Considerations for Technology Selection and Application in a Family Office

Families often ask what the best technology platform for a family office is – making the assumption that there are just one or two types of technology solutions. However, most family offices require a combination of accounting, investment and reporting tools, as well as various supporting tools. The specific tools vary based on the types of investments, activities performed within the office and by service providers, and the needs and desires of the family and its staff.

In this session, we’ll provide an overview of family office technologies currently used, and the criteria to consider when making the selection. We’ll also discuss the various technology setups used by family offices and best practices on technology selection and implementation.