Lee Mayberry

In this discussion, Lee Mayberry, CEO of Future Family Office, shares insights from his 15 years of experience in managing a sophisticated multi-family office. He addresses the challenges of software selection and discusses their transition from Excel to Addepar for streamlined investment reporting. Lee also explores practical AI applications in office operations and the importance of external advisory collaboration. He reflects on expanding their services to outside families, emphasizing the benefits of shared knowledge through family office networks.