Networks - Data Security/Technology

Chris Martinez, CFP, Managing Consultant – Oakbrook SolutionsSue Devlin, Director of IT – PitcairnEd Wright, Managing Director – Piedmont Trust
Wednesday, April 9, 2014
Family offices and wealth advisors have a greater need for integrated CRM solutions enabling them to:
  • deliver consistently exceptional and highly personalized service
  • seamlessly coordinate cross-functional activities
Oakbrook Solutions, Inc.
Monday, March 17, 2014

Family offices of all sizes face document management challenges for a number of reasons:  

Tim Titcomb – Fidelity Family Office ServicesDavid Matalon – External IT
Wednesday, November 13, 2013

Gain insight about the latest trends on cloud computing and learn about the evolution of cloud technology with one of the entrepreneurial pioneers of the cloud platform, David Matalon of External IT.  Learn from Fidelity technology experts about the risks of expanding into a hosted solution.

Jane Flanage and Bill Fride – Family Office Exchange
Wednesday, July 24, 2013

Just as every family office is as unique as the family it serves, the office’s technology is driven by the priorities and needs of its clients. There is no one right answer when it comes to technology.

Cabinet Document Management Solutions
Friday, June 28, 2013

Business owners and managers are looking to get rid of operational bottlenecks caused by outdated methods of storing and retrieving documents.

Jane Flanagan
Monday, July 15, 2013

In this second report from our 2013 FOX Family Office Benchmarking™ series, family office executives report that truly integrated, flexible and affordable software solutions remain elusive.The survey takes a comprehensive look at a wide range of systems issues,

Alan Brill – Kroll Advisory Solutions
Wednesday, April 17, 2013

With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks.  Family offices and wealth advisors are more likely to be targeted by commercial hackers, disgruntled insiders and cyber attackers.

Tim Calveley – FORS LimitedMark Rogozinski – RockIT SolutionsSteve Slessor – FORS Limited
Wednesday, March 20, 2013

One of the largest areas of complexity and one that creates a great challenge for family offices is timely and accurate reporting.