News & Resources

Stay connected with our latest information.

AI Technology Insights Article

New technology is allowing for the implementation of higher quality investment data. Family offices choosing to invest in such tech will ultimately unlock new insights and grow their firms. Read more about the technological opportunities offered to family offices during this critical industry moment in the AIthority article.

Latest Technology Review in Global Banking & Finance Review

Chief Strategy Officer Nicole Eberhardt explains how the latest technology can make beneficial ownership record-keeping and reporting a simple task. Read all about in the Global Banking & Finance Review article

A Better Look: Family Offices, Technology and Beneficial Ownership

Chief Strategy Officer Nicole Eberhardt explains how the latest technology can make beneficial ownership record-keeping and reporting a simple task. Read all about in the Global Banking & Finance Review article.