Sustainable Family Office Operations and Management Conference
Presented by: Financial Research Associates
The Princeton Club, NYC
The Sustainable Family Office Operations and Management Conference in early June was a huge success for Fi-Tek. As the only Gold Sponsor for the event, Fi-Tek executives articulated on engaging topics and took part in interesting panel discussions. Ramsey El-Fakir, CIO and Managing Director, spoke about “The Paperless Office”, providing insights to reducing paper and upholding security in our ever-growing electronic world. Brian Epstein, Director of Wealth Management Solutions, as part of an exciting panel “Best Practices for Sustainability as Offices Expand and Contract”, shed light on industry trends that require adaptation to support sustainability.
Through this exciting two-day event, Fi-Tek also managed a booth and participated in close interactions with various family offices to have a focused understanding of their operations, technology needs & challenges and dwell on the solutions offerings which encompass all facets of their wealth management needs.