Personal wealth management

For individuals

And families.

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how it works

What we offer

Comprehensive Software

Keep your wealth up-to-date with minimal effort for instant access when you need it most.

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Wealth Planning Services

Professionalize governance and prepare your wealth for unexpected events.

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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.

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Our CLIENTS

For clients with more sophisticated needs

Individuals

With complex portfolio of diverses assets

One secure place for all assets, transactions, and documents.
Instantly accessible on mobile and web.
Complete net-worth tracking over time.

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Families

with complex wealth structures

Digitally mapped and secured wealth structure.
Shared access to assets, entities, and documents with family members.
Family governance and inheritance embedded into software.

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as a company

Why us?

1

Expert team and partners with extensive experience in the family office industry.

2

Advanced technologies paired with institutional best practices for professional wealth management with no financial expertise required.

3

Based in Europe.

Starting with Othis

How do you want to start