Message us!

Join host, John Yeager, of Whitley Penn as he welcomes back Raymond Dinunzio from TOS to the family office series. In this episode, they explore real-life projects with various family offices to address and overcome their technology challenges.

Key Points of Conversation:

1. Common Technology Issues: Ray discusses why family offices often don't achieve the desired results with technology and the common pitfalls they encounter.
2. Outsourcing vs. Headcount: Explore the debate between adopting outsourcing solutions versus increasing headcount, and why it's crucial to view family offices differently rather than equating new technology with more staff.
3. Outcome-Driven Approaches: Learn about the importance of Whitley Penn and TOS's outcome-driven strategies, focusing on creating faster, more efficient offices. Various case studies are shared to illustrate how these approaches lead to better investment decisions and cleaner data.

If you have not already, catchup on the previous episodes of the series and Ray's last conversation around Family Offices with John here: Podcast - Whitleypenn

Fill out this form to have new episodes sent right to your inbox!

Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

Message us!

Join John Yeager of Whitley Penn as he continues the family office series with special guest, Raymond Dinunzio from TOS. In this episode, Ray discusses his path to joining TOS and the story behind the company's mission.

Key Points of Conversation:

1. Insights on the Family Office Industry: They discuss the unique challenges and opportunities in the family office sector, highlighting that there is no one-size-fits-all blueprint for success.
2. Common Issues in Large Family Offices: They explain the typical path for family offices and the common problems these offices face, which often require outsourced technologies and professional services.
3. Technology Solutions for Family Offices: Learn about Ray's projects with clients, focusing on creating economical data-structured environments and implementing standard processes to solve common issues.

If you have not already, catchup on the previous episodes of the series here: Podcast - Whitleypenn

Fill out this form to have new episodes sent right to your inbox!

Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

Message us!

Join host Emily Landry, as she talks with Anna Heil, Managing Director of the American Warrior Association (AWA) in Fort Worth. The AWA is a faith-driven nonprofit dedicated to healing moral injury among military personnel, first responders, and their families.

Discover AWA's mission, their 5-day retreats for stress relief, and the new R3 initiative (Respond, Restore, Resolve) setting a new standard of care for first responders. Learn how AWA fosters resilience and strength through faith-based healing and practical support in our local communities.

Fill out this form to have new episodes sent right to your inbox!

Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

Message us!

Join host Emily Landry as she sits down with Courtney Kaiser, the Executive Director of Camp Thurman in Arlington, Texas. In this episode, Courtney shares her journey from grad school to leading this beloved Christian summer camp, which serves 6,000 kids annually.

Celebrate Camp Thurman's 56th anniversary with us as Courtney recounts fun stories and memorable moments. We'll also explore the future of Camp Thurman and its continued impact on the community.

Don't miss this heartwarming episode with an organization Whitley Penn has been a partner of many years.

Fill out this form to have new episodes sent right to your inbox!

Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

Message us!

Explore how AI is transforming family office space today. In this next episode of our Family Office series, join host John Yeager as he discusses with Greg Silverman from Clarity Edge about strategic foundations, the importance of data control and ownership, and practical steps for managing data effectively. Learn about clean data, vendor accountability, and proactive management.

Greg shares a case study on metrics and how platforms like Addepar, Sage, and Knowledger can work together. Discover that tightening your data doesn't have to be costly and that Excel remains a valuable tool.

Fill out this form to have new episodes sent right to your inbox!

Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

Message us!

In this 23-minute episode, John Yeager and Buffie Campbell of Whitley Penn dive into the world of oil, gas, and mineral management with a focus on how family offices can provide crucial services in this space.

Join us as we explore how effective reporting and price comparisons can enhance decision-making and maximize value. From there, we’ll learn about the various rights involved in mineral management and how family offices can assist in managing and executing leases, ensuring you capitalize on every opportunity to optimize revenue from your land and minerals.

Tune in for insights from Whitley Penn’s team on navigating this complex and lucrative industry.

Fill out this form to have new episodes sent right to your inbox!

Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

Message us!

In this heartfelt episode, we share the inspiring story of Kristen, a mother whose daughter was diagnosed with brain cancer during her kindergarten year. Kristen’s journey led her to the compassionate care of St. Jude Children’s Research Hospital, where groundbreaking work in childhood cancer research and treatment is changing lives.

Host Emily Landry, Kristen, and Tabatha Gonzalez-Olaechea of St. Jude discusses the upcoming Celebration at Sundown event in Fort Worth on February 22nd. Tickets are available now, but they’re selling fast, so don’t miss out on this chance to be part of something truly special.

Thanks to St. Jude’s generous donors, families receive critical treatment, housing, food, and transportation completely free of charge, allowing them to focus on their child’s recovery. Join us to hear Kristen’s moving story, learn more about the impact St. Jude is making in our community, and find out how you can get involved to help end childhood cancer.

Listen now and become a part of the St. Jude mission: Finding cures. Saving children.®

Fill out this form to have new episodes sent right to your inbox!

Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

Message us!

Join host John Yeager in this engaging 43-minute episode as we dive into the evolution of family office technology with returning guests Susan McDermott from Addepar, Ryan Kerry from Knowledger LLC, Kristen Keith from Sage Intacct, and Alejandro Nazario from TOS. The discussion focuses on the importance of consistent reporting standards and data health, exploring the pros and cons of all-in-one suites versus best-in-class approaches through real-world case studies.

They discuss the vital role of data management policies and procedures and share insights into the latest tech advancements at Addepar, Knowledger, Sage Intacct, and TOS. Discover how AI can enhance usability and make the industry more user-friendly.

Finally, learn how to turn data into actionable insights and make smarter decisions. Tune in for valuable tips on using technology to drive success in the family office sector. 

Fill out this form to have new episodes sent right to your inbox!

Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

Message us!

In this 28-minute episode, John Yeager of Whitley Penn is joined by Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. The group explores the evolving trends in insourcing and outsourcing within family offices.

The team analyzes how their family office clients have adapted their hybrid insourcing and outsourcing strategies as they scale and examine the current job market's impact on access to quality talent. Discover the best practices for deciding when and where to outsource based on different family office structures and how to do so responsibly.

Tune in for great conversations and recommendations!

Fill out this form to have new episodes sent right to your inbox!

Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

Message us!

In this 24-minute episode, join host Danielle Reynolds and Fund Administration leader Katie Peck as they dive into the intricate world of the industry. They discuss investment fund accounting, investor relations, financial modeling, value creation for funds, and the comprehensive suite of services offered by Whitley Penn in this domain.

Discover why there is no one-size-fits-all approach to fund administration and learn about the experience of being a fund administration client at Whitley Penn. Katie concludes by sharing her insights on the impact of technology to this line of work and the future of the industry.

Tune in wherever you get your podcasts on January 2nd for an abundance of bite-sized insights and much more!

Fill out this form to have new episodes sent right to your inbox!

Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!