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The Technology Challenge Facing Family Offices

August 2022

Consider the obstacles facing family and multi-family offices: increasingly sophisticated security threats that require highly specific skills and knowledge to manage; complex client needs and demands; new, non-traditional asset classes; and significant generational changes as a result of the great wealth transfer. Family offices must stay on the pulse of the latest technology to remain relevant. Read more at Advisor Perspectives: https://www.advisorperspectives.com/articles/2022/08/24/the-technology-challenge-facing-family-offices

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