Skip to main content
  • Technology & Operations Solutions
    for Family Offices

    Read more

Technology & Operations Solutions for Family Offices


We are a research-based private network and events platform bringing together family offices, investors, private capital firms, technology vendors and consultants. 

We aim to extract useful signal hidden inside today's increasing noise and complexity, and to facilitate connections that create synergies.  All our projects are based on data-driven research that is not influenced by sponsorship.

Technology upgrades and build-outs can be daunting, multi-year projects which, if not designed and executed well, can result in costly mistakes. We assist family office and private capital firms by offering: 


  • Data-based insight into the available solutions and market trends
  • Operational best practices from highly respected consultants 
  • Benchmarking against peers 
  • Unique learning sessions
  • Opportunities to connect with peers, consultants and vendors
  • Global sourcing of high quality IT professionals for your tech projects  
  • Strategy and marketing advice for vendors