Family office governance

Case study by Expersoft

A Single Family Office principal, who runs an operating company with businesses in eight countries across three continents, was looking for a way to monitor his local projects. Because of extensive travelling he was also interested in exchanging documents and messages with employees and family members in a secure way.

This client became a customer of the AM-One Family Office platform where all his business projects, private financial assets and operating company assets are displayed and managed on an individual and consolidated level. Via the web-based client portal he can exchange documents and messages with employees and family members using the secure messaging channel.

A dedicated tablet app provides him and his next generation family members with a daily updated overview across his total wealth and individual accounts. In addition, related electronic documents can be displayed or downloaded and recent transactions can be reviewed.

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