The Future of Family Office Technology
As technology continues to revolutionize family office management, the 2024 FOX Technology Showcase in New Orleans, in September, offers a unique event to explore and engage with the latest innovations. At this pivotal event, leafplanner is excited to demonstrate how our platform addresses the evolving needs of UHNW families and family offices.
In the fast-paced world of family office management, staying informed about the latest technology is crucial. The 2024 FOX Technology Showcase is the perfect venue to explore how connectivity, and integration are reshaping the industry. This year’s showcase will feature a wide array of solutions designed to enhance family wealth management, from digital wealth management tools to family wealth education platforms.
Key Event Highlights:
- Live Demonstrations: See leafplanner’s innovative approach to family office management firsthand. Our software platform, which integrates over three decades of wealth advisory and risk management expertise, is designed to collect, organize, and map the intricacies of a family’s enterprise. Learn how leafplanner offers a comprehensive, holistic view of family and enterprise relationships, structures, and data.
- Technology Selection Workshop: Join us on Monday, September 9, for the Technology Selection Workshop led by Kent Lawson, CTO, at Family Office Exchange. This workshop will provide valuable insights into selecting and implementing the best technology solutions for your family office.
- Networking Opportunities: Connect with peers, tech experts, and leading vendors. The showcase is an excellent opportunity to discuss best practices in wealth preservation, succession planning, and family wealth risk management.
Why leafplanner Stands Out
leafplanner is at the forefront of the WealthTech space, bridging the gap between traditional family office management and modern technological solutions. Our platform addresses the complexities of managing family wealth by:
- Identifying Blind Spots: leafplanner helps families and advisors identify potential gaps and risks in their current strategies, enabling proactive and corrective actions.
- Enhancing Family Engagement: By providing a single source of information, leafplanner fosters better communication and education among family members and advisors. Our platform supports family education and improves family engagement through comprehensive information.
- Streamlining Succession Planning: Our holistic approach to succession planning ensures a seamless transition of information critical to maintaining a family’s legacy. leafplanner's acts as a family owner's manual, integrating disparate sources into a cohesive, actionable roadmap.
Who Should Attend?
The 2024 FOX Technology Showcase is ideal for:
- FOX Members: Enjoy exclusive early bird registration benefits until August 16.
- Non-Members: Family offices, UHNW family members, wealth management firms, and similar organizations are welcome to attend. Registration for non-members closes on September 4.
Secure your spot today to explore how leafplanner and other leading technologies can revolutionize your family office operations. Whether you're focused on organization, estate planning, or digital transformation, the showcase offers unparalleled insights and opportunities.
For more details and to register, visit familyoffice.com. We look forward to connecting with you at the 2024 FOX Technology Showcase!
