Family Office Tech Stack: Technology for Trust & Estates and Dealing with K-1s

from Family Office Technology Hub · host FOTechHub.com

FOTechHub & the Larry Kraus Family Office Tech-NEW-Logy Institute present: Efrat Avigdor, a Family Office Advisor, interviews Luminary and K1x. This program focuses on managing and visualizing trust & estate strategies, and AI automation software for K-1s, K-3s and 990s.

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This episode is 58 minutes long.

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This episode was published on January 22, 2024.

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