Family Office Technology Hub Family Office Tech Stack: Technology for Trust & Estates and Dealing with K-1s
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Jan 22, 2024 A Family Office Advisor dives into tech solutions transforming trust and estate management. Innovative software is revolutionizing K-1 form handling, utilizing AI to streamline tax reporting. Industry pros discuss the evolution of wealth management technology and the role of automation in tackling K-1 challenges. Luminary’s platform stands out for its user-friendly design aimed at enhancing collaboration among financial advisors. The importance of strategic partnerships and training in leveraging these tech advancements for efficient tax planning is also explored.
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K1X Origin
- K1X, initially part of a public accounting firm, is now an independent AI automation software company.
- MyFOTech first encountered K1X during a program addressing K-1 processing challenges.
Effie's Expertise
- Effie Avigdor, a respected advisor with over 25 years of experience, guides family offices and ultra-high-net-worth individuals.
- Her expertise lies in navigating wealth-related complexities, assisting clients in optimizing family office operations and wealth management.
David's Background
- David Barnard, CEO of Luminary Platforms, brings 25 years of experience from Alliance Bernstein to the fintech world.
- His background includes investment and wealth management, giving him unique insights into the industry's evolving dynamics.