The Operating System for Modern Family Offices
The Masttro platform unifies every account, entity, and alternative asset into a single real-time view so UHNW families, family offices, and private banks can see, control, and grow complex wealth with confidence.
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Built by a family office, for family offices.
Masttro's platform capabilities- data aggregation, cash flow management, proprietary custodial connections, customizable reporting, alternatives management, document automation and AI tools - give wealth owners and their trusted advisors ultimate control, transparency, and peace of mind to make informed, data-driven decisions in real time.
To empower wealth owners and those who serve them with data and technology that simplifies the complex so they can better create, protect and grow wealth.
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Our Origins
Purpose built for family offices, from a family office
Masttro was born inside a multigenerational family office in 2010, built by principals who were frustrated by fragmented data, manual reporting, and limited visibility into complex structures and alternatives. What started as an internal solution to see and manage every dimension of the family’s wealth has become a purpose-built platform for family offices and UHNW advisors worldwide—designed with the same rigor we demanded for our own capital.
Who We Serve
For the firms behind UHNW families
Our platform is purpose-built for single-family and multi-family offices, private banks, and RIAs serving UHNW families. From complexity-heavy structures to global alternatives, Masttro brings all of it into one real-time view, helping leading firms deepen relationships, sharpen advice, and confidently scale the way they serve their clients.
What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Our Platform
Total Wealth Clarity in One Platform
Our platform brings together everything a modern family office touches—bank and brokerage accounts, private equity, real estate, operating companies, funds, trusts, entities, and more—into a single, trusted source of truth. Masttro ingests and normalizes data from hundreds of custodians and systems, layers on cash flow, documents, and analytics, and delivers intuitive views for both professionals and principals. The result: faster reporting, sharper decisions, and fewer blind spots across even the most complex UHNW structures.
Security and discretion by design
Masttro is built for a world where the stakes are measured in families, not just figures. Data is encrypted in transit and at rest, access is controlled through fine-grained permissions, and every action is tracked to maintain accountability. We separate client environments, follow strict governance over who can see what, and design our processes around the confidentiality expectations of UHNW families, family offices, and private banks.
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Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Our Team
A 160+ person team of wealthtech experts anchored in the US, Switzerland and Mexico, serving clients across 35+ countries with end-to-end support in English, German, Italian and Spanish.
Leadership
Board of Directors
Javier Gutierrez
Domingo Viesca
Kyle Griswold
Brent Fierro
Giovanni Bacarella
Keith Angell
Masttro Careers
Want to join our global team? We’re always on the lookout to hire great talent. Take the next step and explore where we’re hiring now.
Monterrey
Team News
Gain unparalleled understanding of the financial landscape with Masttro's insights on family offices and the global wealth management industry.
Get tomorrow's
competitive edge today
Industry-leading cybersecurity infrastructure ensures the safety and confidentiality of all client information. We don’t use third-party data intermediaries, and not even Masttro employees can access your data.