Building Smarter Family Offices: Strategy, Platforms, and Cybersecurity
The Mack Podcast
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Navigating Vendor Selection Through RFPs
This chapter explores the intricacies of the Request for Proposals (RFP) process within family offices, highlighting the importance of tailored vendor evaluations beyond just technical metrics. Speakers discuss pitfalls, best practices, and the potential benefits of hiring consultants for a thorough needs assessment. Emphasizing the need for clear documentation and cultural alignment, the chapter offers valuable insights on improving operational effectiveness through informed vendor selection.
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