Podcast/Webinar from The Wealth Mosaic

WealthTech Talks - Technology Trends for the Family Office

Originally record on May 3rd, 2022, 10am BST

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by The Wealth Mosaic
| 06/05/2022 06:00:00

The talk of growth across the global family office marketplace has been hot for several years. With significant wealth creation, there is a growing demand for family offices, whether single, multi or in another format. And, while every family office is potentially different, due to their wealth, the many and varied areas in which they invest, the complexity around their third-party relationships, and other elements such as generational wealth and geographical diversity mean the family office is a complex market to serve. Indeed, with regards to technology, the nature of the family office market - fragmented, complex, lacking scale, and hard to reach – meant technology has not been well equipped to service this market outside of the biggest family offices. But the technology marketplace has changed drastically and there is today far more technology that is both relevant and, importantly, accessible to this sector.

In this webinar, The Wealth Mosaic host an engaging discussion with Arnaud de Coninck, Head of Global Partnerships at Trusted Family in Belgium, Martin Stadler, Altoo Ambassador at Altoo in Switzerland, and Tom Williams, CEO at Point Group in the United Kingdom on technology trends in the family office space. Covering the backdrop and where technology has served (or not) the family office market historically and moving to look at the here and now of what trends exist around technology in the family office space, what the market need is, where technology fits well and where there remains a need, the discussion will consider one fundamental question: how can family offices get the most out of the technology available to them today and into the future?