Solutions
Who is FLIORE for?
One operating system for the family office – with the right entry point for every organisation. Same platform, different priorities.
FLIORE is the family office operating system for single and multi family offices, trustees and independent wealth managers in Switzerland and the DACH region: mandates, consolidated wealth, document vault, KYC/AML and compliance in one platform.
By organisation
Single family officeThe whole family, every structure, one viewMulti family officeEvery family kept apart, one system for the teamTrustees & trust companiesStructures and beneficiaries documented at any timeIndependent wealth managersCompliance that can be auditedFoundationsGovernance and assets in one place
Single family office: Setting up a single family office in Switzerland · Consolidated wealth overview for the single family office · Look-through consolidation: seeing wealth through structures
Multi family office: KYC and anti-money laundering in the multi family office · Software for multi family offices in Switzerland · Requesting documents from families securely
Trustees & trust companies: KYC for trusts: which documents are required · Trust or foundation? A comparison · The Liechtenstein trust (Treuhänderschaft)
Independent wealth managers: KYC and anti-money laundering in the multi family office · The risk-based approach in a family office · Enhanced due diligence in practice
By market
Single or multi family office?
The differences in mandate, cost, regulation and confidentiality – and what they mean for software.
Single vs. multi family office →All modules at a glance
Mandates & UBOs, document vault, KYC & compliance, consolidated wealth and FLIORE AI.
See the platform →