Family office platform · Luxembourg
The whole family balance sheet, in one place.
Velamonte brings together every entity, asset, adviser and governance decision of a family: from listed portfolios and private equity to holding companies, property, art and yachts. Built for Luxembourg single- and multi-family offices.
- Listed portfolios
- Private equity
- Private credit
- Venture capital
- Art collection
- Watches
- Philanthropy
- Real estate
- Yacht
- Aircraft
- asset classes, bankable and non-bankable
- 13
- asset classes, bankable and non-bankable
- legal entity types, from SOPARFI to foundation
- 7
- legal entity types, from SOPARFI to foundation
- adviser roles with scoped access
- 5
- adviser roles with scoped access
- family governance modules
- 4
- family governance modules
Consolidated wealth
Every asset the family owns, not just what sits at the bank
Bankable and non-bankable assets are recorded side by side in their native currency, linked to the entity that holds them, and rolled up into one family net worth by asset class and jurisdiction.
Liquid
- Cash and deposits
- Listed securities
- Hedge funds
- Crypto assets
Private markets
- Private equity
- Venture capital
- Private credit
- ELTIFs and co-investments
Real assets
- Real estate
- Yachts, with financing and valuations
- Private aircraft
Collections
- Fine art
- Watches
- Classic cars
- Wine
Structures
Holding companies, trusts and foundations, mapped
See which entity holds which asset. Each holding company, fund, trust or foundation carries its jurisdiction, the family's ownership percentage and the assets it holds.
- SOPARFI
- Luxembourg holding company
- RAIF
- Reserved alternative investment fund
- SCSp
- Special limited partnership
- SPF
- Private wealth management company
- Trust
- Trusts
- Foundation
- Private and family foundations
- OpCo
- Operating companies
CSSF reporting oversight
Regulatory reports to the CSSF tracked from draft through validation and submission, with deadlines per period.
Luxembourg vehicles
SOPARFI records and fund compliance status for the Luxembourg structures the family holds.
Entity status
Each entity is tracked as active, dormant or in liquidation, together with the assets it owns.
Family governance
Beyond the portfolio: the family itself
A family office manages relationships and continuity as much as assets. Governance, succession and philanthropy live next to the balance sheet they affect.
Family constitution
Record the family charter: values, decision rules and the bodies that govern the family’s wealth.
Succession
Maintain the succession plan and simulate wealth transfers between generations before they happen.
Philanthropy
Track the family’s philanthropic commitments and report on the impact of each programme.
Next generation
Plan education programmes for heirs and follow their progress as they take on responsibility.
Advisers and security
Discretion by design
Families share information with many outside advisers. Velamonte gives each of them exactly the view they need and records everything they do.
Scoped adviser access
Invite tax advisers, lawyers, bankers and auditors to see only the entities and asset classes they work on.
- Access limited by entity and asset class
- Optional expiry date on each invitation
- Revoke access in one step
Document vault
Deeds, statements, agreements and minutes stored with the entity or asset they belong to.
- Per-family document vault
- Electronic signature via DocuSign
- Downloads recorded in the audit log
Security and audit
Family data is isolated per office and every action is attributable to a named person.
- MFA, WebAuthn / FIDO2 and single sign-on
- IP allow-listing per office
- Four-eyes approval on support access
For the investment team
Institutional tools for the liquid portfolio
The same platform gives the family office’s investment staff the portfolio, risk and reconciliation tooling of a private bank.
Portfolios
Holdings, transactions and multi-currency valuation across custodians.
Performance
Brinson-Fachler attribution against the family’s benchmarks.
Risk
Value at Risk, Expected Shortfall and stress tests on the liquid book.
Reconciliation
Positions, transactions and cash matched against bank and custodian data.
Reporting
PDF and Excel reports for principals, boards and advisers.
See your family’s structure in Velamonte
Tell us how your office tracks entities, assets and advisers today. We will walk through the platform on a structure that looks like yours.