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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.
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For decades, family offices have relied on trusted relationships and private networks to access opportunities in alternative investments. Introductions from peers, long-standing fund manager connections and closed-door referrals have formed the foundation of deal sourcing.
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Today’s family offices want to deliver a strong risk-adjusted investment performance that is aligned with family members’ priorities. To prove the value they’re adding, they also want to be able to communicate that performance, and the value of holdings, to families.
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Landytech is delighted to be featured as one of the global leaders in family office technology in the 2023 Forbes Family Office Software Roundup.
The roundup highlights companies supporting the core functions of data aggregation, day-to-day management, and reporting. Many family offices refer to the Forbes shortlist of providers as an invaluable resource when choosing a technology partner.
Discover how a London-based family office replaced an Excel-based ledger system with Landytech’s Sesame One, a consolidated investment reporting platform designed for family offices, saving days each month on data consolidation and reporting.
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As today’s UHNW become more geographically dispersed and family offices become more sophisticated in their investment functions and allocation strategies, portfolios now consist of multiple asset classes, custodians and currencies, and investments may be spread across various legal entities such as trusts, LLCs, foundations and personal accounts.
In this world of increasing complexity, family offices must grapple with vast quantities of disparate datasets to build a complete and accurate picture of overall wealth, portfolio performance, risk and exposure. For family offices to make informed investment decisions on such complex portfolios, timely, accurate and comprehensive reporting is critical. But creating this kind of rich, consolidated reporting can be a challenge when data is being sourced manually. It relies on family offices being able to source high-quality data, transform and store that data in a usable format, and enrich it with information from market and reference data vendors.
In an era where access to timely and accurate data is paramount, the inefficiencies and risks associated with manual data sourcing hinders the ability of family offices to make informed investment decisions and ensure wealth is preserved for future generations. Here we look at the sourcing options available to family offices and how they can build scalable data processes that will serve them long into the future.
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As family offices attempt to modernise, many are facing productivity challenges due to out-of-date, disparate internal systems and heavily manual processes. Naturally, there are inherent risks associated with such inefficiencies, including missed investment opportunities, staff dissatisfaction and operational risk.
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In recent years, a key driver of family office investment in technology has been the need to have immediate access to near real-time performance data, to uncover operational efficiencies and provide consolidated reporting to families.
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Landytech is delighted to be featured as one of the world’s leading family office software providers, in the 2022 Forbes Family Office Software Roundup.
The report pays particular attention to companies supporting the core functions of data aggregation, day-to-day management, and reporting. Many family offices see the Forbes shortlist of providers as an invaluable resource when choosing a technology partner.
The report also shares insights into how family offices are adapting to turbulent markets, the ongoing cybersecurity threat, and the importance of planning for the next generation of wealth owners.
Read the full roundup here.
Landytech is the company behind Sesame, the investment reporting platform that brings clarity to complex wealth, enabling family offices to streamline processes and make more informed investment decisions.
After almost two years of record returns, market volatility and the looming threat of recession has left family offices anxious. Amid continued inflationary pressure and lower expected returns, some are looking to increasingly exotic portfolio diversifiers for outsized returns, whilst others seek to reduce risk and play it safe. All, however, are seeking opportunities to streamline their operations, against a backdrop of rising costs.
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In recent years, family office portfolios have benefited from robust economic growth, relative geopolitical stability, persistently low inflation and interest rates, and relatively low volatility. But family offices, just like other financial market participants, now face greater uncertainty and elevated levels of market volatility.
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As a family office, deepening relationships and growing the business is your lifeblood. In today’s fast-moving environment, a robust technological backbone is critical to success. Uncertainty in the financial markets is increasing attention on portfolio performance and placing greater emphasis on the service expectations of families. They want a rich flow of timely information at their fingertips and a consolidated picture of their net worth. As a result, many family offices are realising that their software requirements have increased, and that legacy technology is no longer capable of sustaining future portfolio management needs.
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Once confined to a world of spreadsheets and static presentations, family office reporting is beginning to take on a radically different form as automated data consolidation and near-real-time portfolio monitoring become the norm.
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As family portfolios become more complex and the data burden increases, family office staff are increasingly bogged down in spreadsheets and legacy systems that struggle to keep up. And as families become exposed to more and more sophisticated digital experiences across all areas of life, expectations of the service they receive from their family office is evolving rapidly.
Find out how family offices across the globe are using Sesame to transform their data and reporting workflows, freeing up time for them to deepen relationships with families and grow their business.
A considerable proportion of global wealth is owned by individuals who are close to or older than 60 years old – it’s been estimated that more than US$30 trillion will be transferred from one generation to the next over the next few decades.
Most family office advisors have spent the majority of their careers providing investment and financial advice to affluent baby boomers. But an aging client base poses a considerable risk to the long-term viability of multi-family offices.
Intergenerational wealth transfer is one of the main causes of client attrition, as clients pass, and beneficiaries take their assets elsewhere. If multi-family offices don’t develop relationships with their clients’ heirs, the chances of retaining assets are low.
So, how can technology help multi-family offices to deepen relationships with future generations now to ensure their business is futureproofed for decades to come?
Ultra-high-net-worth (UHNW) families typically have a plethora of accounts, portfolios, trusts and managers. Yet not having a complete picture of their holdings can cause them frustration. In light of this, they are increasingly turning to their family offices to deliver the consolidated reporting that will provide the visibility they desire.
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