Family Offices

myDiapason Empowering Operational Excellence for Family Offices

Managing complex wealth requires strategic vision, measurable performance, and absolute confidentiality. Investment orchestration, wealth intelligence, and tax optimization. Family Offices and holding companies — myDiapason supports you in structuring, enhancing, and transferring your assets with excellence.

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users worldwide
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of CAC 40 companies

Strategic Challenges for Exceptional Family Offices

In a complex wealth management environment, Family Offices face sophisticated challenges that demand a visionary and discreet technological approach.

360° Real-Time Wealth Vision

Comprehensive oversight of your family wealth performance with real-time visibility across all assets.

Personalized Wealth Intelligence

Tailored insights for each generation, from family governance to advanced investment strategies.

Comprehensive Financial Orchestration

Optimization of financial flows and anticipation of liquidity needs to seize premium investment opportunities.

Sophisticated Alternative Investment Management

Control over co-investments, future cash flow modeling, and tax-efficient structuring of holdings.

Absolute Confidentiality and Enhanced Governance

Maximum protection of sensitive data with full audit trails and granular access rights.

Technology-Enhanced Wealth Management

myDiapason transforms your wealth management challenges into competitive advantages.

Financial Investment Intelligence

myDiapason Solution: Aggregation of multi-custodian portfolios, real-time valuation, performance reporting with detailed attribution.

Consolidated Treasury Management

myDiapason Solution: Centralization of multi-entity cash flows, liquidity forecasting, optimization of family cash pooling.

Family or Fiduciary Reporting

myDiapason Solution: Customized dashboards by beneficiary, automated reports at chosen frequencies, advanced analytics.

Traceability and Compliance

myDiapason Solution: Complete operation logging, secure and controlled access, detailed audit trails for governance.

Alternative Investments Control

myDiapason Solution: Sophisticated co-investment management, advanced cash flow modeling, tax optimization of complex structures.

Why Do Family Offices Choose Diapason?

myDiapason offers discreet, reliable, and scalable management for excellence in wealth administration.

Modularity

Functions tailored to your wealth structure, scalable according to your needs.

Family Office Expertise

Specialized approach adapted to confidentiality, family governance, and diverse asset types.

Connectivity

Integration with your private banks, accounting firms, managers, and existing BI solutions.

Sovereign Hosting

Private cloud or on-premise deployment to meet your confidentiality and governance requirements.

Directeur Family Office

They are quietly revolutionizing their wealth management with myDiapason.

“myDiapason has transformed our approach to wealth. We now have unparalleled financial intelligence and anticipate opportunities with newfound agility.”

Director of a European Family Office, Multigenerational Structure

Our Complementary Solutions for Comprehensive Financial Management

myDiapason Liquidity

myDiapason Liquidity

Optimize all your financial resources, beyond just cash.

myDiapasonPayment

myDiapason Payment

Secure your payment flows while adapting to local specificities.

myDiapason Risk

myDiapason Risk

Integrate financial risk management directly into treasury operations.

Ready to Revolutionize Your Family Wealth Management?

Discover how myDiapason can transform your wealth management approach and optimize your performance.