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FOTechHub & The Larry Kraus Family Office Tech-NEW-logy Institute: Andy Fox Interviews Trusted Family & RSM

Family Office Technology Hub

CHAPTER

Optimizing Family Office Operations

This chapter explores the challenges family offices face when considering outsourcing key functions like finance and accounting. It highlights the importance of implementing baseline metrics and technology solutions to enhance efficiency and adaptability, particularly through tailored platforms for managing investments and communication. Additionally, the chapter discusses the roles of bespoke consulting services and tools designed to improve collaboration and governance within family offices.

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