Throughout the past year, family offices and high-net-worth families grew and evolved. A generational shift in leadership is fully underway, technology has become even more sophisticated and family offices and financial institutions have scaled into new and innovative service lines.
As we reflect on 2019 and strategize for 2020, it’s worth opening up the conversation around the changes and trends that have unfolded in family office leadership, technology and operations.
Not sure where to start the conversation? Here’s a list of topics to help you think through what’s relevant to your firm and your end-clients.
Is the family’s investment strategy clearly aligned with their values and mission?
What is your family office’s technology state of play?
What is your firm’s long-term technology strategy?
Is your firm willing to adopt and invest in new technology?
Are your family members receiving the right financial reporting in the right way?
Do you offer an extended array of services beyond traditional reporting requests?
Have you considered offloading resource-intensive processes to a third-party service provide?
Having been with SEI Archway since 2012, Marissa is currently a member of the Business Development team where she serves as a client advocate and focuses on building relationships with current and prospective system users. In this role, she is responsible for educating clients on SEI Archway’s full suite of solutions and ensuring that each client leverages the right combination of products and services for their firm. She also leads the firm’s IMMERSION User Conference series and provides ad-hoc client training. Prior to her role as a Relationship Manager, Marissa formed the SEI Archway Training team where she was instrumental in developing the New Hire Online Training, evolving the firm’s online product documentation and enhancement notices and managing the Client Support Portal. Marissa also held positions on SEI Archway’s Implementation and Client Relations Support teams.
Marissa holds a Bachelor of Science in Finance from the Lacy School of Business at Butler University. Outside of SEI Archway, Marissa enjoys volunteering in the community as a member of the Junior League of Indianapolis, attending Butler Basketball games and traveling with her husband.