Episode 8

Published on:

26th Apr 2021

Challenges that family offices face in developing and maintaining an effective bookkeeping and bill payment system

Edward Marshall is joined by Joe Farren, President of My Account, a bill payment and personal bookkeeping firm for families and executives. They discuss the challenges that SFOs and MFOs face in developing and maintaining an effective bill payment system and trends in the bill payment and wealth management technology space. They also discuss bookkeeping and bill payment operational best practices, in-sourcing/outsourcing considerations, and potential pitfalls to consider.

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About the Podcast

Family Office Intel
Family Office Intel
In a series of podcasts, we discuss developments currently shaping the industry and actionable ideas for advisors, executives, and families. We share uncommon knowledge, from insiders, for the modern family office. If you’d like to get in touch with our guests or have any questions, please send an email to familyoffice@dentons.com. To sign up for our newsletters and learn more about our solutions and research in the family office space, check out our website: www.dentons.com/familyoffice.

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Dentons Law Firm