Blog

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...

Nov 26, 2019

Integrated Technology for Family Offices and High-Net-Worth Individuals

Paul Francis

Paul Francis

Systems to Consider When Designing Your Family Office Technology Ecosystem

Oct 31, 2019

Why Family Offices are Replacing Industry-Agnostic Software with Integrated Accounting and Investment Tools

Dennis Mangalindan

Dennis Mangalindan

A Compilation of Five Common Pain Points Experienced by Family Offices Using Out-of-the-Box Software Solutions

Sep 11, 2019

Best Practices to Transition Your Family Office into the Age of Digital Reporting

Chelsea Francis

Chelsea Francis

How Family Offices and Financial Institutions Can Use Digital Reporting to Engage the Next Generation of...

Aug 20, 2019

3 Tips to Maximize Your Fintech Investment

Marissa Frizzell

Marissa Frizzell

How Family Offices Can Get the Most Out of Their Technology Solution

Jul 9, 2019

Five Reasons to Use an Outsourced Bill Pay Service

Steven Edelman

Steven Edelman

Why Family Offices and Financial Institutions are Partnering with Outsourced Bill Pay Providers

For a...

Jun 25, 2019

Investment Reporting for High-Net-Worth Families

Chelsea Francis

Chelsea Francis

How Family Offices and Financial Institutions Can Leverage Reporting Technology

The ultra-wealthy market segment...

May 17, 2019

Financial Reporting for the Modern Family Office

Steven Edelman

Steven Edelman

10 Types of Reports Every Family Office and Financial Institution Should Have in Their Toolkit

It’s no secret...

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