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.
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,
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.