Chris Martinez, Managing Director of Oakbrook Solutions’ Family Office Practice, was recently interviewed in MarketCurrents’ annual family office technology report.
The MarketCurrents’ report explores the role technology plays among family offices, the challenges they face, how to overcome them, and the best practices involved in choosing a provider.
The report also takes a deep dive into cybersecurity, an increasing concern among family offices who are prime targets for cybercriminals, and reveals who and what are the biggest threats and the steps to take to thwart a cyberattack.
Chris continues to highlight Oakbrook’s thought leadership in the family office space with his recent contributions to various pieces within the MarketCurrents’ report.
In “The Evolving Role of Technology” Chris discusses the role of data aggregation and the emergence of various customized technology options that play a vital role in allowing families to get information in a more timely and efficient manner and in “Technology Challenges Family Offices Face”, Chris discuses common challenges seen in the family office space including the increasing complexity families face in addition to coordinating all interactions with outside advisors.
With contributions to “Choosing a Provider: Best Practices” and “Combating Cybercrimes”, Chris discusses best practices and pitfalls to avoid when choosing a provider and explores password security best practices for family offices.
For more information on this valuable publication, please visit the MarketCurrents site at: www.marketcurrentswealthmanagement.com.