Technology Solutions for Family Offices

My special guest Michael Perez is a true gentleman and exceptionally talented and experienced family office consultant focused on technology.

We discuss the tech revolution especially since COVID. If you haven’t reviewed your goals, tech stack and explored the newer opportunities, now is the time including Private Family Portals, CRM. Project Management, Accounting, GL, Investing, Aggregation and Investment Reporting.

I also highly encoring you to reach out to Michael if you mention my name simply he’ll move you to the front of the line (I have known Michael many years). Offer a complementary Zoom/MS Teams review and share some of his recent proprietary white papers normally reserved for his paying clients.

Again if you are living on tech solutions of the past (even three years ago), everything has changed.

My big three in a successful family office are People. Tech. Systems. I discuss all three in detail on my upcoming member masterclasses. This interview with Michael and the opportunity to direct connect with him gives you a head start!

Michael G. Perez
Managing Director – Family Office Practice
F2 Strategy
Phone: 973.865.4822
Email: michael.perez@f2strategy.com

MENTION ANGELO ROBLES FOR SPECIAL BENEFITS FROM MICHAEL

Видео Technology Solutions for Family Offices канала FamilyOffice