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This session will provide solutions to guide financial and investment reporting for family offices. Innovative and comprehensive solutions to help the office make more timely investment and tax decisions will be demonstrated. We will also discuss alternatives that exist in the family offices to help lower the 73% of families who use Excel spreadsheets. Attendees will learn about:
• Tools that can be utilized in the aggregation of family office investments
• Efficiencies that can be achieved with the use of technology in today’s family office
• Benefits that a family office will realize with the use of some of these tools