There is a saying in the financial management industry: “If you’ve seen one family office, you’ve seen one family office.” No two are alike. The services that a family office provides are both extensive and highly customized. Rarely do clients hear the word “no,” because each office reflects the individuals it serves. To be responsive to their clients, family offices need a customized technology solution that meets their specific requirements—enabling them to combine personalized service with efficiency and scalability...