Archives for October 27, 2024

Reducing Key-Man Risk and Strengthening Governance

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Why Family Offices Need a Centralized Data Approach Family offices, known for managing complex portfolios and the diverse wealth of high-net-worth families, often lag behind in technology investment. Unlike corporate structures, family offices tend to rely heavily on manual processes and traditional tools like spreadsheets, which are error-prone and require substantial manual oversight. For family…

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