TOS Advisors

New Podcast Episode! ??? Join John Yeager of Whitley Penn as he continues the family office series with special guest, Raymond DiNunzio from TOS Advisors. In this episode, they discuss: ?? Unique challenges and opportunities in the industry ?? Typical paths and common problems in large family offices ?? Technology solutions creating economical, data-structed environments Listen here: https://hubs.li/Q03bWZFM0

TOS Advisors, a leading wealth management industry participant servicing the North-American family office and family wealth industry, has been selected as a finalist in the following category at the Twelfth Annual Family Wealth Report Awards 2025 program. · Implementation of a Technology Solution / Best Tech Stack The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America. Commenting on being selected as a finalist, Raymond DiNunzio said: "We are delighted to have been selected by the judges as a finalist for these prestigious awards. It is a great honor to be recognised in the shortlist of finalists and this is testament to the hard work that the team puts in every day to ensure our clients are getting best-in-class products and services.” Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report was first to extend his congratulations to all winners and highly commended companies. "Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year. "This year we have seen a marked increase in entrants and interest in all our global awards programmes and the Family Wealth Report Awards are no exception. These awards give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. “I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of Family Wealth Report winners.” Winners will be announced on 8 May 2025 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.

This was a fun podcast that I participated in with John Yeager and the team at Whitley Penn. We covered a fair amount of ground on technology and the pitfalls that many have endured in the family office space. If you are in a family office or tangentially connected to the space as a service provider, I suspect that this will make sense. Thank you John Yeager for the opportunity and to all of the technology firms that we work with have played a crucial role in assisting us on our mission to democratize a high-performing family office experience to other family offices. And a special thanks to all of our strategy partners that help us stay connected to emerging technologies in development and for looking for new problems to solve. AddeparArchKnowLedgerEgnyteSageCorastone

TOS Advisors encapsulates key technology resources needed to efficiently manage the data of the Family Office. As many Family Offices look to design a set of curated solutions to support the Family Office business, TOS was developed and designed by a Family Office. The article below by Alejandro Nazario, CFA, CFP? provides a brief insight into what levels of automation you should have and ones that potentially do not make sense to implement. https://lnkd.in/g4tvy_nP

ORCA This will be a great event to attend for anyone with complex entity structures they report on.

This man will save accounting. If not the world. with Jonathan Kern, CPA, edited by Jack Stebbins #business #accounting #news

In our recent explorations of family office operations, we've examined everything from operational excellence to technology implementation. A common thread has emerged: the most successful family offices aren't necessarily the ones with the biggest budgets or the most sophisticated technology stacks – they're the ones with the deepest operational insights. This observation challenges conventional wisdom. While most discussions in the family office space center around which technology to buy or how much to spend, a fundamental shift in thinking is needed. What if the key to better operations isn't about technology at all? What if it's about developing deeper insights before making technology decisions? This piece explores why insight-driven success could be the most powerful lever for operational excellence in family offices. We challenge some commonly held beliefs about technology adoption and propose a different path forward—one where insights determine direction and technology merely amplifies execution. For those seeking different outcomes in their family office operations, this might require a different approach to change. The question isn't "What technology should we buy?" but rather "What insights do we need to develop?" We invite you to join us in this exploration and share your thoughts. How might your approach to family office operations change if you prioritized insight development over technology acquisition?

?? Challenge Alert: Seasoned Family Office Professionals! While we're all starting to feel that pre-tax season twitch in our Excel-clicking fingers, here's a thought: What if 2025 wasn't just another year of "Where are the K-1s?" Before we dive headfirst into the annual April data collection grind, let's talk about working smarter, not harder. Because let's face it – if your current system relies on annualized notes in Outlook, it might be time for an upgrade. Ready to revolutionize your family office operations? Check out our latest post on optimizing your family office for 2025. Your future self and your team will thank you. #FamilyOffice #OperationalExcellence #2025Planning #WorkSmarter

Many traditional single-family offices start as embedded family offices. Navigating the transition from a corporate structure to a personal enterprise can be costly without understanding the hidden costs. Check out Raymond DiNunzio's article to learn more.

In-house or outsource? ???This podcast dives into talent strategies in family offices. Whether you’re building a dream team in-house or leveraging strategic partnerships, this episode will give you ideas and considerations for your 2025 planning meetings. Thanks, John Yeager, Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario, CFA, CFP? for the insights! #talentstrategies #familyoffice #outsourcing