Blog

Jul 29, 2020

5 Capabilities to Look For in a Partnership Accounting Solution

Dennis Mangalindan

Dennis Mangalindan

Useful Tools to Help Simplify Partnership Accounting for Wealthy Families

Family limited partnerships are one of...

Jun 29, 2020

How SEI's Archway Platform Helped One Family Office Tackle Operational Inefficiencies and Prepare for Change

Chelsea Francis

Chelsea Francis

4 Mini Case Studies Highlighting the Benefits of an Integrated Accounting and Investment Platform

Beginning in...

May 28, 2020

The Dos and Don'ts of Client Reporting for High-Net-Worth Families

Chelsea Francis

Chelsea Francis

How Family Offices and Financial Institutions Can Create Effective Financial Reporting for High-Net-Worth Families

Apr 29, 2020

Managing the Family Office Bill Payment Process Amid Social Distancing

Marissa Frizzell

Marissa Frizzell

How Digital Bill Pay Tools Can Help You Remotely Manage Bill Approvals, Payments and Expense Reporting for UHNW...

Mar 26, 2020

Why Your Fintech Provider's Approach to Product Development is Important

Mel Roberts

Mel Roberts

3 Traits Family Offices and Financial Institutions Should Look for in an Innovative Fintech Firm

The...

Feb 27, 2020

How to Conduct a Successful Family Office Software Proof of Concept

Dennis Mangalindan

Dennis Mangalindan

Questions You Should Be Asking When Creating a Technology POC

If you’ve been tasked with finding the right...

Jan 28, 2020

How Family Offices Can Build Their Family Office Network in the New Year

Chelsea Francis

Chelsea Francis

A Short List of Family Office Networking and Educational Resources

With January nearly behind us, family offices...

Dec 18, 2019

Year-End Checklist to Prepare Family Offices and High-Net-Worth Clients for 2020

Marissa Frizzell

Marissa Frizzell

A List of Relevant Topics to Help Family Offices and Private Wealth Advisors Plan for Emerging Trends in the New...

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