Today’s technology moves at an exceedingly rapid pace. How do family offices stay ahead of the curve and plan for the future? Three experts offer insight as part...

During the Covid-19 pandemic, it’s especially helpful to understand decisions that our peers are making around technology within the family office space. In that...

SEI Family Office Services is an award winning, integrated back-office platform delivering a wide range of technology solutions for family offices. With 18 years...

New technologies abound in our modern world. Here Dr. Peter Boumgarden, Professor of Practice Strategy & Organization at Washington University in St. Louis, ...

Founded in 2010, Masttro is a privately held wealth management technology company providing an integrated platform for family office enterprises. Masttro serves ...

There is often confusion over what exactly is the vertical approach to venture investing. Constance Freedman, Founder and Managing Partner of Moderne Ventures, e...

The future of money is a timely yet complicated topic, especially with cryptocurrency in the mix. Thomas Anderson, Author of Money without Boundaries, shares fou...

Innovation often comes out of conflict or hardship that forces us to develop new ideas and a new mindset to solve and overcome the conflict. Robert Wolcott, Co-F...

What is social impact investing? Is it reliable? Should you use it? Basically social impact investing is an investment strategy and a tactic to address pressing ...

While Coronavirus looms large in the second half of 2020, it can feel like anyone’s guess as to the future of our economy. This pandemic crisis is like no other,...

We all know the fundamental rule of investing is diversification. The more money that goes into any one area of a portfolio, generally the lower the returns. Div...

We are delighted to share important highlights from the 2020 FOX Global Investment Survey. FOX produces this annual survey of 120 family offices, and offers insi...

Why is it when two people experience the same event, one person is overwhelmed and stressed, yet the other person is fine, and might even grow from it? What are ...

Wealth advisors round the globe are asking, “How do we connect with our clients in a meaningful way, when we can’t be in the same room?” In this new world of inc...

The top three best practices in developing relationships are active listening, emotional intelligence, and building trust. Neuroscientific research on oxytocin –...

In today’s fast-paced and media-driven environment, wealth advisors see themselves as everything from a trusted partner to an educator to a financial therapist. ...

The Covid-19 pandemic has undeniably impacted client service across the globe. As various trends emerge from this new normal, one issue wealth management firms m...

In June, the IRS announced that it will begin a new campaign to audit hundreds of high net worth individuals after they reopen their offices on July 15th, 2020. ...

What is the biggest impact your solution is having on family offices? Sage Intacct is a best-in-class cloud accounting and financial management software solution...

What are the primary business challenges that your solution addresses? Founded originally by a family office 130 years ago, Northern Trust is a global financial ...

What is the biggest impact your solution is having in family offices? Masttro is a wealth management financial technology company, originally developed by a glob...

What are the primary business challenges that your solution addresses?Knowledger is a technology tool that efficiently moves data from a custodian source, housin...

What is the biggest impact your solution is having in family offices? SEI Family Office Services is a technology and outsourcing provider using the Archway Platf...

What are the primary business challenges that your solution addresses?