Technology and the Family Office

Kevin Whalen, CPA, CGMA, MST, MSRED

jwmThe Journal of Wealth Management is an acclaimed publication offering investment strategies in private wealth management, commentary on financial planning, and research on family office management. Its latest edition features an article on family office technology written by members of our executive team. This article provides a framework to help family offices understand, select, and implement the most effective technology solution for them.

By registering on the Journal of Wealth Management website you will receive full access to two complimentary articles. Follow these links to gain access to our family office technology article:

  1. Click here to register on the Journal of Wealth Management website. Registration is free and easy.
  2. Click here to download full-text and PDF versions of our latest article.