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Catherine Fankhauser
Practice leader for EY's family office advisory service practice, specializing in holistic transformations for single-family offices and leveraging technology for modernization.
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Feb 18, 2025
• 42min
Building the Future-Ready Family Office: Balancing Technology, Governance, and Scalability
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In this discussion, Catherine Fankhauser, EY's practice leader for family office advisory services, shares her insights on the critical role of technology in family offices. She emphasizes the need for understanding internal priorities and the importance of effective reporting. Catherine also highlights the transformative potential of AI and data analytics. Additionally, she discusses the significance of selecting the right technology vendors and overcoming integration challenges, advocating for strategic hiring to optimize operations in a rapidly changing landscape.
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