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.
