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Cloud Technology Blog for RIAs and Broker-Dealers

Create A Family Office For Clients Living In This Decade

Outdated tools are a hindrance to these niche firms and their elite demographic.


Many family offices are hesitant to embrace cutting-edge technology. As a result, they may foster complacency with outdated tools at a time when other wealth management clients are benefiting from advances in efficiency, security and data recovery. Indeed, many family offices are harboring significant technology-related risks.

3/29/16 10:45 AM / by Sam Attias posted in Financial Services, Cloud Desktop, Technology, Family Office