Building a Family Office Technology Ecosystem: One Family Office’s Story
Overview
Join Paul Freeland, Managing Director of SEI Family Office Services, and Rick Fowler, Director of Financial Systems for Petrus Trust Company, as they talk about the dos and don’ts of building out your family office’s technology stack. During this 30-minute fireside chat, Paul and Rick will discuss:
• Best of breed versus integrated technology
• Considerations for managing your own data warehouse
• The importance of implementing the right combination of people, process and technology
Rick Fowler, Director of Financial Systems at Petrus Trust Company
Paul Freeland, Managing Director of SEI Family Office Services