William Trout will be a Session Speaker on UHNW and Family Offices – TAMP Redux at this year’s Family Office Fintech Summit on 3/13/2018.

Clients’ wants and needs are evolving at a startling rate across all segments, but for family offices the need to offer truly modern wealth management is even more pronounced. Securing the loyalty of Next Gen clients, while also (profitably) tackling the challenges of operational efficiency, data management and security is the weighty task facing technology chiefs.