Many family offices have started to think about refreshing their enterprise technology solutions given the availability of more robust and integrated solutions. The increase in cloud-based software options and the shift toward constant remote work have prompted many family offices to assess existing and new technology solutions to support operational improvements.
A number of factors contribute to this, which we share in “Family office best practices for selecting enterprise software: A comprehensive approach to a critical business decision.” The article also covers:
- Cloud technology & the family office
- Starting the software selecting process
- Key software selection criteria
Family offices realize the importance of an enterprise solution in advancing their family mission, and a structured approach to selecting software is critical.
