Intended to serve as a starting point for family office executives and wealth owners who are considering a transition in their family office technology platform, this comprehensive guide provides as overview of key things to consider before making a technology change as well as information about emerging technologies and new products. This guide addresses:
Armed with this knowledge, wealth owners and family office executives are able to make more informed purchasing decisions and avoid costly technology-related mistakes.
This item is only available to members.
Date Published: May 2010