Strategies for efficiently putting that panoramic view of wealth to action.Pathways to high-priority initiatives, such as legacy-building, new investment strategy management, and more.Watch the webinar now, on demand.