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Jane Flanagan
Monday, July 15, 2013

In this second report from our 2013 FOX Family Office Benchmarking™ series, family office executives report that truly integrated, flexible and affordable softwa

Family Office Exchange
Thursday, July 12, 2012

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 Exchange
Tuesday, June 1, 2010

Family office executives are always looking for ways to improve their financial reporting packages and their client relationships.

Family Office Exchange
Saturday, May 1, 2010

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

Wednesday, April 9, 2014
Family offices and wealth advisors have a greater need for integrated CRM solutions enabling them to:
  • deliver consistently exceptional and highly personalized service
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.

Wednesday, April 17, 2013

With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks.

Wednesday, March 20, 2013

One of the largest areas of complexity and one that creates a great challenge for family offices is timely and accurate reporting.

Wednesday, August 15, 2012

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

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