In this conversation, Brian Adams and John Stewart discuss the pressing challenges faced by family offices, particularly in the realms of talent and technology. They explore the importance of aligning technology adoption with the family's vision and culture, the distinctions between automation and AI, and strategies to overcome resistance to change. The discussion also highlights the generational differences in technology adoption, the need for strategic technology roadmapping, and best practices for conducting technology audits and vendor selection.
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The Mack Podcast