Rewriting the Playbook:

How Data, Regulation, and Technology Are Reshaping Family Office Operations

Across North America and Europe, family offices steward trillions in assets, but behind that wealth lies mounting operational strain.

Whether managing $1 Billion or $500 Billion, family offices face the same challenge: hidden in contracts are silent drains: auto-renewals, unused licenses, compliance gaps, and billing surprises.

Left unmanaged, they quietly erode returns and create audit risk.

 

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Key Insights

  • Recover Hidden Spend – Learn how disciplined oversight can uncover 20–30% in recoverable tech and data costs, turning wasted spend into leverage.
  • Make Contracts Work for You – See how to convert contracts from static PDFs into living intelligence—without new headcount or rip-and-replace systems.
  • Stay Audit-Ready – Understand practical steps to prove vendor oversight and resilience in line with today’s compliance standards (including Europe’s Digital Operational Resilience Act).
  • Real Results from Pennington Partners – How a $4B AUM multi-family office centralized visibility, streamlined renewals, and audited usage across vendors in just 60 days.

Ready to Turn Contracts Into Strategic Assets?

With regulatory scrutiny rising and vendor costs escalating, offices that lack contract visibility face growing exposure. This paper outlines how forward-looking offices are mitigating risk while strengthening long-term resilience. Download today to get ahead of the curve.

Authors

Rodd Macklin

Rodd Macklin

Co-Founder and Senior Managing Director
Pennington Partners & Co.

With a career spanning private equity, venture investing, and CFO roles, Rodd co-founded Pennington Partners in 2016 to bridge the gap between subscale single-family offices and traditional wealth advisors. Since then, Pennington has grown into an award-winning firm, overseeing approximately $4 billion in assets for entrepreneurs, founders, multi-generational families, and single-family offices.

Hendrikb&w

Hendrik Bartel

Co-Founder and CEO
PostSig, Inc.

A serial entrepreneur with two successful exits—including TruValue Labs—Hendrik leads PostSig in transforming post-signature contract management. With deep expertise in applied AI, data infrastructure, and vendor oversight, he helps family offices optimize operational resilience, enhance transparency, and build vendor strategies that align technology investments with long-term performance goals, driving value and competitive advantage in today’s complex market.