Founded exclusively to serve ultra-high net worth families and their trusted advisors, WealthTouch helps deliver clarity, control and peace of mind.
For more than three decades the leaders of WealthTouch have earned the confidence of the most discriminating families and their advisors.
We transform the complex, multi-faceted financial data in ultra-high net worth portfolios into clear, concise portfolio reporting. Our comprehensive solutions consolidate, reconcile and report across all asset classes, custodians and currencies to create an unbiased and independent view of the client’s complete wealth picture.
WealthTouch is rooted in the family-office tradition of premium service and absolute confidentiality. We blend the science of proven processes and technology with artful intuition of people who understand the unique reporting challenges of the ultra-high net worth. We understand that having the right information when and where it is needed creates the right relationship between the advisor and client.