Event overview

Transforming family office operations

Family offices operate with increasing complexity—juggling investment reporting, bill payment, accounting and operational needs across entities. Disconnected systems and manual processes can create inefficiencies, risk and limited visibility.

In this one-hour recorded webinar, learn how integrated technologies like Sage Intacct, RSM FamilySight® and adjacent tools form a modern, best-in-class family office tech stack. We’ll walk through a framework that supports strategic growth, streamlines operations and enables flexibility across in-source, co-source and outsourced models.

You’ll also see a live demo showcasing how these tools come together to simplify workflows and enhance reporting visibility.

Watch the recording to:

• Understand common technologies used in family offices, including accounting and investment books of record and operational platforms.
• Learn how a best-in-class, integrated technology approach can meet the strategic, operational and reporting needs of complex family offices.
• Explore real-world examples of how Sage Intacct connects with adjacent tools to streamline workflows and enhance visibility.

Watch on demand

Presenters

Ben Miklitsch  |  Director, Sage Intacct  |  RSM US LLP

Christy Richardson  |  Manager, Sage Intacct  |  RSM US LLP

Chris Dickson  |  Advisory Leader, Family Office  |  RSM US LLP

Jacquelyn Guarino  |  Manager, FamilySight  |  RSM US LLP