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Article

Technology and the Family Office

Stephen Horan, George Szundi, C. Edward Van Deman and Kevin P. Whalen
The Journal of Wealth Management Fall 2013, 16 (2) 99-111; DOI: https://doi.org/10.3905/jwm.2013.16.2.099
Stephen Horan
is the managing director and co-lead of education at CFA Institute in Charlottesville, VA.
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  • For correspondence: stephen.horan@cfainstitute.org
George Szundi
is the director of marketing at Financial Navigator, Inc., in Mountain View, CA.
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  • For correspondence: gszundi@finnav.com
C. Edward Van Deman
is the CEO and co-founder of Financial Navigator, Inc., in Mountain View, CA.
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  • For correspondence: evandeman@finnav.com
Kevin P. Whalen
is the chief financial officer at Financial Navigator, Inc., in Mountain View, CA.
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  • For correspondence: kwhalen@finnav.com
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Abstract

Finding effective technology solutions to meet on-going analysis and reporting requirements is critically important for wealth management professionals. This article will help family offices improve the management of their operations by offering a straightforward approach to understand, select, and use technology. Rather than derive new technical results, we provide a framework to apply and internalize old lessons through a simple, clear process. We also identify some key technology trends that influence that analysis and discuss the implications of those trends.

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The Journal of Wealth Management: 16 (2)
The Journal of Wealth Management
Vol. 16, Issue 2
Fall 2013
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Technology and the Family Office
Stephen Horan, George Szundi, C. Edward Van Deman, Kevin P. Whalen
The Journal of Wealth Management Jul 2014, 16 (2) 99-111; DOI: 10.3905/jwm.2013.16.2.099

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Technology and the Family Office
Stephen Horan, George Szundi, C. Edward Van Deman, Kevin P. Whalen
The Journal of Wealth Management Jul 2014, 16 (2) 99-111; DOI: 10.3905/jwm.2013.16.2.099
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  • Article
    • Abstract
    • THE BEST TECHNOLOGY STRATEGY FOR A FAMILY OFFICE
    • SEVEN TECHNOLOGY TRENDS AFFECTING WEALTH MANAGERS
    • IMPACT OF CURRENT TECHNOLOGY TRENDS ON FAMILY OFFICES
    • CONCLUSION
    • REFERENCES
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  • Editor’s Letter
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