KnowLedger Welcomes Bill Rouse
KnowLedger is pleased to announce that Bill has joined KnowLedger as its COO. Bill is a CPA with decades of operations, onboarding, and accounting expertise. He brings with him comprehensive …
Direct Custodian-to-General Ledger Integration Boosts Information Speed and Accuracy for Family Office Accountants
Family offices typically have a portfolio accounting system and a general ledger (GL). In some cases, the accountants running the GL pull the necessary data out of the portfolio system …
15 Mistakes That Family Offices Should Avoid in 2020
Here, we’ll focus on operational mistakes, office procedures, workflow, reporting, tools, staffing. As we all know, running a family office requires careful management and daily portfolio oversight with an eye …
3 Keys to Smooth Technology Evolution Inside Any Family Office
“May your choices reflect your hopes, not your fears.”– Nelson Mandela Every family office has choices to make. Technology is only one of them, but its impact can have ramifications on …
Family Office Resourcing – A Way Forward
The private nature of a family office creates a unique set of HR challenges. On the one hand, you must find individuals with the right mix of skills, background, experience, …
General Ledger and Portfolio Accounting – The Yin and Yang of Family Offices
Yin and Yang In Chinese philosophy, yin and yang describe how seemingly opposite or contrary forces may actually be complimentary, interconnected, and interdependent in the natural world, and how they …