Family Offices IT Services
Like the highly personalized services delivered by your family office firm, TekConcierge strives to match your output with exacting managed IT services. We are acquainted with the array of services your firm provides clients including investment management, tax planning, estate planning, philanthropic advising and other specialized services. And just as you tailor wealth management to the specific needs and objectives of each family and individual, we work to offer a holistic approach to your IT needs—with an emphasis on planning, communication, sensitivity and uptime.
Your firm demands insightful, experienced IT services and protections to support your operations, manage your reputation and facilitate white-glove services to your clients. Your firm may need help with accounting and financial management software, portfolio management software, customer relationship management (CRM) software, cybersecurity software and protocols, collaboration and communication tools, data analytics and business intelligence software, and more.
WE VALUE YOUR COMPANY
TekConcierge wants your firm to succeed in every way and you will notice this in our ongoing background support and watchful care. We bring best-of-class technology services as a foundation to manage your existing clients' wealth and investment portfolios and we help with tools to track and manage interactions with potential prospects as well. We ensure fortifications around financial and personal information, offering robust cybersecurity solutions and protocols to protect your clients and your reputation against data breaches and other cyber threats. We know your firm’s demands for collaboration and communication and will bring insight and experience to make this an expanded strength.
In short, TekConciege brings the technology and services that play a crucial role in the operations and success of your family office. We will help you manage and grow your client's wealth while ensuring the highest levels of security and privacy.
Contact us today to learn more about how we can help your practice thrive with the right technology solutions.
