A Best Practice Guide to Family Office Technology

Tuesday 24th November 2009

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Relevant Advisors

Aquarius Equity Partners Ltd
Aquarius is a specialist fund manager of high net worth individuals and family offices. Their funds focus exclusively on private equity and venture capital, investing in the UK unlisted companies market.
Asiaciti Trust Group
Asiaciti Trust is an independent trustee and fiduciary services business group offering specialist services internationally to both private clients and business corporations. Having established its corporate identity in 1978, Asiaciti Trust has its foundations in chartered accountancy practices which date back to 1886. Asiaciti Trust now provides a complete range of international trust and offshore corporate services and is one of the leading international trust groups in the Asian Pacific region. Asiaciti Trust currently has offices in the Cook Islands, Hong Kong, Nevis, New Zealand, Samoa, Singapore and Uruguay.
Smith & Williamson
Smith & Williamson provides a traditional service where the focus is on developing a relationship of trust and integrity.

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.

Get your free guide today