Most smaller single family offices forgo new technology and its benefits, relying instead on stalwart methods. But by eschewing modern technology, SFOs are placing themselves at a serious disadvantage – creating more work, increasing the likelihood of error, and missing opportunities for better financial returns. This playlist is devoted to leveraging technology in the single family office to increase performance, enable better sharing, communication, measurement, reporting, and more. For more insight into single family office technology, visit FamilyOfficeAssociation.com








































Additional Resources on Technology in the Single Family Office
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Single Family Office Index Tracking: The Benefits
Authors: Richard Wilkie, Co-Founder LSP Partners, LLC and Ralph Vince, Co-Founder LSP Partners LLC SFO Index-Tracking: The Benefits Presented is a method Single Family Offices (SFOs) might implement internally resulting in numerous benefits to the SFO. The method involves tracking a published “index,” usually comprised of equities. The implementation is performed essentially by clerical staff and
May 7, 2020 -
Podcast: Executive Function with Patrycja Slawuta
September 6, 2018 -
Podcast: From the NSA to Single Family Offices with Tania Neild
August 23, 2018 -
Podcast: I’m Scared
May 4, 2018 -
Podcast: Technology and the Single Family Office with Paul McKibbin
February 22, 2018 -
Podcast: Around the World with Cath Tilloston
November 30, 2017 -
Podcast: A Look To The Future with Vivek Wadhwa
August 4, 2017