UHNW Institute
June 16, 2021

Best Practices For Family Offices, Advisors - UHNW Institute Conference

Some of the most pressing issues that face family offices, their members, and the advisors working

Practice Strategies
July 14, 2020

FWR Reports: Lessons From The Pandemic

This news service talks to some of the top people in North America’s wealth sector about what

Technology
March 2, 2020

Preview: Family Office Fintech Summit, March 17

One of the major points in this new organization's conference calendar, and a marquee event for the

Technology
April 11, 2019

Choosing Right Tech, Data Privacy And Future Strategy - New York Fintech Summit

Here is a report from the Fourth New York Family Office Fintech Summit held a few weeks ago and

Family Office
April 24, 2017

EXCLUSIVE: What Family Offices Want From Technology - New York Conference

Issues ranging from how to use tech to help family offices become more efficient through to what to

Family Office
March 6, 2008

CRM provider offers hosted application for WM firms

Family Office
February 9, 2007

Salentica and InfoGrate team up to tackle HNW CRM