Family Office Metrics
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Master Class: Top Tier Providers - How To Select The Best
New York, NY
Wed. March 28, 9am-3pm EDT
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Family Office Metrics is the leading provider of technology, operations and strategic consulting to the family office marketplace. |
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We focus exclusively on the family office to provide business and technology solutions that help family offices better serve their clients. We also work with ultra high net worth clients who are considering starting or joining a family office. |
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Our professional consultants leverage our combined business, operational, and technical expertise to develop solutions that address the unique challenges family offices face today-solutions that can carry your family office successfully into the future. |
FOM Updates
Paul McKibbin to speak about Outsourcing Technology for the Family Office at PAM Breakfast Briefing in NYC. (Feb. 16)
Phil Strassler and Paul McKibbin will moderate a panel on Families In Transition: Looking at the Options After A Liquidity Event during the 10th Annual Family Office Symposium in Southampton, Bermuda. (May 7-8)
Industry News
"SEC's FAQ on the Family Office Investment Advisor Exemption" via American Bankers Association
"Fidelity Introduces WealthCentral App for iPads" via AdvisorOne
"The Family Office Holds Annual Global Asset Allocation Conference For First Time In Dubai" via Zawya
"Asset Class Diversification: A Family Office Perspective on Direct Investing" via Business Insider
