🧩 Is your office complex enough for an integrated system?
Integrated systems streamline complex accounting needs—portfolio, partnership, and general ledger—enhancing value as complexity rises. However, implementation time, cost, and risks increase, requiring careful planning, staffing, and training adjustments.
🤖 How AI is Quietly Transforming Family Offices
Explore how AI is reshaping family office operations behind the scenes, streamlining workflows, and enhancing decision-making with real-world applications.
🎧 Integrating Tech Across the Family Office
Recorded live at our 2024 Virtual Tech & Ops Conference, this episode features three single family offices sharing how they’ve unified their tech stacks to serve both investment and finance teams.
Hear insights from Danielle Klimek (Marron Capital), Brad Sacks (BS Global Investments), and Jake Beinecke (Antaeus Enterprises), moderated by Theresa Clarkson (InfoGrate Wealth).