Case Studies
Real families. Real impact.
See how leading families and wealth managers transformed their operations with 1FS.
Family Office
Three generations, one unified view
A prominent European family office managing wealth across three generations faced a critical challenge: their assets were scattered across 47 different accounts, 12 banks, and 6 jurisdictions.
Quarterly reporting took their team 3 weeks to compile. Family members had no real-time visibility into their collective wealth, leading to missed opportunities and redundant investments.
Results
85%
faster quarterly reporting
47→1
unified account view
£2.3M
identified duplicate holdings
Real-time
family member access
Multi-generational family
European UHNW Family Office
"For the first time in our family's history, we can see our entire wealth picture in one place. The next generation finally has the visibility they need."
Assets consolidated
Tech entrepreneur family
Post-exit wealth structuring
"After selling our company, we suddenly had wealth in forms we'd never managed before. 1FS helped us see it all clearly and make confident decisions."
Asset classes unified
12
Asset Classes
8
Jurisdictions
23
Accounts
Private Family
From exit to clarity in 30 days
After a successful tech exit, this family found themselves with sudden, complex wealth: earnouts, equity rollovers, carried interest, public stock, real estate, and new investment opportunities arriving daily.
Their existing spreadsheets couldn't handle the complexity. Important tax decisions were being made without full visibility. Advisors were working with incomplete information.
Results
12
asset classes unified
30 days
to full implementation
£890K
tax savings identified
1 view
for all advisors
Wealth Manager
Scaling client service without scaling headcount
A boutique wealth management firm serving 50+ UHNW families was hitting a wall. Their manual reporting process meant relationship managers spent more time on spreadsheets than on relationships.
Client requests for consolidated views were taking days. The team was burning out, and client satisfaction was declining despite the quality of their investment advice.
Results
40%
increase in client satisfaction
60%
reduction in reporting time
2x
clients served per RM
Same day
client request turnaround
Boutique wealth manager
50+ UHNW families
"1FS transformed how we serve our clients. We went from dreading quarterly reports to actually looking forward to client conversations."
Impact areas
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