Multi-Family Office OS

The operating system for complex wealth.

AstorOS orchestrates portfolios, governance, and reporting for family offices managing R$100M to R$1B+ across generations — in one unified platform.

Total Wealth Orchestrated
R$1.3B
48 families · 25 professionals
15 Funds under management
3 Generations of average client
13 ANBIMA certifications
CVM-authorized · Northeast-originated · Institutionally rigorous
Portfolio Intelligence

Every asset. Every entity.
One command center.

AstorOS aggregates financial data across custodians, private equity, real estate, and closed companies — replacing fragmented spreadsheets with a single, authoritative view of total wealth.

Multi-Entity Consolidation
Trusts, holding companies, partnerships — each with its own currency, legal structure, and reporting cadence — unified under one hierarchy.
Real-Time Valuation
Liquid and illiquid assets priced daily. Private equity marks updated monthly. Real estate and collectibles reappraised quarterly. All with audit trails.
Risk & Exposure Mapping
Geographic, sector, and currency exposure — calculated across every entity and asset class, then surfaced in a single risk dashboard.
Automated Compliance
KYC renewal deadlines, CVM reporting windows, ITCMD triggers, and ANBIMA requirements — tracked automatically with alerts 30 days ahead.
Governance & Succession

70% of generational wealth
fails at the second generation.

Not because of markets. Because of governance failure. AstorOS builds the structure that keeps families aligned — across decades, across generations, across complexity.

90%
of Brazilian companies are family-owned (FGV)
70%
of wealth transfers fail by gen 2
Family council meeting prep — agendas, financials, action items, all generated before each session
Rising generation programs — financial literacy tracking, mentorship assignments, first investments
Succession timelines — structured handoffs with legal, tax, and governance milestones
Gen 1
Founding
Partner
↓
Gen 2
Next-Gen
Leadership
↓
Gen 3
Future
Stewards
Reporting & Intelligence

Institutional-quality reporting,
delivered automatically.

Monthly Client Report
Portfolio performance vs benchmark
Asset allocation drift analysis
Cash flow & liquidity forecast
Private equity & fund valuations
Governance milestones due
AI-generated drafts in minutes, not hours
Internal Dashboard
Pipeline for new families
Advisor coordination matrix
Deal flow & opportunities
Regulatory calendar (CVM, ANBIMA)
Team task tracker & action items
Daily intelligence, fully autonomous
Built for the Northeast — operating for the world

Wealth is complex.
Managing it should not be.

AstorOS is the operating system built for multi-family offices that refuse to let complexity erode the legacy their founders spent decades building. Every tool, every workflow, every automation — designed to make wealth management coherent, consistent, and worthy of the families it serves.

CVM-authorized · Independent · Built for permanence