Technology Trends and Innovations


Using Electronic Trading to Deliver Value for Fixed Income Investors
Technological innovations in bond trading rarely grab headlines, but advancements have substantially changed how business is conducted in the fixed income markets. When used as part of a
Global Digital Trust Insights Survey 2021
PwC Private Company Services
Just decades after coming out from under IT’s wing, the cybersecurity profession has matured. Armed with the insight and foresight that only experience and wisdom can provide, cyber stands at a
Family Office Document Retention: FAQs About How to Manage Risk
In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records
4 Natural Events That Can Threaten Your Personal Media and Family Legacy
Turpen & Lewis Creative
Media is a great tool for storytelling. Photo albums can reveal ancestral details, documents can highlight past events, and film can rejuvenate old memories. All these items contribute to your family
Remote Work is Chance for Family Offices to Upgrade Technology Systems
The COVID-19 pandemic has prompted all types of businesses to run a magnifying glass over their processes and infrastructure to ensure continuity and viability. For family offices, it is an
Considerations for Everyday Situations: Checklist of Cybersecurity Best Practices
Tony Gebely
No one is immune from cybersecurity threats. And responsibility for protecting your data doesn’t rest with one person or provider. So it’s essential every organization follows at least some basic
Surveying the Risk and Threat Landscape to Family Offices: Insights and Recommendations
Boston Private
The key to success of any risk management plan is the development of an “all risk” approach that takes the entire family enterprise into account. Through a survey of more than 200 family
Combating Technology Challenges Within Your Family Office
The rising criticality of information security at every level has made security a core necessity for most organizations, with many companies concerned about the risks related to a remote workforce.
Building a Technology Eco-System That is Fully Optimized for Your Family Office
Family offices have gone through a number of transformative changes, with COVID accelerating the impact of technology on every level. In this webcast, learn how family offices can take a holistic
Technology: Springboard to the Family Office of the Future
BIll Sullivan
Leading up to 2020, family office technologies made significant improvements with expanded offerings and new entrants. But history has shown nothing is a more effective change accelerator than a