Family Office Technology Hub Choosing Your Tech Stack: Insights from Outsourced Family Office Providers (30min Excerpt from Full 1-Hour Episode)
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Dec 24, 2024 In this insightful discussion, Patty Esslinger, VP & Head of Product at Trove Family Office, shares her expertise on the importance of a strategic roadmap for vendor selection and long-term tech planning. Neil Shapiro, Head of Family Office Practice at TAG Associates, offers fascinating case studies on successful tech stack implementations, balancing innovation with budget constraints. The guests emphasize navigating legacy systems and the critical role of cybersecurity in sustaining technology investments.
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Roadmap Planning
- Define a roadmap and plan to identify your organization's needs and goals.
- This helps guide vendor selection and ensures alignment with long-term objectives.
Needs Assessment
- Assess current challenges, inefficiencies, and scaling needs before evaluating vendors.
- This ensures the selected technology addresses specific pain points and supports growth.
Vendor Evaluation
- Request demos, references, and sandbox environments from potential vendors.
- This allows for thorough evaluation and testing before making a final decision.