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Neil Shapiro

Head of Family Office Practice at TAG Associates. Shared case studies of successful tech stack implementations and strategies for balancing cost and innovation.

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Dec 24, 2024 • 27min

Choosing Your Tech Stack: Insights from Outsourced Family Office Providers (30min Excerpt from Full 1-Hour Episode)

In this insightful discussion, Patty Esslinger, VP & Head of Product at Trove Family Office, shares her expertise on the importance of a strategic roadmap for vendor selection and long-term tech planning. Neil Shapiro, Head of Family Office Practice at TAG Associates, offers fascinating case studies on successful tech stack implementations, balancing innovation with budget constraints. The guests emphasize navigating legacy systems and the critical role of cybersecurity in sustaining technology investments.