Family Office Solutions Series

Wealth Platforms & Back Office Systems

Presentations

Presentation materials and recordings where available
Keynote
Thought Leadership
Software, Back Office, Administration
Chair | M76 | 25/03/21
Chair | M76
M76
Simon Minder
Keynote
Service Provider
Software, Administration, Back Office
Trusted Family | 25/03/21
Trusted Family
Trusted Family
Edouard Thijssen
Keynote
Investment Services
Software, Administration, Back Office
Altoo | 25/03/21
Altoo
Altoo
Martin Stadler
Keynote
Service Provider
Software, Administration, Back Office
Elysys | 25/03/21
Elysys
Elysys
Max Wattel
Keynote
Service Provider
Software, Administration, Back Office
Finlight | 25/03/21
Finlight
Finlight
JB Tanqueray

Speakers

Personal bios and useful information
Simon Minder
M76
I have over 17 years of family office experience, have been on the investment committee of an SFO for over two years, and started my own business last summer. With my services I support families, single- and multi-family offices.
Keynote
Thought Leadership
Software, Back Office, Administration
Edouard Thijssen
Trusted Family
Edouard Thijssen is a next generation member of the family behind the Belgian Aliaxis Group, and co-founder and CEO of Trusted Family. After his graduation, Edouard developed a mobile app and online platform to improve Board, Shareholder and Family governance for his family business & office. He then turned his idea into a business called Trusted Family, and his platform is now used every month by over 5000 family business and family office members around the world. Edouard is a 2007 graduate of the Solvay Business School. He has also completed the Family Business program at IMD, Switzerland. Edouard is based in London.
Keynote
Service Provider
Software, Administration, Back Office
Martin Stadler
Altoo
Martin Stadler is the CEO of Altoo AG. Having previously worked at UBS AG, he has over 20 years of international wealth management experience in various roles, advising UHNW clients and family offices out of St. Gallen, Singapore and Zurich. Since the launch of Altoo in December 2017, he and his team of 24 employees have developed a unique technology that enables wealthy individuals and their family offices to consolidate and interact intuitively with their total wealth.
Keynote
Investment Services
Software, Administration, Back Office
Max Wattel
Elysys
Max has an educational background in Computer Science and Management Information Systems with over 25 years of experience in the software industry including the past 15 years at Elysys. Max has been a central player in the development of Elysys’ Family Office products, since their early inception. Max has a vast knowledge of the Family Office industry across Europe, Asia and America, he has been following the evolution and needs of the sector over the years and has been filling those gaps with Microsoft ERP platform solutions.
Keynote
Service Provider
Software, Administration, Back Office
JB Tanqueray
Finlight
JB started his career at Citibank as a fixed income derivatives risk manager. He then joined Fitch Ratings before becoming a fund of hedge funds portfolio manager at Fortis Investments. 10 years later, JB joined the family office world in 2007 as hedge fund allocator and became the CIO of a single family office in Paris and London with a net low carbon mandate. In 2016 he embarked on a tech entrepreneurship journey that led him to launching Finlight.com. JB graduated with a MA from ESSCA d’Angers, a M.Phil in International Macroeconomics from Paris 9 Dauphine and a MBA from London Business School.
Keynote
Service Provider
Software, Administration, Back Office

Corporates

Company backgrounds and useful links.
M76
Simon Minder
M76 – Family Office Consulting Ltd.: Professional consulting for families, single and multi-family offices on a strategic business and investment level as well as in projects, software selection, implementation and operational challenges.
Keynote
Thought Leadership
Software, Back Office, Administration
Trusted Family
Edouard Thijssen
Trusted Family is an award-winning technology platform serving the world’s leading family businesses. Founded by two next-generation entrepreneurs from European business families, the company leverages a decade of industry expertise to help multi-generational family businesses thrive and achieve sustainable, long-term success. Trusted Family offers a single, secure and centralized governance platform, enabling directors, shareholders, family members and their close advisors to easily connect, communicate and collaborate from anywhere, at any time, on any device. The company is headquartered in Brussels, Belgium, with offices in London and New York, and family business clients in 25 countries globally. For more information, visit
Keynote
Service Provider
Software, Administration, Back Office
Altoo
Martin Stadler
Altoo is a Swiss WealthTech company based in Zug. Their Altoo Wealth Platform goes beyond data aggregation and reporting: it is a secure digital home for wealth data, including bankable and non-bankable assets and all related documents and information, carefully designed to make daily use intuitive and help understand and manage the most important and complex aspects of a family's wealth. With the Altoo Wealth Platform, they now serve clients from 14 different countries, offering them "simplicity for complex wealth» with a proprietary technology produced, hosted and residing only in Switzerland.
Keynote
Investment Services
Software, Administration, Back Office
Elysys
Max Wattel
Elysys is a technology specialist in the Family Office and structured finance space. Elysys is the company that pioneered the use of Microsoft ERP applications in the financial services sector, with a vision to bring the most innovative, comprehensive and cost- effective value proposition for the global, mid-market, financial services organizations. Our mission is to help our clients achieve their long- term business objectives by providing them innovative, intelligent business applications that help them run their entire business and deliver greater insights.
Keynote
Service Provider
Software, Administration, Back Office
Finlight
JB Tanqueray
Finlight are making money management more effective by lowering the costs of accessing relevant technologies to consolidate and analyse complex institutional portfolios. This means lower operational costs and risks thus higher net returns. To do so, we provide sophisticated investors with a proven, cost-effective alternative to STP technology to keep portfolios up-to-date across all systems, regardless of asset types, custodian banks, fund administrators and managers. Finlight enables its users to further enrich portfolio insight thanks to its integration with hand-picked and complementary analytical and peers-benchmarking tools, without any of the usual technological complexity or costly project management.
Keynote
Service Provider
Software, Administration, Back Office