WealthTouch was born out of the family office tradition of confidential, personalized service. For more than 30 years, our management team and board members have been working with ultra-high net worth families and their trusted advisors to provide the highest quality financial reporting. Our experience and expertise – together with our innovative technology platform – have made us the international leader in providing secure, aggregated, accurate portfolio reporting and expense management services. Today we work with a wide range of clients, from the world’s leading private banking institutions to multi-family offices and ultra-high net worth individuals.
