Wealth Managers Using Technology for Growth – a presentation by Carl Knecht, Founder and Managing Member of Lihera LLC.

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Emerging technology appears to be the dominant topic in today’s business world. Family offices, especially for Latin American families need to take advantage of this change and embrace the advantages it contributes to their organization.

Carl Knecht, founder and managing member of Lihera LLC, describes the benefits and the family office impact the Cloud (also known as how you access information and data) has on many aspects of a business. Significant factors such as access to more resources (portfolio reporting, accounting, and document storage), the mobility allowing remote access and direct access for family members at all times, as well as security can be beneficiary.

Knecht also says document storage in applications such as Dropbox and Google Doc can better help the structure of the family office. Outsource and in-source tools are also available, for example, WealthTouch, Addepar, Portfolio Center, and Archway.

Social Networking is another important role. The better knowledge family offices have on social media websites like Facebook and Twitter, greater the chances for growth. 

 

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