PT  - JOURNAL ARTICLE
AU  - Stephen Horan
AU  - George Szundi
AU  - C. Edward Van Deman
AU  - Kevin P. Whalen
TI  - Technology and the Family Office
AID  - 10.3905/jwm.2013.16.2.099
DP  - 2014 Jul 31
TA  - The Journal of Wealth Management
PG  - 99--111
VI  - 16
IP  - 2
4099  - https://pm-research.com/content/16/2/99.short
4100  - https://pm-research.com/content/16/2/99.full
AB  - 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