@article {Horan99, author = {Stephen Horan and George Szundi and C. Edward Van Deman and Kevin P. Whalen}, title = {Technology and the Family Office}, volume = {16}, number = {2}, pages = {99--111}, year = {2014}, doi = {10.3905/jwm.2013.16.2.099}, publisher = {Institutional Investor Journals Umbrella}, abstract = {Finding effective technology solutions to meet on-going analysis and reporting requirements is critically important for wealth management professionals. This article will help family offices improve the management of their operations by offering a straightforward approach to understand, select, and use technology. Rather than derive new technical results, we provide a framework to apply and internalize old lessons through a simple, clear process. We also identify some key technology trends that influence that analysis and discuss the implications of those trends.TOPICS: Wealth management, legal/regulatory/public policy}, issn = {1534-7524}, URL = {https://jwm.pm-research.com/content/16/2/99}, eprint = {https://jwm.pm-research.com/content/16/2/99.full.pdf}, journal = {The Journal of Wealth Management} }