Resource Search

When businesses reach the limitations of basic accounting solutions and outgrow their systems, there are often operational inefficiencies that drain resources and limit growth potential. What once worked perfectly now creates bottlenecks. Reports that should take minutes can require days of manual work. Teams operating in silos may be working with conflicting information. These growing pains aren’t just frustrating—they directly impact your bottom line and ability to scale.

From working with forward-thinking family office leaders for more than two decades, we can see with a bird’s eye view of the family office space and have a keen awareness of the forces and demands that are shaping it. In today’s environment, we see even more change than usual, including meaningful structural transformations. For family offices, the ability to adapt thoughtfully to change is essential.

Navigating the complexities of financial management can be overwhelming for family offices without the right systems in place. From consolidating data across entities to ensuring accurate and real-time reporting, the demands can often feel unmanageable. With Sage Intacct, family offices gain a powerful platform designed to address these challenges head-on. This ultimate guide explains how Sage Intacct delivers enhanced financial transparency, simplified multi-entity consolidation, and improved reporting capabilities.

Cyber threats are seen as the third most impactful risk to businesses over the next three years, after the cost of capital and economic downturns, respectively. Threat actors are not only deploying new tactics using generative artificial intelligence (AI) to conduct more targeted and sophisticated attacks, but they are also advancing familiar threats like ransomware with increased severity. The evolving regulatory landscape and the increasing adoption of cloud software also pose new challenges for cyber leaders.

Out of a need to address the administrative pain of managing the investment operations—specifically private investments—for a single-family office and multi-family office, Ryan Eisenman, CEO of Arch Labs, discusses how that need became a focus for starting his company. In this interview, Chris Mays talks with Ryan about how the Arch Labs platform is supporting family offices and their need for better financial reporting and management of investment updates, taxes, capital calls, and distributions.

While IT functions are playing a central role in today’s digital transformation, their future is uncertain with public cloud, everything-as-a-service (XaaS), AI, and other advancements making new demands of IT leaders and their teams. Looking at the challenges and impact of six trends on IT’s mission and value proposition in an AI-enabled world, it’s clear that a leap forward with digital transformation is required if IT wants to be a driving force behind the successful integration and application of technology to build innovative, resilient, sustainable, data-driven organizations.

It’s a big job when it comes to choosing a technology platform to replace a platform that no longer meets your business needs and objectives. With a decision this important, you need to be confident that the new platform supports your multi-year benefits strategy, and that the vendor you select will meet your needs today—and in the future. To help with the selection process and evaluation, use these questions as outlined in the checklist provided.