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A NEWSLETTER SPECIAL EDITION

A wrap-up of our June special report on Technology in Family Offices

Not many family office principals are experts in technology. In fact, it's likely the one area that they wish someone would step in and solve for them. It’s no wonder family offices find themselves with an array of unaligned systems.

The advances of artificial intelligence and sophisticated tech-savvy criminals have made the situation even more pressing. 

During June we took a closer look at what's going on in this space. Check out the articles below in our special report, which is presented by MyFO.

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Navigating the wealth of choices in family office software solutions: a quick guide

We winnow down the hundreds of available platforms and products to highlight 25 made-in-Canada offerings

Going paperless is still a dream—or nightmare—for many single-family offices

SFOs are facing growing pressures from inside and out to upgrade their technology and data storage

Countdown to ‘Q-Day’: If you think your data is secure, think again

Experts say family offices need to start securing information before quantum-enabled crooks can crack encryption codes

PARTNER CONTENT: Family offices needed a fintech solution. Simran Kang went out and built it

Her creation, MyFO, is a fast growing fintech platform founded in Canada and now used across North America

A cloud of one’s own: How to keep information secure with a private cloud server

Concerned about security—and the perilous state of Canada-U.S. relations—family offices are looking for alternatives to public cloud providers

Large language models are the human ‘face’ of the AI revolution. But are they ready for prime time?

Despite their promise, LLMs may also be prone to bias, error and inadvertently exposing proprietary data—big concerns for family offices

Ali Saleh saw how AI could help Canadian advisors with ever-complex transfers of wealth

His creation, Evolving Intelligence, helps track and manage wealth across borders, family members and generations

MEMBER CONTENT: How technology can help all generations in a single-family office engage, educate and unify