Common Technology Mistakes Family Offices Make
Addepar's Sue McDermott talks about the most common mistakes Family Offices make when selecting and implementing new technology solutions.
Addepar's Sue McDermott talks about the most common mistakes Family Offices make when selecting and implementing new technology solutions.
Whitney Kenter, CEO & Founder of Glowe Connective, discusses the importance of aligning your organization's values internally before focusing...
Whitney Kenter, CEO/Founder of Glowe Connective, and Mark Wickersham talk about how advisors and family offices can retain the next generation of...