Family Office Reporting

The Single Family Office Generation Shift

Family Offices are changing. Objectives are changing, reporting requirements are changing, family members are requiring deeper financial insights, and yes the generation is changing.  In a Bloomberg report, The Future of Family Offices in 20171, the number one objective of the family office, ranked by importance, was Inter-generational wealth management (number 2 was the Consolidation…

What The Affluent Cannot Buy

I attended the Family Office Deal Flow Summit in San Francisco on Friday.  The sessions were both valuable and very insightful.  And yet I was surprised with my ultimate takeaway.  What the affluent cannot buy.  TIME.  When we think of the affluent and family offices, we think there is nothing they cannot buy and yet…

Family Office Real Estate Summit

Real Estate is in the forefront of our minds this week with the upcoming Family Office Real Estate Summit in Miami on Monday April 10th. The focus for this year’s event is to promote a collaborative, relationship-building environment where family offices and institutional investors can share insights and resources, partner together on deals, and improve their…

Trends in Operational Metrics Show Demand for Greater Insights

By Robert Reid, CEO, Intacct Corporation Every modern business uses software management systems, but the best use systems that bring strategic, operational, and financial data together to support and optimize a performance-driven organization. For software companies in 2015, this requires new attributes, focus changes in metrics, and a comprehensive view of growth. Elevation of SaaS…