John Castrucci, Managing Director at RSM, Michael Johnson, a leading Tax Partner at RSM, and Elvira Orzo from Trusted Family share insights on modern family office technology. They discuss RSM’s innovative FamilySite platform, focusing on secure document storage and financial data integration to improve operational efficiency. The conversation also covers the 90-day implementation process for investment aggregation services, the challenges of outsourcing finance functions, and future innovations for enhanced family communication and collaboration solutions.
