Client advisory services (CAS) practices offering family office services are facing increasing pressure from their clients to deliver more – more value, more insight, more support, and more ease of interaction. The good news is that there are plenty of technologies available that can help, allowing firms to deliver an even higher level of service at scale.
Which capabilities are most important in family offices? Where should CAS practices focus their technology investments to have the biggest impact? Here are some things to consider from CPA.com and BILL.
