Webinar
Optimizing family office operations with Sage Intacct and integrated technologies
June 17, 2025
Event overview
Transforming family office operations
Family offices operate with increasing complexity—juggling investment reporting, bill payment, accounting and operational needs across entities. Disconnected systems and manual processes can create inefficiencies, risk and limited visibility.
In this one-hour recorded webinar, learn how integrated technologies like Sage Intacct, RSM FamilySight® and adjacent tools form a modern, best-in-class family office tech stack. We’ll walk through a framework that supports strategic growth, streamlines operations and enables flexibility across in-source, co-source and outsourced models.
You’ll also see a live demo showcasing how these tools come together to simplify workflows and enhance reporting visibility.
Watch the recording to:
- Understand common technologies used in family offices, including accounting and investment books of record and operational platforms.
- Learn how a best-in-class, integrated technology approach can meet the strategic, operational and reporting needs of complex family offices.
- Explore real-world examples of how Sage Intacct connects with adjacent tools to streamline workflows and enhance visibility.
Presenters
Ben Miklitsch | Director, Sage Intacct | RSM US LLP
Christy Richardson | Manager, Sage Intacct | RSM US LLP
Chris Dickson | Advisory Leader, Family Office | RSM US LLP
Jacquelyn Guarino | Manager, FamilySight | RSM US LLP