[Panel] The New Business Models & Technologies that Drive Family Offices

Presented by

Marc DePaul, Stephen Wall, Michael L. Kalscheur

About this talk

While Family Offices do rely extensively on the human touch to create and nurture relationships, technology can enable humans to do jobs that need to be done but still low-value. Indeed, this is becoming a selling point, but how can you know what tech is worth it vs. what tech is just fun to say you have? Further, what new business models exist that are driving value for clients? This webinar will explore; * Future tech that will enable increased output: BlockChain, AI & Automation * Non-office technology that enables human connection: health & travel hacks * What the best Family Offices are using to service their clients * How to identify where you can be more efficient in your operations You'll leave this webinar with an understanding of what technology exists to streamline operations, cut your work in half, and make you physically able to work more effectively, and what new business models exist. Panellists Marc A. DePaul, J Jack Family Office Michael L. Kalscheur, CFP®, Senior Financial Consultant, Castle Wealth Advisors, LLC Moderator Stephen Wall, The Wealth Mosaic

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