Family Office Technology Hub FOTechHub & The Larry Kraus Family Office Tech-NEW-logy Institute: Andy Fox Interviews Trusted Family & RSM
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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.
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MyFOTech Program Success
- MyFOTech's November program, supported by Phil Strassler, attracted significant interest with 600 RSVPs and 400 attendees.
- The program's success highlights the growing demand for family office technology solutions.
Access Family Office Resources
- Family offices seeking technology and operational insights should explore MyFOTech's resources and recordings.
- Register on MyFOTech's website to stay informed about upcoming conferences and networking opportunities in 2024.
Andy Fox's Background
- Andy Fox, with 35 years in wealth management and 16 in family offices, implemented Archway at a family office.
- His experience includes roles as COO/CFO and Managing Director at U.S. Trust, overseeing $30B in assets.