Family Office Tech Stack: Technology for Trust & Estates and Dealing with K-1s

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Family Office Technology Hub

FOTechHub.com

19 episodes

1 day ago

Welcome to the FOTechHub Podcast, a resource for all things tech and operations within the realm of family offices. Join us as we delve into the intricate world of technological advancements tailored specifically for Single Family Office and Multi-Family Office Personnel.

Technology

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Technology

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Family Office Tech Stack: Technology for Trust & Estates and Dealing with K-1s

Family Office Technology Hub

58 minutes 44 seconds

1 year ago

Family Office Tech Stack: Technology for Trust & Estates and Dealing with K-1s

FOTechHub & the Larry Kraus Family Office Tech-NEW-Logy Institute present: Efrat Avigdor, a Family Office Advisor, interviews Luminary and K1x. This program focuses on managing and visualizing trust & estate strategies, and AI automation software for K-1s, K-3s and 990s.