Sintonizzati per discussioni approfondite sulla tecnologia e le pratiche degli uffici familiari, con leader del settore che condividono la loro esperienza e competenza nella gestione della ricchezza.
Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner
38 mins • Aug 20, 2025
Charts
- 200Decreased by 11
Episodi recenti

Aug 20, 2025
Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner
38 mins

Aug 6, 2025
You Can’t Out-Software Bad Processes: Building a Smarter Family Office | Ray DiNunzio, TOS Advisors
S2 E12 • 57 mins

Jul 24, 2025
From Friction to Function: Building Private Markets Infrastructure | Rafay Farooqui, SUBSCRIBE
S2 E11 • 35 mins

Jul 10, 2025
Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory
S2 E10 • 52 mins

Jun 27, 2025
Using the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting Partners
S2 E9 • 39 mins

Lingua
Inglese
Paese
Stati Uniti
Feed Host
Sito web
Feed
Richiedi un aggiornamento
Gli aggiornamenti potrebbero richiedere alcuni minuti.