Sorting Through the Trends in Technology & Operations

Steve Randolph, Managing Director, was a presenter at this year’s Association of Trust Organizations (ATO) Annual Conference held in Washington, DC. The ATO was celebrating 25 years at this year’s annual conference. ATO serves as a forum for leaders, owners and operators of trust organizations to network and grow as an industry. ATO attracts professionals […]

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Trust Companies – Change is Now a Requirement

The trust and custody world as we know it is changing. For many years, trust companies have operated as quiet, steady, and trusted advisors to wealthy clients in all segments. That existence is beginning to be threatened.

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Chris Martinez, Managing Director of Oakbrook Solutions’ Family Office Practice, Recently Interviewed in MarketCurrents’ Annual Family Office Technology Report

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.

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Cybersecurity Focus on Employee Threats:
Presented by Chris Martinez

Oakbrook’s Chris Martinez, Managing Director of our Family Office Practice, recently spoke at the St. John’s University Cyber Law Symposium on February 28th. Chris’ topic of discussion was on companies implementing and/or maintaining Employee Awareness and the ‘Internal Threats Lurking Within Corporate (Fire) Walls’.

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New Look, New Feel…
Same Commitment to Our Clients

As technology is ever changing, we know that it is important that our website reflect who we are as a company and what we do in the most up-to-date way possible. As a result, we have recently redesigned our website to offer a more user friendly experience with improved navigation and functionality.

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