Overview
Elizabeth Glasgow discussed the benefits of financial advisers using innovative technology to assist family offices. “One frustration that pushed my family office clients away from outside wealth managers was inefficient access to information,” said Glasgow. “Clients with substantial wealth and relationships with more than one financial adviser would receive different account statements, product analyses, or spreadsheets from each adviser, but with no mechanism to assess the performance of their investments holistically, making it difficult to determine if there were inappropriate risks when considering the investments across the different managers.”
