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

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

Building, retaining, empowering, and optimizing teams is perhaps one of the biggest challenges facing any organization. Without good people who have the knowledge and tools to excel at their jobs,… CONTINUE

Islands can be ideal vacation destinations. However, data islands (or data silos) cause significant problems when managing a family office. Created by using the wrong tools and work processes, data… CONTINUE

The idea of machines overthrowing and displacing humans has long been feared. This fear dates to at least 1872 in Samuel Butler’s literary work Erewhon. Then, machines were mere metal… CONTINUE

Across multiple surveys of family office software users, cybersecurity is consistently the single most important and commonly identified item of concern. The potential breach of the family office IT system… CONTINUE

“Tailor-made” is a popular expression that suggests a great fit for a given need or situation. A great fit can be fantastic if achieving that right fit doesn’t require exorbitant… CONTINUE

Introduction Charles Darwin wrote that the strongest and most intelligent members of a species are not the ones that survive. Instead, the strongest and most intelligent ones are those “most… CONTINUE

Bill-pay in a family office—what does it look like?  The process starts when a product or service is purchased, and the office receives a vendor invoice for payment. That invoice… CONTINUE

If your family office is still using on-premises IT infrastructure, such as in-house servers running your applications, you probably are taking significant unnecessary security and compliance risks. You’re also wasting… CONTINUE