Exploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS Matters

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 structures and asset class management. Learn about the innovative tools being developed to streamline operations and reduce noise in the single-family office space, and the critical role of technology investment in managing a small but efficient team.Whether you’re already part of a family office, considering creating one, or working within the industry, this episode is packed with valuable insights tailored just for you. Tune in to gain a deeper understanding of family offices and how they operate. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!