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Podcast: Whitley Penn Talks
Episode: Make Your Data Work for Your Family Office Without Breaking the Bank
Description: Message us!Explore how AI is transforming family office space today. In this next episode of our Family Office series, join host John Yeager as he discusses with Greg Silverman from Clarity Edge about strategic foundations, the importance of data control and ownership, and practical steps for managing data effectively. Learn about clean data, vendor accountability, and proactive management.Greg shares a case study on metrics and how platforms like Addepar, Sage, and Knowledger can work together. Discover that tightening your data doesn't have to be costly and that Excel remains a valuable tool.<...