MarketCurrents Wealth Management Media Publishes 3rd Annual Technology Report for Family Offices

New York, NY, July 06, 2018 --( MarketCurrents published its third annual technology edition last week. The issue included coverage of a live in-person roundtable, which was held at the Lotte Palace Hotel in New York. This was an invite-only gathering, which included a number of family offices. RSM, a leading tax and consulting firm co-partnered this event with Marketcurrents.

Tech savvy next-generation Millennials coming of age are driving change at family offices, resulting in the modernization of systems.

A number of emerging technologies are also becoming available to family offices. These include, Robotic Process Automation (RPA) as well as Artificial Intelligence (AI). MarketCurrents presented some of these trends with insights from both family offices and providers.

Security remains a top priority as cyber threats continue to evolve. More sophisticated cyber-protection tools are available and both multi and single family offices are allocating increased spend and resources towards this.

"I want to thank, on behalf of Marketcurrents, in particular RSM, who drove a dynamic and insightful panel on the latest trends, services and solutions available to family offices. I also want to thank Theresa Pratt of Market Street Trust who led a cyber panel. The event was made of up family office participants who drove home a diverse set of views on how technology and security measures are being embraced and implemented across the board. We heard from both single and multi family offices at the roundtable, as well as editorially for the edition. These conversations are important and highlight our commitment in bringing these issues to the forefront in order to enable family and private offices to function efficiently," said Sumehr Sondhi, Managing Director at Marketcurrents.

The report is available on
Ila Ferra