Mastering Data Management in Family Offices

In this conversation, Ethan Bonar discusses the critical role of data management in family offices, emphasizing the importance of data ownership and the need for effective communication and collaboration among family members and advisors. He highlights the challenges of navigating various data systems and the necessity of having a centralized data management approach. The discussion also covers best practices for technology implementation, the significance of cybersecurity, and the evolving role of AI in enhancing data management processes.

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