Family offices have gone through a number of transformative changes, with COVID accelerating the impact of technology on every level. In this webcast, learn how family offices can take a holistic approach to building a technology ecosystem. Key topics discussed include:integrating technology into your family office;how to leverage technology to enhance opportunities for growth;how to take a holistic view of your office’s data; andensuring your family office is effectively utilizing technology.
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Family offices are increasingly leveraging tools to drive efficiency in the office, such as call scheduling, business intelligence, and client relationship management systems.
Ready or Not - Your Future Family Office is Here
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The evolution of family priorities and the acceleration of technological advances are reshaping the future of the Family Office. We shared insights into the Future of the Family office across four pillars of change: Shifts in Family Priorities, Proliferation of Technology, Evolution of Talent Profile, and Rising Importance of Partnerships.Insights and Key TakeawaysPresident of the Family Office Exchange, Bill Sullivan, shares key areas of change to help us understand the evolving landscape of the family office.
Future of Technology in the Family Office
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FOX’s Kent Lawson moderated a discussion on how family offices are incorporating automation to free resources for higher value add activities, leveraging data to make more informed decisions, partnering with third-parties to fill non-core capabilities, and ensuring it is all done with proper cybersecurity protocols to protect family data.
Secure Your Zoom Meetings
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Although there is no true end-to-end encryption for securing Zoom meetings, there are a few simple measures and setting guidelines you can take to help make them more secure.
While it’s difficult to predict the near-term market and economic landscape, it’s clear that consumers and businesses will need new methods, ideas, and approaches. To scale effectively long-term, tech leaders will need to consider the balance between innovation and risk holistically and with intent. Here are few hotbeds of innovative opportunity and some of the risks these pursuits may encounter.
Originally designed to address the pervasive accounting and reporting issues faced by family partnerships and funds, the Archway Platform has seen its share of evolution. Two decades later and powered by a Relentless Development Philosophy (RDP), the platform forged the path for today’s landscape of family office accounting and investment reporting solutions, evolving to meet ever-changing expectations set into motion by the shifting needs of our family office clients, generational wealth transfers, changes in economic policy and technology innovation.
Having Been Described as a Next-Generation Platform that Includes Machine Learning, Artificial Intelligence and Advancements in Cybersecurity, What Technology Trends does Masttro See for the Next 5 Years?
FOX’s 2019 Benchmarking study showed us a new path that family offices are beginning to take, and so we wanted to understand the challenges and long-term goals that our members are dealing with. This participation session using Mentimeter Surveys was meant to help us to discover and talk about the current technology needs within FOX member offices. As FOX works to build a technology marketplace, understanding the frustrations and concerns in our community will help to direct how to best support our members.Kent Lawson, FOX Technology Advisor
Long-time BlackRock executive, Ruchir Swarup, has joined Addepar as the new CTO, filling the 6-year vacant position. How have Addepar’s strategic plans changed given this significant change to the organization? Will these changes coincide with the family offices using or targeting Addepar as a possible solution?