top of page

Blog


The Back Office Isn't A Cost To Contain. It's The Relationship You've Been Underusing.
Last month in Family Wealth Report, Jay Rogers made the case that the back office belongs on the family office risk register — equal in weight to cybersecurity and governance. "Families still relying on disconnected spreadsheets are operating blind," he wrote, noting that offices managing hundreds of millions still run accounts payable through informal channels with no authorization controls and no audit trail. Risk extends beyond the portfolio for all generations He's righ
Jill Dillingham
Jun 42 min read
bottom of page
