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Building Smarter Family Offices: Strategy, Platforms, and Cybersecurity

The Mack Podcast

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Strategic Roadmapping for Family Offices

This chapter explores the critical role of roadmapping in helping family offices navigate technological advancements. The discussion emphasizes practical strategies for identifying challenges, setting goals, and ensuring effective collaboration with service providers. Additionally, the importance of engaging all stakeholders, including next-gen family members, is highlighted to foster ownership and smooth transition during change management.

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