A data-driven approach to Family Wealth
In a world where data is the new wealth and the essential tool for preserving and generating it,
a Family Office must go beyond simple bank data consolidation and mere performance reporting.
Through a model based on accuracy, transparency, depth, and secure accessibility, LFG Family OfficeTM not only represents a client’s assets but also helps them understand opportunities and fully grasp the real risks within their wealth.
Turning numbers into insights is LFG’s true value – providing a clear and actionable view of risks and opportunities that enables better decision-making and unlocks the full potential of wealth.
From data to decision
Beyond Wealth Consolidation
01
Accuracy
Accuracy lies at the core of our approach, whose goal is to turn numbers into insights — the keys to seeing, understanding, and taking concrete action.
Through our proprietary technology, we are able to seamlessly integrate banking data feeds, process the incoming data flow, ensure real-time quality control, and power our consolidation engine.
02
Transparency
Our consolidation process provides full look-through transparency across banks, portfolios, and investment vehicles — offering a clear, unified view of your family’s entire wealth.
This results in a comprehensive report that enables effective supervision and control of assets, profitability, risks, and costs.
We deliver personalised and detailed reports, ensuring that every component of your portfolio is structured, comparable, and actionable — transforming complexity into clarity.
03
Accessibility
Our mission is to accompany families as a co-pilot on the journeys where they need the most support. At the same time, we provide them with full visibility and control over their activities through secure online access.
This system, enhanced by artificial intelligence tools for information management and distribution, is designed to optimise the generation and real-time access to detailed data.
04
Depth
Through LFG DeepSight™, we are able to extract all the factors (more than 3,000) that impact both the future performance of the portfolio and its risk level.
We conduct an in-depth assessment of the risks and opportunities within your portfolio and overall wealth structure, going beyond traditional metrics to ensure that your investments remain aligned with your risk profile and long-term objectives.
05
Insights
Analyzing past data is only the first step toward unlocking the ability to manage future dynamics.
By defining hypothetical future scenarios based on our quantitative models, we generate advanced analytical reports that support strategic decision-making and the optimisation of portfolios.
Through advanced analytics and tailored reporting, we provide clear and actionable insights designed to support a conscious and proactive decision-making process.
06
Efficiency
Portfolio optimisation goes beyond defining a strategy – it also includes its disciplined and precise execution.
Our model enables the reduction of hidden operational costs, the coordination of interactions between banks and intermediaries, and a dynamic adaptation to changing market conditions.
In this way, we achieve efficient execution that maximises returns and transforms strategy into tangible results.
Request a comprehensive family-whealth assessment
to explore our proven approach to safeguarding your legacy.