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

Family Office Technology Hub
22/01/2024 58 min Temporada 1 Episodio 2

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Episode Synopsis

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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