Family offices are private wealth management advisory firms that have historically served only ultra-high-net-worth (UHNW) individuals and families. The same tools and solutions previously restricted to the ultra-wealthy are now being made available to clients of Kristal.AI. Our solution provides the following:
- Knowledgeable leadership team with over 120 years of combined financial experience
- Flexibility to accommodate various portfolio demands given individual client’s unique requirements
- Transparency in dealings and communication with clients
- Cohesiveness and seamless integration within the Kristal.Al ecosystem
- Cost efficiency through the use of technology, the benefit of which is passed on to the client