The Changing Nexus in Family Office Technology: Managing Data is More Important than Reporting
Publish Date:
Aug 31 2022
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Authors/Contributors
- Plante Moran (21)
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- Agreus USA Inc. (6)
- Marsh McLennan Agency Private Client Services (6)
- Foley & Lardner LLP (5)
- Holland & Knight (5)
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- SEI (5)
- AIG (4)
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- Cozen O'Connor (4)
- Forvis Mazars Private Client (4)
- Pitcairn (4)
- Sage Intacct, Inc. (4)
- The Mutual Trust Pty Ltd (4)
- Ascent Private Capital Management of U.S. Bank (3)
- Boston Private (3)
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- Ledgex Systems (3)
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- AMDG Architects Inc. (2)
- Bank of America Private Bank (2)
- BerryDunn (2)
- Chubb Personal Risk Services (2)
- Cymi, Ltd. (2)
- Eton Advisors Group LLC (2)
- Family Office Exchange Consulting (2)
- Greensfelder, Hemker & Gale, P.C. (2)
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- Lutz (2)
- Money Meaning & Choices Institute (2)
- NEPC LLC (2)
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- Willow Street Group (1)
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