Rocco Gibaldi Guest Panelist at Family Office Network Forum


Trends in Family Office Technology

Support for today’s Family Office is continuing to become more complex. Some challenges are related to inter-generational gaps, how technology should be used, increased use of philanthropy, scope of investment opportunities. The list goes on. In Feb 2013, Rocco was among the guest panelists at the Ivy Family Office Network Forum in NYC.

The discussions varied through descriptions of investment products and different organizational structures. The panel that Rocco sat on was related to understanding the various organizational structures available today and what appropriate operations and technology tools are available to support these structures.

Rocco’s discussion notes are attached here:
Notes from Rocco Gibaldi’s panel participation at Feb. 2013 IvyPlus Event



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