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

Aggregating data for reporting, planning, and performance tracking is one of the most essential requirements for any family office. Its importance continues to grow. As the hub for a wide… CONTINUE

The direct investing process for family offices is an ever-increasing “barbell” challenge. Initially there is the process of evaluation and due diligence around the proposed investment, and then once the… CONTINUE

What does this new bill mean for your family office?