Ray Denuncio, a partner at TOS, shares insights on family office technology from his two-decade experience. Sue McDermott, from Adapar, highlights the importance of tailored vendor evaluations and adapting to new tech. Mark Wersham discusses the balance between in-house staffing and outsourcing, especially regarding cybersecurity. They cover strategic roadmapping, the RFP process, and the significance of fostering stakeholder engagement. The conversation also emphasizes AI's impact and the need for good vendor relationships in enhancing operational efficiency.
