Client: NDA
Sector: Finance
Scope: Asset Management
IT
UX & Service Design
Data & Analytics
Corporate Finance
Happy Family Office is an app that generates a temporal simulation of your assets.
Beginning with the initial status, the break-down composition of your assets as of December 31st of the previous year, inserting the estimate cost/output and returns for each year of simulation, inflation and other input parameters it is possible to obtain as an output the value of the assets in the period related to the simulation.
For long-term planning, maintaining constant the costs for the period of N years, without any investment/divestment, the balance could become negative. Therefore, it is possible through an app to simulate the divestments and investments over time that will adjust the correct actions or the application of a deliberate investment plan. It is possible to save the simulation scenario and compare it other simulated scenarios and therefore obtain the “best case” scenario that will calculate the relative investment of divestment over time for the relative family office factoring the various external variables (inflation, earnings etc).





