Puzzle and Joiin partner to eliminate multi-entity reporting pain—no more growing pains, messy spreadsheets, or costly ERPs for scaling businesses. The new integration allows Puzzle customers to ...

For accountants who have clients with multiple entities, one of the biggest bottlenecks occurs in multi-entity consolidation. This challenge is especially pronounced in one sector in particular: ...

As ultra-high-net-worth individuals continue to multiply, with more than 200,000 people now exceeding $50M in assets globally, family offices face mounting operational complexity that their technology ...

Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Nov 09, 2025, 11:37am EST Nov 26, 2025, 03:56am EST Each year ...