Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
23 insights for “Software”
This article explores what’s changed in the family office software industry, particularly when it comes…
This article encourages family offices to explore platforms that offer a unified accounting solution for…
In this article, Ethan Bonar, CEO of CFO Family Office Reporting, explains in four steps…
This article examines the benefits, challenges, and top portfolio management software solutions tailored for family…
Registered Investment Advisors (RIAs) play a vital role in serving HNWI and family offices. However,…
This article explores the dynamics of ESG considerations for family offices, the pitfalls to avoid,…
WealthTech platform Masttro was established over 14 years ago, but even their family office users…
Family offices prepare reports on a regular basis so families can make informed decisions about…
Not so long ago, family offices could manage their investments on Excel spreadsheets. However, the…
Writing, mailing, and processing paper checks can be time-consuming. Worst of all, checks can get…
Over the last five years, Simple’s annual family office software review found that the number…
Many family offices struggle with their data management processes making it hard to make timely…
Family offices and high-net-worth individuals often face significant challenges when it comes to understanding and…
Family offices often face difficulties when accounting for multiple entities. In this insight, we explore…
As within any business including family offices, accounting and bill payment are two of the…
An illustration of the potential decision bottlenecks, managing the onboarding process, discuss the drivers of…
As family offices aim to preserve family wealth and ensure its smooth transition to the…
Alternatives have always been an elusive market for investors. Here, we explore what they are…
Portfolio management is one of a family office’s most crucial yet time-intensive functions. This article…
In this insight we look into the growing importance of consolidated reporting for family offices…
Implementing ESG across various family office operations is an essential part of ensuring sustainable wealth…
When compared with multi-client organisations, family offices often face more challenges when selecting and implementing…
Family offices have evolved from the mega-money-centric, often hidebound institutions of a bygone era (by…
