Blog

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

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

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

Dec 18, 2019

Year-End Checklist to Prepare Family Offices and High-Net-Worth Clients for 2021

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

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