Family Services

Our platform offers an advanced software solution designed specifically to streamline the management of large assets. This innovative technology is designed for wealthy families and entrepreneurs dealing with complex investments and financial structures.

Our solution allows us to monitor and maintain oversight through one central platform. This includes a wide range of assets, such as securities, real estate, private equity, and even art and car collections. Using advanced data analysis and reporting tools, the platform provides a complete and up-to-date overview of the financial situation. Alpine Family Office can closely monitor assets and make adjustments as needed.

We can create custom dashboards and reports for our clients, tailored to their specific needs and preferences. This way, they always have quick access to relevant information and can make well-founded decisions based on current data, both via desktop and the mobile app. This also allows us to handle customer due diligence and know your client issues quickly and comprehensively.

We provide access to structured information and documentation of the companies and business transactions (data room), a dynamic environment where lawyers, accountants and tax specialists can retrieve data and also deposit documentation such as contracts, declarations and annual reports.

Due to these extensive functionalities, our solution offers a powerful tool for effective and efficient asset management. Additionally, we can serve as a family backup and offer support in the event of death or other significant situations.