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PST1850 - Family Office: Automating Support Functions for High Net Worth Clients

Jun 14, 2018 9:30am ‐ Jun 14, 2018 10:45am

Standard: $49.00


The evolving needs and complexity of family offices is driving the need for expanded accounting support. With challenges such as disparate entities, manual processes and little control over workflow – family offices stand to benefit from technology that can bring automation, streamlined processes and increased visibility to analyze information and make informed decisions.

In this session, you will:
• Learn how accounting firms are helping their family office/HNW individual clients securely and efficiently manage their back-office work
• Identify best practices and tools to grow your business


Tags: PST

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