The Family Office Project Podcast

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

19 min · 8. jan. 2026
episode 3 Ways To Upgrade Your Family Office w/ Chris Dickson (RSM) cover

Description

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]

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