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Protecting the Family and the Office: BlackCloak, Abacus and Copia Wealth Studios

Family Office Technology Hub

CHAPTER

Building a Wealth Management Ecosystem: Innovations and Insights

This chapter explores the creation of a wealth management platform aimed at enhancing asset records, drawing parallels to Salesforce's impact on customer management. The speaker shares insights from their transition from tech to family offices, focusing on tailored solutions and the importance of cybersecurity in safeguarding transactions.

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