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Whitley Penn Talks

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Whitley Penn Talks

The Future of Family Office Technology

January 23, 2025 • Whitley Penn • Season 7 • Episode 3

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Join host John Yeager in this engaging 43-minute episode as we dive into the evolution of family office technology with returning guests Susan McDermott from Addepar, Ryan Kerry from Knowledger LLC, Kristen Keith from Sage Intacct, and Alejandro Nazario from TOS. The discussion focuses on the importance of consistent reporting standards and data health, exploring the pros and cons of all-in-one suites versus best-in-class approaches through real-world case studies.

They discuss the vital role of data management policies and procedures and share insights into the latest tech advancements at Addepar, Knowledger, Sage Intacct, and TOS. Discover how AI can enhance usability and make the industry more user-friendly.

Finally, learn how to turn data into actionable insights and make smarter decisions. Tune in for valuable tips on using technology to drive success in the family office sector.

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