Creating a Best-in-Class Client Experience in your Family Office
Dec 08 2022
The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which...
3 Common Family Office Technology Myths [And What to Expect Instead]
Dec 05 2022
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private...
Onboarding New Technologies: Four Must-Haves for Success
Nov 17 2022
Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients...
Nov 14 2022
We are a team of large-scale donors, philanthropy advisors and technologists committed to making philanthropy more accessible, effective and meaningful. We are primarily...
Bridging the Digital Privacy Gap
Oct 31 2022
360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission is to...
Leveraging Finance and Accounting Outsourcing for the Family Office
Sep 23 2022
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle...
The Changing Nexus in Family Office Technology: Managing Data is More Important than Reporting
Aug 31 2022
The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which...
2022 FOX Family Office Forum Recap – Day 2
Jul 21 2022
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge...
2022 FOX Family Office Forum Recap – Day 1
Jul 21 2022
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge...
Jul 11 2022
Circle was founded on a belief that blockchains and digital currency will rewire the global economic system, creating a fundamentally more open, inclusive, efficient and...