John Castrucci
National Director of Family Office Advisory Services at the Global Family Office Enterprise Division of RSM. Has experience in family office tax and advisory services, as well as C-suite roles in single-family offices.
Best podcasts with John Castrucci
Ranked by the Snipd community
12 snips
Dec 22, 2023 • 1h 7min
FOTechHub & The Larry Kraus Family Office Tech-NEW-logy Institute: Andy Fox Interviews Trusted Family & RSM
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.
8 snips
Dec 5, 2024 • 48min
Utilizing Operational Liftouts to Build an Agile Family Office with John Castrucci & Ben Berger
Join John Castrucci, National Director of Family Office Advisory Services at RSM, and Ben Berger, Partner and Family Office Enterprise Markets Leader at RSM, as they dive into the evolving landscape of family offices. They discuss the rise of operational lift-outs, analyzing when they are beneficial. The duo explores the complexities of family office structures, innovative models such as the catamaran approach, and the balance of insourcing versus outsourcing. Their insights also touch on the growing impact of next-gen leadership and the societal role of family capital.
