Building the Future-Ready Family Office: Balancing Technology, Governance, and Scalability
The Mack Podcast
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Navigating Tech Integration in Family Offices
This chapter examines the hurdles family offices encounter while integrating new technology systems, focusing on data preparation issues and the pitfalls of perfectionism in software solutions. It underscores the critical need for effective communication, executive sponsorship, and ongoing support to ensure successful technology implementations. Innovative approaches like 'office hours' for team members and proactive planning in data management are proposed to enhance change management and streamline reporting processes.
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