The top three best practices in developing relationships are active listening, emotional intelligence, and building trust. Neuroscientific research on oxytocin – the trust and relationship molecule – reminds us that in every initial interaction with a human being we have two subconscious questions:D...

In today’s fast-paced and media-driven environment, wealth advisors see themselves as everything from a trusted partner to an educator to a financial therapist. Today’s advisors must be great listeners, crisis managers and transparent communicators. They must have a high IQ, and an equally high EQ. ...

The Covid-19 pandemic has undeniably impacted client service across the globe. As various trends emerge from this new normal, one issue wealth management firms must address is technology. How are the most successful firms approaching technology and innovation? And is my firm on the right track?The p...

In June, the IRS announced that it will begin a new campaign to audit hundreds of high net worth individuals after they reopen their offices on July 15th, 2020. To learn about who should be concerned and what to do, Scott Winget, Enterprise Market Leader for Family Office Exchange interviews Leigh G...

What is the biggest impact your solution is having on family offices? Sage Intacct is a best-in-class cloud accounting and financial management software solution that provides powerful, measurable value to family offices. One family office, a real estate investment firm, gained vastly increased rev...

What are the primary business challenges that your solution addresses? Founded originally by a family office 130 years ago, Northern Trust is a global financial services company, serving clients across the US and throughout Europe, Asia, Australia and the Middle East. Northern provides holistic fam...

What is the biggest impact your solution is having in family offices? Masttro is a wealth management financial technology company, originally developed by a global multi-generational family office. Today the technology is used by a diverse group of family offices across 24 countries. The platform o...

What are the primary business challenges that your solution addresses?Knowledger is a technology tool that efficiently moves data from a custodian source, housing the data, and creates all the journal entries into your general ledger. Knowledger provides a digital solution to manage the massive amou...

What is the biggest impact your solution is having in family offices? SEI Family Office Services is a technology and outsourcing provider using the Archway PlatformSM to aggregate family assets and serve as a central data hub for accounting and back office services. By providing families...

What are the primary business challenges that your solution addresses? Addepar is a reporting solution for a broad range of advisor and family office needs, with the ability to provide a comprehensive but also simplified picture of complex wealth. Their technology is distinctive in how it r...