Blog

Half of wealth managers now offer concierge services—most losing money in-house. Why a vendor portal misses what HNW families actually want, and the fix.

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