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A best practice guide to family office technology

The increase in ultra-high net worth families around the world—especially in the emerging economies of Asia, the Middle East and Latin America—makes family offices a growing force in the global investment market.

The increase in ultra-high net worth families around the world—especially in the emerging economies of Asia, the Middle East and Latin America—makes family offices a growing force in the global investment market. But if family offices are to live up to the high expectations of their client families, they must offer an exceptional level of service.

To meet these service expectations, family offices need to have a sophisticated technology infrastructure in place—an area where, frankly, the industry has been lagging to date. This informative white paper highlights the efficiencies and client service improvements that family offices can reap from a robust and reliable technology framework. Topics covered include:

  • The Changing Wealth Management Landscape
  • Automation: The Key to Unlocking Competitive Advantage
  • Managing Risk to Manage Wealth
  • Analysing Performance
  • The Value of Communication
  • Data: Building a Foundation for Efficiency
  • Realising Latent Synergies

Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It's a must-read for any family office looking to build competitive advantage in today's environment.

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