Table of Contents

1.Introduction

2.Use Cases

3.Software Categories

4.Investing Trends and Changes

5.Data and Localization

6.Provider Insights: Family Office Technology Industry Trends and Changes

7.Top Family Office Software Providers

8.Methodological note

Family Office Software Review 2021

family office software review
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For family offices of all shapes and sizes, configurations, needs, and regions -- there's a software stack for you and we're determined to help you find the right one. This year we unpack use cases, data, and how to handle emerging asset classes.

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Technology Stacks
Updated on February 28, 2023
By David Struthers , Daniel Hilhorst , Francois Botha

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