Blog | Landytech

New frontiers in family wealth management: digital platforms

Written by Landytech | Dec 18, 2025 1:48:02 PM

In the December 2025 issue of the We Wealth Family Office & Family Business magazine, Landytech CEO Benjamin Mouté shares his insights on how digital platforms are reshaping family wealth management, helping Italian Family Offices gain clarity, control and transparency over increasingly complex, multi-asset and multi-jurisdictional portfolios.

The original article in Italian can be accessed on the We Wealth website here.

Benjamin Mouté
CEO & Founder, Landytech

How can platforms offer a dynamic and consolidated view of family assets? How will artificial intelligence and technology reshape the future of wealth and asset management? We Wealth asked Benjamin Mouté, CEO and founder of Landytech, a company specializing in software for family offices.

How are digital platforms redefining family wealth management, particularly for managing complex assets across different geographical areas?

Digital platforms designed to transform fragmented data from banks, fund managers, and private assets into a single source of truth, providing family offices with a comprehensive overview of multi-asset and multi-jurisdictional wealth. This is something that is nearly impossible to achieve with spreadsheets, or legacy technologies.  Digital platforms are paving the way for family offices to gain greater control over their portfolios. Automation is eliminating labour-intensive manual tasks and allowing teams to focus on higher-value activities. Analytics provide detailed portfolio insights with insights into portfolio performance, exposure, risk, and liquidity. Report builders automate the production of customized, multi-level reports for beneficiaries, trustees, advisors, and members of the next generation, drawing from the same data set and focusing on the data that matters.

How important is it today for a family office to have an integrated, real-time view of its assets, and what technologies make this possible?

Data fragmentation is a huge challenge. Without an integrated view, it is difficult to quickly answer fundamental questions: What is my total net worth? What is my current asset allocation? Where are my risks concentrated? Landytech, for example, captures data from over 500 custodians and standardizes it for portfolio analysis and reporting. Cloud-native architectures and automation keep reporting, accounting, and investment systems aligned, minimizing manual work and ensuring that teams work from the same reliable set of data. Daily automation allows family offices to set up dashboards that provide them with the timely information they need to make decisions.   

New platforms allow you to combine automated analysis and human advice. How can you balance automation with personalized, relationship-based family wealth management? 

Moving from spreadsheet-based processes to integrated platforms can reduce periodic reporting cycles from days to hours, freeing up time for higher-value activities. We have seen clients reduce reporting times by 80% with our Sesame One platform. The right balance comes from automating repetitive manual tasks so that human skills can focus on strategic planning, decision-making, and relationship management.

Technology is also redefining how family offices discover investment opportunities. Within our flagship platform, Sesame One, clients can access an alternative investment marketplace offering a global range of private equity, pre-IPO equities, structured products, real assets and collectibles - opportunities that once relied heavily on word of mouth -  all without leaving the platform they rely on for portfolio analysis, reporting, and oversight.

With the advent of digitalisation, what are the main challenges related to data security and asset governance? 

Cyberattacks, phishing, and ransomware pose significant challenges. Clients are increasingly asking “Where is our data stored? Who has access to it? Can we transfer it if necessary?”  With cybersecurity threats on the rise, these are no longer questions for technicians, but executive-level priorities that could have a permanent impact on family wealth if mishandled. For single-family offices, the stakes are high. They must ensure that their technology partners operate with a security-first approach and rigorous certifications to safeguard sensitive information end-to-end, while providing transparency.

Data is a strategic asset that requires a multigenerational strategy, just like investments. To solve these challenges, many leading family offices are now asking themselves a different question: “What would it be like to have our own private database, completely separate from anyone else, under our control and built to last for decades?” The answer is a physically isolated database architecture. Not a shared environment as part of a black-box platform. The digital equivalent of building a data vault.

What do you think will be the “new frontier” of family wealth management in the coming years? Artificial intelligence, predictive analytics, or greater integration between financial and non-financial activities? 

Artificial intelligence has enormous potential to simplify reporting, provide insights, and automate manual tasks. But none of this is possible without clean, well-structured, and secure data to feed into these models. Without high-quality data, even the most advanced tools fail. Predictive analytics will increasingly shift reporting from retrospective summaries to forward-looking insights, cash flow forecasts, scenario modeling, and multigenerational planning.

Ultimately, the future lies in unified operating systems that combine the power of artificial intelligence with data, analytics, and workflows, enabling family offices to safely and securely leverage the power of new technologies to make better decisions and preserve wealth across generations.

 

You can read the full We Wealth Family Office & Family Business magazine including Benjamin's interview in Italian, here.