Family Office & Wealth Advisory Services
Technology Roadmap Development
- Drafting and implementing plans that enable you to tackle future growth and change initiatives.
Vendor Evaluation and System Selection
- Quickly and thoughtfully identifying the best solutions for your current phase of growth while preparing for your future needs, based on years of experience as former client or colleague of the industry’s leading vendors.
Project Implementation Support
- As a player-coach, you get the immediate benefit from prior conversions and integrations, and best practice recommendations from decades of wealth management experience.
Pre-Implementation Planning and Data Preparation
- Getting started on the right foot is critical to the success of a project. Helping assess your team’s readiness and preparing you to get the most out of your interactions with your chosen solution partner.
Data (Cybersecurity) Assessment
- Demystifying the alphabet soup of cybersecurity terms and acronyms and recommending practical security solutions to help you sleep better at night.
Interim and On-demand CTO/COO Services
- Clients trust and value our work enough to retain us to complement their management teams on an interim or on-demand basis.