The Family Office Project Podcast

Podkast av Jon Carroll + Family

engelsk

Business

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Les mer The Family Office Project Podcast

The Family Office Project is a podcast for family office executives, wealth creators, and firms serving the private wealth ecosystem. Produced by Jon Carroll + Family, we share real-world insight on single family office governance, leadership, operating models, technology implementations, and data—what works, what fails, and why. Episodes feature candid conversations and practical analysis. Some episodes are supported by industry partners; editorial direction remains independent.

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1 Episoder

3 Ways To Upgrade Your Family Office w/ Chris Dickson (RSM)

When it comes to Single Family Office (SFO) technology, implementations often fail due to unforced errors or mismanagement rather than technical problems. In this podcast, we dive deep into the critical decision-making process behind software implementation. We share 3 examples of how to optimize your business processes while not losing sight on what is most critical. In conversation with Chris Dickson, Senior Manager at @rsmusllp [https://studio.youtube.com/channel/UChQf_BjSRu4mg3nFUT0CQIg]

8. jan. 2026 - 19 min

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