Insights
Notes on data, reporting, and technology decisions.
Essays by Greg Silverman on the practical side of running a family office's information.
Architecture
June 2026
Local Intelligence Data Pipelines for the Family Office
The next practical intelligence opportunity for family offices is not replacing every system. It is building local, governed data pipelines that clean messy files, map them to trusted structures, validate exceptions, and feed the dashboards and reports the office already uses.
Data Strategy
March 2026
Why Family Offices Need a Sovereign Data Core
A modern operating environment requires more than software. It requires structure, control, and a durable foundation for reporting and intelligence. The organizations that invest in their data core today will be positioned to deploy meaningful technology for years to come.
Technology
February 2026
Reporting Infrastructure Before Intelligence
Intelligence can accelerate insight, but only after the underlying data model, workflow logic, and outputs are trustworthy. Skipping this step does not save time. It amplifies the cost of existing data quality problems.
Operations
January 2026
The Hidden Cost of Fragmented Systems
When systems, spreadsheets, and workflows drift apart, reporting quality and operating confidence break down quietly first. By the time the problem is visible, the cost of remediation has grown significantly.
Data Strategy
December 2025
Data Ownership as an Operating Principle
Owning your data is not a technology decision. It is an operating principle that affects reporting reliability, vendor negotiation, and the organization's ability to adapt as requirements change.
Advisory
November 2025
When Vendor Neutrality Actually Matters
Vendor neutrality is not about avoiding technology. It is about making technology decisions based on operating needs rather than sales relationships, referral incentives, or platform lock-in.
Architecture
October 2025
Why Excel Is Not the Enemy: Architecture Still Matters
Spreadsheets are not the problem. The problem is when spreadsheets become the architecture: the integration layer, the business logic, and the system of record for critical operating data.