Breakout Session 3: Improving Quality Through Family Office as a Service
Overview
Learn how process mapping can help firms improve quality of their client deliverables, operations, efficiency, and expenses.
Robert E. Mallernee, CPA, CFA, Chief Executive Officer & System Designer, Eton Solutions, L.P.: Founder and CEO, Eton Advisors Group, LLC
Karen Rush, Managing Director, Membership, Family Office Exchange
Insights and Key Takeaways
Here Rob Mallernee, a long-time member of FOX and the CEO and System Designer at Eton Solutions, looks at how family offices can use a process driven approach to help determine core competencies, and to understand clearly what should be insourced and outsourced. Mallernee examines the family office “as a service” (XaaS). Essentially, XaaS means: • You buy a solution to a problem through access to that product, rather than through full ownership; • This is often accompanied by complimentary services; and • You pay for this on a “pay per use basis.”