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Podcast: Whitley Penn Talks
Episode: Exploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS Matters
Description: Message us!In this 22-minute episode, hear from John Yeager of Whitley Penn, Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. They discuss the history of family offices, their establishment, current state, and the 2018 boom that brought them into the spotlight. Discover why 80% of family offices are created and why families often choose to remain private through these entities.We’ll explore the challenges family offices face as they grow more complex, including the importance of finding the right tools to manage legal entity st...