What Impact AI Will Have on Family Offices | Ray DiNunzio, TOS Advisors

Ray DiNunzio share with Host Mark Wickersham on The WealthTech Podcast how AI will impact family offices and together they discuss if AI will result in many family offices abandoning legacy software and modernize.

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🎧 Listen to the full podcast: https://www.buzzsprout.com/2392677/ep...

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🔗 Ray DiNunzio:   / raymond-dinunzio-a008785  
🔗 Mark Wickersham:   / markwickersham  

About Ray DiNunzio
Ray is a family office and fintech technology executive with over two decades of experience spanning traditional wealth management and digital transformation. During his tenure on the executive team at UBS, he helped establish and oversee the Private Wealth Management division and played a pivotal role in developing UBS's Global Family Office practice for North America.

Now focused on the intersection of technology and family office operations, Raymond leads TOS Advisors, a firm that delivers cutting-edge digital infrastructure services to family offices ranging from $100 million to $16 billion in assets. He serves as a board advisor to emerging technology companies and collaborates with venture capital firms to test and launch innovative fintech solutions.

About TOS Advisors
TOS Advisors is a specialized co-sourced service provider designed exclusively for leading single-family offices. Since 2019, the firm has been addressing a critical challenge in the family office community: the frustration many offices face in adopting, managing, and operating sophisticated technologies at the highest levels.

At the core of TOS Advisors' methodology is a commitment to workflow automation, transforming family office operations through strategically designed, technology-enabled environments. This approach allows family offices to access cutting-edge capabilities without the overhead of building and maintaining complex technology infrastructure in-house. This allows a high-performing office to operate a lean, disciplined family office with intention and modern organizational structure.

About The WealthTech Podcast
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.

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