KnowLedger

Thank you Family Office Exchange for your business partnership! Armanino John Stewart Chris Mays and our entire Family Office team are looking forward to working with you to solve our mutual UHNW clients' issues with our people, improving their processes and embracing the latest technologies!

Have a great Thanksgiving!! From all of us here at KnowLedger...

Part two of our Family Office Podcast Series is coming soon on December 4th! Join John Yeager, Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario, CFA, CFP? in this 22-minute episode as they discuss the history, establishment, and current state of family offices, including the 2018 boom. Discover why 80% of family offices are created, the challenges they face, and the importance of technology in managing them. If you have not already, listen to part one released on November 21st anywhere you get your podcasts! https://hubs.li/Q02YRGLk0

A webcast with an All Star Cast!!

So RIA's are going to dive into the deep end and build out Multi Family Office services?? “You can’t play it as an adjacency,” said Jon Beatty, Schwab’s COO for Advisor Services, in an interview with?Family Wealth Report. “Clients with more than $10 million have different and broader service needs, and you have to be sure you can deliver.” Scaling family office services will be an even more daunting task for firms than just trying to figure out how to manage clients assets at scale. With the news of Pathstone grabbing Eddie Brown, the gauntlet has been thrown into the ring. #aicpa #nonprofit #cpa #familyoffice #multifamilyoffice #sageintacct #arch #addepar #canoe #netsuite https://lnkd.in/dcNq9_ph

A BIG Thank You to Armanino to speak about KnowLedger and the changing landscape of technology within the Family Office space at the Porsche Driving Experience in Los Angeles. The afternoon was filled with driving and being told to "slow down!!". It was like having my girlfriend in the car telling me the same thing but in a nicer way! All the technology providers there, Collation.AI, Canoe Intelligence, Arch, Tipalti, Copia Wealth Studios, and MyFO were there along with coverage by Michael Thrasher from Modus News. Michael Berry, ChFC and I will have to compete somewhere in the future as he beat me at the go-kart tracks ages ago at Action Park in New Jersey and we need a rematch!

Thank you Shaun Parkin and Tom McCullough for the great insight on the changing dynamics of supporting the Family Office environment with the diverse requirements that are needed to make a Family Office be successful! #aicpa #nonprofit #cpa #familyoffice #multifamilyoffice #sageintacct #arch #addepar #canoe #netsuite

Here is the repost of the LinkedIn Webinar on Family Office Technology from Simple

Watched the LinkedIn Webinar with Mark Tepsich, Francois Botha, Martin Stadler, and Kyle Zeno Macdonald and this was a great review for anyone looking into thinking about technology and business process for the Family Office space. This will be reposted at the KnowLedger LinkedIn page also for your review. If you have not downloaded the 2024 Simple Software and Technology Report then you can access from the following link (see below). https://lnkd.in/gMDB5WHs

So do Family Offices think they are going to go from Excel to AI ??? Simple and Francois Botha just published some impactful details here in this Forbes article surrounding their Family Office Software and Technology Report they executed for 2024. Also, a "Thank You" to Francois Botha and the Simple crew for the call out of KnowLedger as a provider in the Family Office ecosystem delivering solutions to manage this type of business practice with the use of technology to streamline operations! https://lnkd.in/gHm93-rE #aicpa #nonprofit #cpa #familyoffice #multifamilyoffice #sageintacct #arch #addepar #canoe #netsuite