In this episode, Mark Wickersham and Tom Livergood, President and Founder of Family Wealth Alliance discuss:

·        How Covid has impacted Family Wealth firms
·        Managing high performance teams
·        How family wealth firms should think about work and priorities beyond the pandemic

Datafaction services the needs of family offices, business managers and sport management firms that offer pay bill and accounting services. 

Our specialized accounting and secure bill payment solution incorporates document management, approval workflow and online integration with City National Bank.

Founded in 1976, Datafaction has over 40 years of industry leadership and expertise, nearly 300 clients, 4,000+ users.  Our clients trust and rely on our software for their critical business operations.

This presentation is for general information and education purposes only. Datafaction does not warrant that the presentation or the information contained herein is accurate or complete. Opinions expressed and estimates or projections given are as of the date of the presentation and Datafaction has no obligation to update or provide notice of inaccuracy or change.

Datafaction is an RBC company and affiliate of City National Bank Member FDIC.