Overview
As families increase their focus on the detailed management of their wealth, this member roundtable will examine some of the best practices for operational efficiency in family office.
This session will also include data from our latest research on technology in the family office: the options for pre-packaged products versus customised options; costs and considerations, and recent trends in families’ implementation of technology platforms.
Please contact Alex Hayward ahayward@familyoffice.com for more information or to register for the event.
Address:
Adam House, 7-10 Adam Street, London, WC2N 6AA
Location
Registration
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- Agenda
Agenda:
Arrival & Registration
3.00 pm: Welcome and Introduction
3.15 pm: Operational Efficiency & Best Practices
4.00 pm: Peer Dialogue
4.30.pm: Technology Research Presentation
5.15 pm: Networking Coffee
6.00 pm: Program Closes
Please contact Alex Hayward ahayward@familyoffice.com for more information or to register for the event.