A&M and Masttro

Combining Knowledge, Experience and Market-Leading Family Office Technology

As the number of ultra-high wealth individuals (UHWIs) hits record levels, wealth management and family offices have become more important than ever to help navigate complex requirements, protect data and successfully grow and pass on assets. Utilizing Masttro Wealth Management Technology, our Family Office Services provides wealth owners a full-service platform to centralize and manage the full breadth of each client’s tax and financial affairs.

Our Wealth Management Platform Provides an Holistic Approach to Enterprise and Personal Wealth Management to Help You and Your Family Succeed

How Does Masttro Enhance Wealth Management and Planning for your Family Business?

Masttro is a global wealth technology platform that provides a customizable portal to view and analyze all enterprise and personal wealth, offering a 360-degree view of net worth across all financial and non-financial assets, and ownership structures through an intuitive, client-centric user experience.

A Holistic Wealth Technology Platform to Serve You

Masttro’s state of the art platform provides a user-friendly dashboard that gives you instant access to total net worth and specific holdings for every asset type

Centralized Asset Tracking

Masttro’s intuitive, customizable portal provides a single point of access to all wealth data.

Wealth Education

We work with multiple generations to not only ensure the smooth transfer of wealth between family members, but to also help educate UHWIs and their heirs on money management and family leadership to support informed decisions.

Advanced Security

With cyberattacks more prevalent than ever, cybersecurity is a must-have for everyone, especially family offices. Built with the highest global standards for security, privacy and confidentiality, Masttro employs cryptographic sequencing paired with best practices in data security to safeguard the privacy and confidentiality of family data.

Accurate Wealth and Asset Data

Featuring advanced performance reporting, document management and communications, Masttro tracks all trusts, foundations, entities, ownership and beneficiaries. Also monitored are all alternative investments, real estate and collectible assets.