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Choosing Your Tech Stack: Insights from Outsourced Family Office Providers (30min Excerpt from Full 1-Hour Episode)
Full Episode is available on our members podcast : Listen Here
A live panel from our November 2024 Virtual Tech & Ops Conference covering how outsourced family office providers approach selecting and implementing technology to meet client needs, reduce risks, drive transformation, and gain leadership buy-in. It also touches on balancing cost and innovation to ensure success for both their firms and their clients.
The panel was moderated by Michael G. Perez, MD, from the Family Office Practice at F2 Strategy. Michael's panelists were:
- Patty Esslinger, VP & Head of Product at Trove Family Office
- Sophia Loh, Partner-in-Charge of Family Office Practice at Frank, Rimerman + Co.
- Neil Shapiro, Head of Family Office Practice at TAG AssociatesJoin out Network: FOTechHub.com
View all episodes
By FOTechHub.comFull Episode is available on our members podcast : Listen Here
A live panel from our November 2024 Virtual Tech & Ops Conference covering how outsourced family office providers approach selecting and implementing technology to meet client needs, reduce risks, drive transformation, and gain leadership buy-in. It also touches on balancing cost and innovation to ensure success for both their firms and their clients.
The panel was moderated by Michael G. Perez, MD, from the Family Office Practice at F2 Strategy. Michael's panelists were:
- Patty Esslinger, VP & Head of Product at Trove Family Office
- Sophia Loh, Partner-in-Charge of Family Office Practice at Frank, Rimerman + Co.
- Neil Shapiro, Head of Family Office Practice at TAG AssociatesJoin out Network: FOTechHub.com