Building a Technology Eco-System That is Fully Optimized for Your Family Office

Overview

Family offices have gone through a number of transformative changes, with COVID accelerating the impact of technology on every level. In this webcast, learn how family offices can take a holistic approach to building a technology ecosystem. Key topics discussed include:

  • integrating technology into your family office;
  • how to leverage technology to enhance opportunities for growth;
  • how to take a holistic view of your office’s data; and
  • ensuring your family office is effectively utilizing technology.

Advisor Thinking