Blog

19th June 2024

Is your data strategy putting your family’s wealth at risk? Find out with our free scorecard

The primary goal of most family offices is to preserve and grow assets across generations.…

Adam Cleland

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Technology

30th May 2024

10 Challenges Faced by Family Offices Using Spreadsheets

Family offices serve as the cornerstone for managing the complex financial and personal affairs of…

Adam Cleland

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Succession

9th May 2024

Navigating Succession Planning for Family Offices

Succession planning is a critical aspect of family office management, ensuring the seamless transition of…

Adam Cleland

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Insights

7th May 2024

The Benefits of Sustainable Investments for Family Offices

In recent years, sustainability has emerged as a defining theme in the world of finance. As global…

Adam Cleland

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Insights Technology

2nd May 2024

How software can help your family office with task management

In the fast-paced world of family offices, where managing wealth, investments, and various assets is paramount,…

Adam Cleland

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Succession

30th April 2024

Key Takeaways: Defining family office success for the NextGen

In the labyrinth of family office management, where generations intersect and wealth transforms, Brian Adams, president…

Adam Cleland

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Insights Wealth Management

25th April 2024

How Family Office Software Transforms Accounting

Why Family Office Accounting Needs a Tech Upgrade As families seek to preserve and grow…

Adam Cleland

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Insights

23rd April 2024

Navigating Document Management: Best Practices for Family Offices

In the complex landscape of family offices, where wealth management, estate planning, and personal financial…

Adam Cleland

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Data Automation

18th April 2024

Why Automate Data Aggregation for Your Family Office

In the world of wealth management, efficiency is paramount. Family offices, entrusted with overseeing the…

Adam Cleland

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Reporting

16th April 2024

How to Achieve Accurate Reporting for Family Offices

In the world of family office management, getting reporting right is crucial. It's like having…

Adam Cleland

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All posts

Is your data strategy putting your family’s wealth at risk? Find out with our free scorecard

10 Challenges Faced by Family Offices Using Spreadsheets

Navigating Succession Planning for Family Offices

The Benefits of Sustainable Investments for Family Offices

How software can help your family office with task management

Key Takeaways: Defining family office success for the NextGen

How Family Office Software Transforms Accounting

Navigating Document Management: Best Practices for Family Offices

Why Automate Data Aggregation for Your Family Office

How to Achieve Accurate Reporting for Family Offices

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