Family Office Technology

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

Additional Resources on Technology in the Single Family Office