Overview

The adoption of cutting-edge technology is really accelerating the professionalisation of the family office segment. Firms know that a great client experience must be backed by operational excellence, and that this can actually become the bedrock of their value proposition.

Back-office automation is key to operational efficiency, while in the front technology-enabled access to investments is unlocking the exciting opportunities today’s clients demand. Freeing up resources to focus on higher-level work is top priority across businesses.

The development of broader, deeper services is paramount as family offices move to embed themselves more fully into the wider family enterprise. But doing all this cost-effectively is no easy task. Selecting the right solutions, and implementing them in the right way, will be vital as family offices look to the future.

Who should attend:

Business leaders, operations, information technology, compliance, client service professionals, relationship managers within private and commercial family offices, and other wealth management firms serving UHNW clients, as well as wealth owners considering setting up a family office.

This event is exclusively for qualifying members of the Family Wealth Report network and invited guests.

Agenda

8:00am                 Breakfast

8:50am                  Summit Welcome

8:55am                 Keynote: Embracing disruption – leveraging technology to redefine the value of the advisor

9:30am               Lessons Learnt & Best Practices in Making a Business Case, Buying and Implementation

10:25am                Morning Break

10:55am             The GDPR Effect on U.S. Families, Advisors and Institutions

11:40am             Tech Demos/Presentations Round 1 (2 x 20 min) 

12:30pm                Lunch

1:30pm               The Holy Grail: Is a Truly Integrated Technology Platform Possible?

2:30pm               Tech Demos/Presentations Round 2 (2 x 20 min) 

3:20pm                   Afternoon Break

 3:50pm               Report Launch Presentation

4:05pm                How the Next Generation of Family Offices Will Win on Technology

5:05pm                    Closing Remarks

5:10pm                    Cocktails

6:00pm                    END


Logistics

Date and Time