Steven Draper is a Senior Consultant at Family Office Exchange (FOX). He focuses on the “business’ side of family offices as well as wealth management advisor clients. The emphasis is on solutions to support the integrated financial platform that is key for the Family Enterprise Framework. Steven is also active on the family office research side at FOX to ensure the members have the best available information, resources and solutions to help them streamline the family office processes and technology.

 

In previous consulting positions, Steven has been involved in single and multi family office assignments ranging from establishing the basic processes, technology and infrastructure required to operate the family office business through to the implementation of a sophisticated, integrated platform that included CRM, portfolio and partnership accounting, cash management, financial planning, risk management, data warehouse, account aggregation and flexible, on-demand reporting.

 

Steven has worked for over 25 years in the wealth management, private wealth and family office business in the USA, UK, Switzerland and the Middle East. His skill set covers a broad range and includes: strategy and operations for single and multi family offices; new business and operational structures; process re-engineering and modeling; suitable technology and latest developments; negotiations of contracts with vendors; program/project management of operational change projects and technology install; writing proposals, plans, standards, procedures and guidelines.