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Technology

27th December 2023

Challenges Faced by Family Offices: Alternative Data Aggregation

Family offices, tasked with safeguarding and growing the wealth of high-net-worth individuals or families, operate…

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Family Office Roundup

22nd December 2023

The Family Roundup #17

Family office sentiments on asset classes for 2024?45% are bullish on global developed investment grade…

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Technology

20th December 2023

Family Office Collaboration Tools for Seamless Communication & Teamwork

In the dynamic landscape of family offices, effective communication and seamless collaboration are paramount for…

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Technology

13th December 2023

Revolutionising Family Office Efficiency: The Role of Technology

In the dynamic landscape of wealth management, family offices play a crucial role in overseeing…

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Family Office Roundup

8th December 2023

The Family Roundup #16

As markets become more unsettled, 43% say protecting wealth top financial goal. Source: 2023 EY…

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Technology

6th December 2023

Enhancing Family Office Software: A Focus on Mobile Accessibility

In the fast-paced world of finance and wealth management, family offices play a crucial role…

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Reporting

30th November 2023

Navigating the Future: Technology Trends in Family Office Reporting

In the ever-evolving landscape of family offices, the role of technology in reporting has become…

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Reporting

28th November 2023

Safeguarding Wealth: Best Practices for Cybersecurity in Family Office Reporting

Cybersecurity plays a pivotal role in the intricate world of family office reporting, where sensitive…

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Family Office Roundup

24th November 2023

The Family Roundup #15

What is your family office’s key concern? 60% of family offices report that it’s preparing…

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Reporting

23rd November 2023

Elevating Investment Reporting: A Modern Approach

In the rapidly evolving landscape of finance, the importance of cutting-edge investment reporting cannot be…

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