Family Office Technology Hub
FOTechHub.com
Welcome to the FOTechHub Podcast, a resource for all things tech and operations within the realm of family offices. Join us as we delve into the intricate world of technological advancements tailored specifically for Single Family Office and Multi-Family Office Personnel.
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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.
