August 2, 2023

MyFOTech Podcast: Technology Solutions for the Modern Family Office


In this episode of the MyFOTech + Tech-NEW-Logy Podcast Series, Josh sits down for an interview with Phil Strassler, Founder of the Larry Kraus Family Office and Tech-NEW-logy Institute, and Shawn Barberis from More Than Money 360, to discuss modern tools and technologies that focus on achieving a sustainable single-family office through facilitating family organization and communication.

The discussion covers:

  • The problems leafplanner and MTM360 are solving
  • Origin story and evolution of both leafplanner and MTM360
  • Client profiles and use-cases
  • Implementation - process and length
  • Plans for the future

This episode is behind a registration for MyFoTech. For more information and to register and listen, click here.

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