In this second report from our 2013 FOX Family Office Benchmarking™ series, family office executives report that truly integrated, flexible and affordable softwa
Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future.
Family office executives are always looking for ways to improve their financial reporting packages and their client relationships.
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
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.
With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks.
One of the largest areas of complexity and one that creates a great challenge for family offices is timely and accurate reporting.
Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future. View this webinar to exa