Technology

Working as general counsel for a family office in 2008, Jill Creager found a frustrating lack of technology suited to family office needs. So, she built iPaladin, which launched as a product for family offices in 2010 and has been offered via a software-as-a-service model since 2017. Creager, iPaladin’s CEO, talks about the tech challenges family offices face.

What are the technology risks and opportunities for family offices? Michael Perez, managing director at professional services firm F2 Strategy weighs in.

Lacy Diversified Industries family office chief of staff Amelia Patel is all in on AI. She discusses how she is using artificial intelligence for tasks including advancing family education, and explains why AI is an incredibly useful tech tool that still requires a human touch.

Patty Esslinger is vice president and head of product for Trove, a multifamily office. She joined about a year ago and has been evaluating technology needs for Trove and its clients. She discusses issues family office leaders should consider when evaluating technology, including how to ensure “the juice is worth the squeeze.”

Adriana Zalucka, co-founder of FOTechHub: Family Office Tech & Ops Resource, speaks frequently with family office leaders about the challenges of adopting technology for family office operations. She talks about the issues they face around operations and workflow