Jan 31, 2023

3 Signs You Should Revisit Your Family Office Tech Strategy

Dennis Mangalindan

Evaluating Family Office Platforms for Specialty, Efficiency, and Connectivity

Aug 29, 2022

The Client Service Trifecta: Family Office Software Client Support, Education, and Training

Natalie Peters

Using Client Service as a Mechanism to Qualify Family Office Technology Providers

Jun 29, 2022

Innovation Audit: The New Way to Measure Your Family Office Technology Vendor

Dennis Mangalindan

How to Validate Family Office Software Capabilities and Enhancements

Mar 29, 2022

How Consultants Can Help Family Offices

Chelsea Francis

Explaining the Many Roles of Family Office Consultants

Feb 28, 2022

20 Lessons Learned as a Family Office Solution Provider

SEI Family Office Services

What 20 Years of Working with Family Offices Has Taught SEI Family Office Services

Jan 31, 2022

Family Office Software Implementations: 5 Common Timeline Delays and How to Prevent Them

Michael Hansford

Preparing Data, People and Processes before Implementing a Family Office Solution

Dec 21, 2021

Five Ideas to Include on Your Family Office Solution Wish List

Chelsea Francis

Looking Beyond Functionality as You Evaluate Family Office Technology Providers

Nov 23, 2021

When Should Your Family Office Invest in Technology?

Chris Rose

How to Make the Case for Buying Family Office Software at Any Stage