The technology that helps family offices manage complex wealth has really moved forward over the last 20 years. Innovations in multi-asset, multi-currency accounting, portfolio management, and investment reporting systems have been ground-breaking, but they can also make choosing the right software very daunting.   ..read more

Back in 2018, I wrote a blog on the subject of what I believed to be the challenges in selecting software for a Family Office. To sum up, I included these three headings:  ..read more

Onboarding a new software is critical for any company, but it is especially important for family offices. A smooth and efficient onboarding process can help your company hit the ground running, while a poor process can result in costly mistakes ..read more

Back in 2016 we wrote a blog explaining what software solutions Family Offices were looking for, depending on their size and structure. If you feel like reading the original story, you can find it here ..read more

A glossary of terms used by family office software providers The financial industry is renowned for abbreviations, acronyms and jargon. This can make it a minefield for a layman, those of us who do not understand the intricacies of financial speak. Family offices, sitting within the financial industry, can have even more complicated terms and references, so unique sometimes that one family office might not understand another ..read more

Industry transformation is happening as we speak and the financial industry is undergoing digital transformation in order to stay competitive, meaning the old approach of slow and steady no longer wins the race ..read more

Russia’s recent invasion of Ukraine has certainly changed the viewpoint of investors for the short and medium-term. Added to the Covid lockdowns, supply chain issues and other geopolitical factors, the outlook of higher interest rates and the end of unlimited money growth, the attention of investors is now shifting towards a different direction. Higher inflation and the suspicion that this will persist in the near future, are adding to concerns that wealth protection will become a riskier and more volatile activity.  ..read more

In the past custodians would defer to investing in traditional assets, such as stocks, bonds and mutual funds. But now alternative investments are on the rise ..read more

Would you be surprised to learn that 26% of Family Offices have suffered some kind of a cyber attack?   ..read more

We can’t imagine anyone disagreeing with us that data entry is a laborious and repetitive task. Occasionally, it can serve as a welcome break from projects that require lots of skill and concentration, but when data entry must be done and done correctly it becomes very hard work and something that very few of us would want to engage in as a daily job ..read more