TY - JOUR T1 - Technology and the Family Office JF - The Journal of Wealth Management SP - 99 LP - 111 DO - 10.3905/jwm.2013.16.2.099 VL - 16 IS - 2 AU - Stephen Horan AU - George Szundi AU - C. Edward Van Deman AU - Kevin P. Whalen Y1 - 2014/07/31 UR - https://pm-research.com/content/16/2/99.abstract N2 - 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 ER -