Customer: A growing Family Office in the Caribbean This small Family Office already had invested in Microsoft 365 and had an in-house IT resource. The IT demand had increased due to a larger staff size and now needed a helpdesk to manage the demand and access to...
Customer: A new wealth management company in the Caribbean The company was set up in response to a request for wealth management Services from a significant client by a team of four industry experts. Why is this story interesting: This is an excellent example of a...
Customer: Medium-sized Caribbean wealth management company servicing multiple families Managed Services The company is a successful Family Office business in the Bahamas with 25 staff and a small group of global relationship executives. They serve clients globally and...
