In this conversation, Brian Adams and Amy Beahm delve into the critical yet often overlooked role of the controller in family offices. They discuss the distinctions between single family offices (SFOs) and multi-family offices (MFOs), the challenges of tech implementation, and the evolving responsibilities of controllers. Amy shares insights on navigating stakeholder expectations, the importance of professional development, and the future skills needed in family office management. The discussion highlights the complexities of financial reporting, investment management, and the necessity for effective communication within family offices.

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