Participants within the Family Office industry understand that there is a bewildering array of best practices that apply to their endeavors. The stumbling block for many is the difficult time they have in establishing, gaining adoption, and managing those best practices. These difficulties are then compounded because many of these best practices require ongoing inputs from the Family Office Team members, as well as third-party service providers and the Family members themselves. Join Matthew to understand a way to help your family businesses gain “command” of the fiduciary role and reduce technical complexity with built-in best practices that deliver and measure Family Office operational success.
- What is Competitive Advantage and how is it achieved through professional collaboration?
- What is a PFTC and how is it distinguished from other fiduciary solutions?
- How Entole™ digitally transforms a PFTC to serve as a vehicle to protect and preserve the legacy and values of Ultra Affluent and Super Rich families
- How Entole™ digitally transforms the so called “virtual family office” into an actual family office by enabling enduring professional collaboration
About the Presenter:
Learn from industry expert Matthew Grupp, Esq., Managing Attorney of the Grupp Law Firm LLC.Meet the Presenter
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