Digitisation, Young Wealth & Succession Planning
As the average age of significant wealth holders declines at an unprecedented rate, the pressures on the family office environment to provide transparency, accountability, traceability and timely reporting abound.
Where, a few decades ago, paper-based systems sufficed, today's wealth-holders are technologically sophisticated and, we believe, truly deserve live access to all of their own data and information. Where, originally, family office structures facilitated this, increasingly the family office itself serves as an inadvertent barrier to the adoption of time-saving and transparency-promoting technology.
We work with family offices and wealth-holders who are embracing the digital revolution to provide systems and support for the digitisation of their affairs, from simple things like mobile phone apps to track the contents of wine cellars, to much more complex financial reporting dashboards, automated paperwork processes, and the use of machine learning and facial recognition to ensure their security.