How Masttro Helped Establish A New Single Family Office
Family offices emerge from different wealth management needs. Pola Zaga is the head of a single family office in Mexico City that was formed after a family business began to diversify, which brought with its own complications.
Software that guides family office form and function
Masttro was not just highly recommended as a wealth management platform but was already used by one of the family advisors. After her own independent research, Pola began implementation at the close of 2021.
As a newly established SFO, Pola focused their efforts into two key areas, the administrative being the first, and the financial and investments the second. Masttro played a crucial role in organizing processes within both these areas, and became indispensable to their daily operations from the start.
“The family has been very successful, and it allowed them to expand into different lines of business,” said Pola. “As it started to be a more complex organization with different types of income and many companies in operation, that’s when they decided to start a family office.”
“I think Masttro has been a guide for how we can do better, of how we should organize ourselves. It has helped us understand where we’re standing today so we can look to the future.”
“Everything important the family sends us, we put into Masttro. We store everything there, from personal documents, financial and medical, and we know that it gives family members peace to know that these documents are in Masttro.”
Turning security from a risk into a competitive advantage
Security of personal and financial data is an ongoing concern to family offices, with a recent global survey showing 79% of family offices have suffered some form of cybersecurity attack in the last year.
Masttro’s military-grade encryption makes security a standout feature, coupled with the fact that the platform is designed to prevent even Masttro visibility to client data or assets.
Intelligent data aggregation, AI automation and extensive reporting capabilities are just a few other powerful tools that Masttro puts in the hands of its users, but for family office professionals, sometimes it’s the ability to have a singular view of wealth and bring clarity to a diverse portfolio that makes the strongest impression.
After three years, Masttro is completely integrated into the daily work and processes for Pola and her team at the family office, but she still recalls the effect it had once they began implementation
“I really cannot imagine how a family office works without Masttro.”
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750+ custodial connections for a complete view of wealth, with no blind spots.
Automated data and document ingestion that eliminates manual collection and reconciliation.
Built for complexity, with one secure system for assets, entities, and reporting.
Fixed pricing, not AUM-based, so growth does not trigger higher platform costs or hidden fees.
