Jon Carroll, a renowned family office consultant, joins Bill Wyman, President of Family Office Services at Sumitas, and Tim Rabi, CTO at Eaton Solutions, to discuss the future of family offices. They explore the importance of technology in ensuring operational security and efficiency. The conversation highlights innovative tools like Eaton's AI-driven solutions and the collaboration platform from Summitas. Cybersecurity challenges, including rising fraud threats and the implications of deepfakes, are also unpacked, stressing the need for robust security measures in financial operations.
