Newest Insights about Digital
In family office management, the role of Customer Relationship Management (CRM) software has evolved significantly. Traditional CRM systems have paved the way for a new breed of software tailored specifically for family offices. This insight explores how next-gen CRM solutions go beyond simple contact management, transforming how family offices manage relationships, harness data, and optimise operational efficiency.
All Insights about Digital
Introduction to alternative investment systems for family offices
InvestmentsAlternatives have always been an elusive market for investors. Here, we explore what they are and...
How a portfolio management system can streamline family office operations
SoftwarePortfolio management is one of a family office's most crucial yet time-intensive functions. This...
Real estate in the digital age: Big data, Metaverse and Blockchain
Real EstateFor forward-thinking family offices, governance and ownership in the world of Web3 and Blockchain...
Level up your operations with family office technology
SoftwareTechnology is crucial for family offices in order to automate and optimise data, which can help...
How family office reports can meet decision-making needs
OperationsUsing the right kind of family office report can help streamline decision-making. We’ve rounded...
How wealth management is adopting digital financial services
DigitalAs family offices become more comfortable with digital business transactions, advisers are...
Family office running costs are rising – and why that’s a good thing
DigitalIn 2020, the costs of running a family office rose, with most of these attributed to staffing and...
How to gain a birds-eye view by understanding family office services
OperationsFamily offices rarely think about their operating costs in basis points – surprising when such a...
Why family offices should be looking to Bitcoin
CryptocurrencyBitcoin and family offices very logically compliment each other. Family offices aim for long-term...
Blockchain's Potential Within The Family Office
DigitalSince it’s capabilities were first promoted to underpin and support Bitcoin over a decade ago...
How to overcome technological stalemate in Australian family offices
JurisdictionsThough the family office market in Australia continues to go from strength to strength, it is a...
Five approaches for engaging the next-generation
Next GenerationFor many family offices, succession is the most complex and significant challenge faced over the...
Cyber crime, the greatest threat to family businesses?
Cyber SecurityStatistics reveal that cybercrime is becoming one of the biggest commercial and reputational risks...
Prepare your family business for the digital age
CommunicationMany family businesses are born of the practice of merely "doing something," like tackling a...
Running your family office like a silicon valley startup.
SoftwareFamily offices have evolved from the mega-money-centric, often hidebound institutions of a bygone...
On building modern and future-ready family offices
CommunicationThe common misconception is that the family office asset management style only suits...
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