7 Key Elements to a Successful Family Office Technology Implementation

Feb 27, 2019

How to Prepare Your Family Office for a Technology Implementation Project

If you’ve ever participated in a technology selection for a family office, you likely know that the process requires a great deal of attention and effort. After all, the decision made by you and your team will have effects across the board – on your in-house accounting and tax professionals, on your investment and reporting teams and even on the family members themselves.

So what can you do to help your team successfully implement your chosen technology solution and, in turn, create efficiencies for the entire team?

To be honest, that’s a loaded question. A lot goes into planning and executing a technology implementation.

Fundamentally, you will need (1) a strong project leader, (2) a practical timeline and (3) a defined budget. From there, you need to pick (4) the right tools and (5) the right people, make sure you’ve (6) assigned project tasks to the appropriate team members and (7) prepared for major decisions that will chart the course of your implementation project.

Of course it’s more complex than that, but by addressing these seven key decisions upfront, you can help ease the transition to a new technology solution for your family office.

To help illustrate these decisions, we created a simple infographic comparing technology implementations to scaling a mountain:

SEI FOS 7 Elements to Tech Implementation_Blog

While we acknowledge that it may be an interesting comparison, the infographic helps define the challenges that lay ahead as you begin investigating new technology.

Download the complete white paper to understand these decisions and the underlying components that can affect how you make them.


Kyle Jones


Kyle Jones
Director, Implementation Consulting – SEI Family Office Services

Kyle is responsible for developing and leading the Consulting team and planning and coordinating professional services, software implementations and training for SEI Family Office Servicecs clients. Prior to joining SEI, Kyle worked within the Healthcare divisions at NCR and QuadraMed, specializing and implementing Revenue Cycle solutions. He began his career working in the Business Consulting practice of Arthur Anderson where he specialized in Enterprise Resource Planning solutions in the Financial Services, Consumer Products and Automotive industries. Following Arthur Andersen, Kyle was a member of the Information Systems group at The Steak n Shake Company.

Kyle holds a Bachelor of Science in Business with a concentration in Computer Information Systems from the Kelley School of Business at Indiana University. Outside of SEI, Kyle enjoys spending time with his family.

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Kyle Jones

Kyle Jones

Director, Implementation Consulting
SEI Family Office Services