Resilient = Adaptive Psychologists define resilience as the process of adapting well in the face of adversity, trauma, tragedy, threats, or significant sources of risk. For family office’s, the need… CONTINUE
Is Your Family Office Software Obsolete? How To Tell
All family offices rely on software to help run their operations. While many of these packages are routinely updated, they may no longer meet the needs of a modern office…. CONTINUE
A Self-Driving Family Office?
Family office technology and automation Along the technology journey toward automotive automation and self-driving cars, experts frequently talk about five levels of automation, ranging from no driving automation whatsoever (Level… CONTINUE
Creating a Best-in-Class Client Experience in your Family Office
When it comes to elevating the “customer experience” to improve client satisfaction and results, today’s family offices could learn a thing or two from Starbucks. Starbucks has succeeded in turning… CONTINUE
Points of Failure in a Family Office
Do family offices ever fail? Yes, they do. The reasons behind many failures involve family dynamics, in which generational and other differences create tensions and challenges. However, there is another… CONTINUE
Time is Money: Even in a Family Office
In business, it’s all about the bottom line. There are several factors that affect that bottom line, and an effective business leader will monitor them all. One of the most… CONTINUE
Why the Right Family Office Software is Even More Important in a Sliding Economy
More than a few economists are now predicting a recession in late 2022 or in 2023. Then again, others say a downturn will be averted. Either way, most people think… CONTINUE
The Changing Nexus in Family Office Technology: Managing Data is More Important than Reporting
We all know that data equals knowledge. It provides a way to measure and is a basis for decision-making. In any organization, knowledge enables individuals to respond to challenges before… CONTINUE
Why Family Office Technology Matters: The Good, the Bad, and the Ugly
Back in the old days, when the holy grail of an integrated investment ledger and general ledger was just a dream, a family office had to cobble a system together… CONTINUE
Top 5 Security Threats in Financial Services in 2022
In today’s world, no industry is immune to cybersecurity attacks. From hospitals to logistics companies, businesses recognize the importance of proactively ensuring their data is kept secure. Alarmingly, the pandemic… CONTINUE