Family Office Best Practices for Selecting Enterprise Technology
Overview
New family office enterprise software can improve operations and advance strategic goals. Modern cloud-based solutions offer more capabilities and security, if fully leveraged properly. How can Family Offices ensure they are procuring the ‘right’ solution for their Family Office, mitigating risk through contract negotiations, and aligning processes and people with best practices during system implementation? Our experts talk about a structured approach, the selection process and steps at a high-level, and speak to a few tips/best practices within the process.
Jack Kristan, CPA, CIA, Partner, Plante Moran
Natalie Schwarz, Senior Manager, Plante Moran