Personal wealth management
For individuals
And families.
What we offer
Comprehensive Software
Keep your wealth up-to-date with minimal effort for instant access when you need it most.
Wealth Planning Services
Professionalize governance and prepare your wealth for unexpected events.
You are in the lead with Othis. Take full control of your wealth and make optimal decisions, independently, in a professional way.
Othis empowers personal wealth management with institutional best practices, advanced technologies, and vetted specialized partners.
For clients with more sophisticated needs
Bespoke solutions
Individuals
One secure place for all assets, transactions, and documents.
Instantly accessible on mobile and web
Complete net-worth tracking over time
Families
Digitally mapped and secured wealth structure.
Shared access to assets, entities, and documents with family members.
Family governance and inheritance embedded into software.
Why us?
Expert team and partners with extensive experience in the family office industry.
Advanced technologies paired with institutional best practices for professional wealth management with no financial expertise required.
Based in Europe.