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Solutions for the Modern Family Office

Listen in on the latest installment of the “Solutions for the Modern Family Office” series, where Jamie McLaughlin and his esteemed panel of guests evaluate the technological advances being made in wealth management.

Thought Leadership / Uncategorized / Solutions for the Modern Family Office
Posted by Mirador

Founder of J.H. McLaughlin & Co., Jamie McLaughlin, hosts an open discussion with Joseph Larizza, Mirador’s President and CEO, Danielle Roseman, Managing Director at Truvvo Partners, and veteran family office executive, Andrew Fox, about the future of family office technology. In the latest addition to the “Solutions for the Modern Family Office” series by the Larry Kraus Family Office and Tech-NEW-logy Institute founded by Phil Strassler, this group of experts dives into the benefits of tech in family offices like outsourcing your CTO, staff services, or subscription document management. Joe Larizza states, “ When you outsource to a firm, you’re going to be able to get a lot more depth of knowledge because frankly, that’s what they do all day!”

Click here to watch the full discussion here: https://vimeo.com/733972016

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