Family office professionals evaluating wealth technology often ask what results other offices are actually seeing, beyond feature lists. We wrote this to summarize the ways family offices benefit in practice: visibility across global portfolios, automated alternatives data collection, live benchmarks for the families they serve and clearer oversight of service providers. It helps you compare those outcomes with your own priorities and decide which would matter most to your office.
We used AI tools to help gather research and speed up the first draft. That left more of our time for checking each figure against its original report and adding what we see in client conversations. A Masttro editor reviewed every claim, and members of our team read the article before it was published.
Key Takeaways
From powerful data aggregation, enhanced reporting tools and sleek interfaces, these solutions offer more features than ever.
But what are the key ways family offices benefit from these?
Built From Real-World Experience
From 15 years working closely with family offices - and our origins from a complex multigenerational family office - Masttro has an inherent, in-depth understanding of the pain points family offices need to solve.
It’s why we not only provide the most comprehensive wealth management platform but made it intuitive enough that family office professionals, advisors and wealth owners can all benefit from it.
Real Stories, Real Results
To share exactly how - we publish case studies that reflect how our platform empowers family offices, with feedback directly from family office professionals themselves.
These case studies highlight features with their tangible benefits - for example, how a prominent multi-family office uses Masttro’s real-time data and private equity insights to enhance their client experience.
“It’s been incredibly useful to pull up the Consolidated Portfolio Analysis with our clients and use live benchmarks to evaluate investment manager performance.”
– Saul Dyne, Stonebridge Family Office
"I really appreciate their amazing customer support. The team is attentive and dedicated, and they don't just stop at software implementation. They've been really helpful with different scenarios."
Henco Single Family Office
Designed for Global Complexity
They surface Masttro’s international capabilities, specifically how the platform helps global family offices manage extensive custodian networks, to consolidate and visualize their complex portfolio, regardless of location or currency.
“Masttro pulls all the information together, no matter the jurisdiction, no matter the entity or structure. You can have everything inside one platform, I don’t think there is another platform that can do this like Masttro.”
– Alejandro Bazúa, SFO Founder
Clarity That Powers Better Decisions
Masttro’s ability to provide a single, accurate overview of wealth is another key feature highlighted, in particular how this helps family offices and wealth owners understand investment and service provider performance.
“Sometimes clients don’t have an idea where the risks are in their portfolios, which bank is really giving them good service or good returns and good products. Masttro helps you to put in black and white which banks are good and which aren’t, what products work and what don’t.”
– Sergio Guerrero, MFO Founder
Streamlining Alternatives and Expanding Services
Frequently mentioned is the crucial pain point of slow, manual processing of alternative investment data, and how with Masttro, family offices can automate the collection, interpretation and extraction of this information. It’s through capabilities like this that Masttro enables advisors and multi-family offices to expand their client offering.
“With Masttro we have the tools to manage assets that are nontraditional, and that’s translated into an opportunity to provide a much broader service than investment management.”
– Henry Urquidi, Futura Asset Advisors
Discover What’s Possible
If you’re a family office struggling with reporting requirements, tracking complex ownership structure or handling alternative investment data, browse these case studies to understand just how Masttro offers a comprehensive solution to these and other challenges.
“Friendly environment and easy to use, very intuitive.”
“Visually, from a user interface perspective, this is by far the easiest platform to add assets and to see our family mapping.”
“Masttro has helped us uncover and map companies and assets that were not clearly identified or centralized before.”
