Through years of industry experience and countless hours of research and development, we have created a series of best practices drawing from the wisdom accumulated through fi360, the Sarbanes-Oxley legislation, and the guidelines and research provided by the Family Office Exchange (FOX). Our customizable, plug and play infrastructure comes pre-loaded with processes for countless activities in your Family Office that you can either adopt or modify to fit your unique needs. 

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    Processes
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    Processes