THE EVOLUTION OF FAMILY OFFICE REPORTING

Apr 26 2022
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private...

A “KILLER APP” FOR TODAY’S FAMILY OFFICE

Mar 08 2022
    The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which...

NEXT GENERATION SECURITY FRAMEWORKS FOR SINGLE AND MULTI-FAMILY OFFICES

Mar 04 2022
    The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which...

Data, People and Process: Key Considerations for Family Offices Implementing a Wealthtech Solution

Feb 16 2022
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private...

Family Office Trends for 2022

Jan 28 2022
  The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite...

BEST PRACTICES: DISTINGUISHING BETWEEN A TRUE FAMILY OFFICE SERVICE PROVIDER AND A MASS AFFLUENT/HNW/UHNW OPTION

Nov 05 2021
Rockit® Solutions is a technology-enabled Global Family Office (GFO) solution provider focused on single and multi-family offices with unique needs. Given our DNA originated...

2021 FOX Family Forum - October 28 Recap

Nov 03 2021
  Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds...

The Role of Independent Board Members – Bringing New Insights to the Family (from the 2021 FOX Family Forum)

Nov 03 2021
 Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge...

2021 FOX Family Forum - October 27 Recap

Nov 03 2021
  Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds...

Alternative Investments - Overcoming Challenges in Analysis and Reporting

Oct 21 2021
                  Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed....