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Navigating Family Office Strategies: Insourcing vs. Outsourcing
Manage episode 460230510 series 2583972
Contenido proporcionado por Whitley Penn. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Whitley Penn o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this 28-minute episode, John Yeager of Whitley Penn is joined by Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. The group explores the evolving trends in insourcing and outsourcing within family offices.
The team analyzes how their family office clients have adapted their hybrid insourcing and outsourcing strategies as they scale and examine the current job market's impact on access to quality talent. Discover the best practices for deciding when and where to outsource based on different family office structures and how to do so responsibly.
Tune in for great conversations and recommendations!
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