How One $1B+ Family Office Feels About The Know-Like-Trust Factor
  • By zoltan-szakal
  • January 11, 2019

  In December 2018 we once again sponsored the Family Office Super Summit, which was held in ...

Family Office
Outgrown QuickBooks? How Does A Family Office Know?
  • By zoltan-szakal
  • November 15, 2018

Have we outgrown QuickBooks?   When did we cross that line?   How could we not have kn ...

Family Office QuickBooks Wealth Management
Family Office Real Estate Summit – A Takeaway
  • By zoltan-szakal
  • October 2, 2018

We recently attended the Family Office Real Estate Summit in New York as a sponsor of the event.  A ...

Family Office Wealth Management
Instant Consolidation for Visibility into Real Estate Investments
  • By zoltan-szakal
  • September 7, 2018

Real estate investments, in many cases, comprise a significant portion of the portfolios in many Fam ...

Consolidation Family Office Wealth Management