Modernizing the Family Office | 2022 FOX Technology Showcase
Overview
The objective of this session is to uncover if your family office’s accounting, investment performance and tax compliance systems are meeting your needs. We will explore opportunities to automate repetitive manual tasks, manage data, store documents efficiently and securely, confidently budget for investments in new technologies, and more.
Mike Johnson, Partner, RSM
Tony Wood, Family Office Leader, Principal, RSM
This session also includes the Technology Showcase Snapshot: Masttro.