FOTechHub & The Larry Kraus Family Office Tech-NEW-logy Institute: Andy Fox Interviews Trusted Family & RSM
Family Office Technology Hub
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Empowering Family Offices with FamilySite
This chapter explores RSM, the fifth largest accounting firm in the U.S., and its innovative FamilySite platform tailored for family offices. It highlights the platform's features, including secure document storage, task management, and financial data integration, aimed at enhancing operational efficiency. The discussion underscores the significance of transitioning to advanced financial management tools and the importance of automation in streamlining processes for family offices.
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