The Mack Podcast Building Smarter Family Offices: Strategy, Platforms, and Cybersecurity
Aug 14, 2025
Ray Denuncio, a partner at TOS, shares insights on family office technology from his two-decade experience. Sue McDermott, from Adapar, highlights the importance of tailored vendor evaluations and adapting to new tech. Mark Wersham discusses the balance between in-house staffing and outsourcing, especially regarding cybersecurity. They cover strategic roadmapping, the RFP process, and the significance of fostering stakeholder engagement. The conversation also emphasizes AI's impact and the need for good vendor relationships in enhancing operational efficiency.
AI Snips
Chapters
Transcript
Episode notes
Build A Practical Technology Roadmap
- Create a strategic technology roadmap that balances short-term pain points with multi-year goals.
- Use the roadmap as a North Star and revisit it as assumptions change.
Map Processes Before Picking Tech
- Map every process in your family office before buying technology to avoid automating broken workflows.
- Document detailed process steps so transitions and automation target real pain points.
Set Internal Governance And A Single POC
- Establish internal governance and a single vendor-facing point of contact to manage outcomes.
- Keep oversight in-house even if you outsource operations.