Case Studies
Real families. Real impact.
See how leading families and wealth managers transformed reporting, collaboration, and decision‑making with 1fs.
Family Office
Three generations, one unified view
A prominent European family office managed wealth across 47 accounts, 12 banks, and 6 jurisdictions. Quarterly reporting took three weeks, and family members lacked a real‑time view of the portfolio.
1fs consolidated every asset and document into a single platform, giving every stakeholder immediate visibility and a shared source of truth.
Client profile
European multi‑generational family office
Use cases
Consolidation, reporting, succession visibility
Outcomes
85%
faster quarterly reporting
47→1
unified account view
£2.3M
duplicate holdings identified
Real‑time
family member access
“For the first time in our family’s history, we can see our entire wealth picture in one place.”
Private Family
From exit to clarity in 30 days
After a successful tech exit, this family faced a complex blend of earnouts, equity rollovers, public stock, real estate, and new opportunities arriving daily.
1fs provided a unified view for advisors and family members, enabling faster tax decisions and clearer investment planning.
Client profile
Post‑exit founder family
Use cases
Onboarding, tax planning, advisor alignment
Outcomes
12
asset classes unified
30 days
to full implementation
£890K
tax savings identified
1 view
for all advisors
“1fs helped us see everything clearly and make confident decisions after the exit.”
Wealth Manager
Scaling client service without scaling headcount
A boutique wealth manager serving 50+ UHNW families relied on manual reporting, slowing client response times and stretching teams thin.
1fs automated consolidation and client reporting, giving relationship managers more time for advisory work and improving client satisfaction.
Client profile
Boutique wealth manager
Use cases
Reporting, portal access, consolidation
Outcomes
40%
increase in client satisfaction
60%
reduction in reporting time
2x
clients served per RM
Same day
client request turnaround
“We went from dreading quarterly reports to looking forward to client conversations.”
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Join the families and wealth managers who’ve transformed how they see and manage wealth.