Evaluating and Optimizing Technology in Family Offices

This conversation delves into the challenges and best practices surrounding technology in family offices. Today's guests discuss the importance of roadmapping, internal governance, RFP processes, and the implementation of technology solutions. They emphasize the need for stakeholder engagement and the balance between co-sourcing and outsourcing. The discussion also highlights the future of family office technology, including the impact of AI and APIs, and the importance of maintaining good vendor relationships.

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