Building Smarter Family Offices: Strategy, Platforms, and Cybersecurity
The Mack Podcast
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Navigating Family Office Data Systems
This chapter explores the intricate systems used by family offices, emphasizing the challenges in integrating general ledger and portfolio accounting. It highlights the evolution of data management, focusing on the need for innovative solutions to streamline reporting and enhance collaboration. The discussion underscores the importance of tailoring technology to meet the unique data needs of family offices, driven by key advancements like AI and APIs.
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