Total Transparency: Modernizing the Family Office

Featuring Guests from Bitterroot Capital and RSM

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What you’ll learn in this webinar:

With ever-more complex wealth management needs, wealth owners, their beneficiaries, and advisors increasingly ask:

"How can I gain full visibility into every corner of this wealth?"

Masttro's case-study-based discussion with executives from Bitterroot Capital Advisors and RSM US examining:

  • Considerations for every constituency in answering that question.
  • Strategies for efficiently putting that panoramic view of wealth to action.
  • Pathways to high-priority initiatives, such as legacy-building, new investment strategy management, and more.

Watch the webinar now, on demand.