AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Family Office Technology Hub
FOTechHub & The Larry Kraus Family Office Tech-NEW-logy Institute: Andy Fox Interviews Trusted Family & RSM
Dec 22, 2023
John Castrucci, Managing Director at RSM, Michael Johnson, a leading Tax Partner at RSM, and Elvira Orzo from Trusted Family share insights on modern family office technology. They discuss RSM’s innovative FamilySite platform, focusing on secure document storage and financial data integration to improve operational efficiency. The conversation also covers the 90-day implementation process for investment aggregation services, the challenges of outsourcing finance functions, and future innovations for enhanced family communication and collaboration solutions.
01:06:45
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The podcast emphasizes the collaboration between MyFOTech and the Larry Kraus Institute to enhance technology solutions for family offices.
- RSM's Family Site centralizes data and improves communication, offering customized reporting tailored to the unique needs of family offices.
Deep dives
Introduction and Goals of MyFOTech
The podcast introduces the MyFOTech initiative and its collaboration with the Larry Kraus Family Office Technology Institute, aimed at providing technology solutions for modern family offices. It highlights achievements from previous events, such as a successful virtual tech and operations conference that attracted a significant audience. Plans for future events are discussed, indicating a commitment to ongoing engagement and networking within the family office community. This serves to create awareness of technological challenges and solutions among family office personnel.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode