Why Family Offices Are Drowning in Compliance (And How to Fix It) | Frank Tumminello, FileForms
The WealthTech PodcastShow Notes
In this episode of Host Mark Wickersham sits down with Frank Tumminello, CEO and Co-Founder of FileForms, a software platform built to help family offices stay compliant with entity state and federal filing requirements. Frank and Mark dig into the operational chaos that many family offices face when managing dozens of entities: fragmented vendor relationships, unclear roles and responsibilities, and a heavy reliance on spreadsheets and email to track deadlines. Also in this episode: ...
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