Intelligent Family Offices: Changing Our Way of Thinking and Operating
Overview
Family office technology continues to grow at an exponential rate. While the new technologies are exciting, many family offices are still dealing in old data methods. The technologies of the early aughts are no longer sufficient for future client demands but changing them isn’t like changing a light bulb. What challenges and opportunities should you be ready for? Which systems should you evolve first? What do you need to get your data ready for the transformation? What steps can you take to prepare for the family office of the future and better serve your clients? The answers include a new way of thinking and a new operational approach.
Matthew P. Grupp, President and CEO, Grupp Organization LLC
Rob Mallernee, CEO, Eton Solutions
Moderated by Kent Lawson, Director, Technology Integration Services, FOX