With small teams and rising client expectations, family offices need leverage. Palmarium expands coverage from dozens to thousands of assets, delivers ideas with scientific consistency, and generates portfolios that are transparent and client ready — without extra hires.
Limited research bandwidth
Small teams can’t cover the full market, leaving opportunities unseen.
Dependence on external research
Inconsistent quality and lack of transparency slow decision-making.
Growing client pressure
Families demand clear, auditable rationales for every proposal
Expand Coverage
From dozens to thousands of assets, giving family offices institutional-level reach.
Save Hours Every Week
Generate optimized portfolios in minutes instead of hours
Explain with Confidence
Every proposal includes risk metrics and plain-language rationales.
Streamline Workflows
A single methodology reduces bureaucracy and ensures consistency.
Expand Ideas Beyond Your Team
Discover new trades and opportunities your lean staff can’t cover manually.
Build Portfolios in Minutes
Automate creation and rebalancing with transparent risk metrics.
Deliver Client-Ready Reports Instantly
Pre-built templates with rationales and disclaimers included.
