Shows
The WealthTech PodcastYou Can’t Out-Software Bad Processes: Building a Smarter Family Office | Ray DiNunzio, TOS AdvisorsIn this episode of The WealthTech Podcast, host Mark Wickersham welcomes Ray DiNunzio, Partner at TOS Advisors, for an in-depth conversation on how family offices can radically improve operational efficiency through technology and intentional design.Ray shares the origin story of TOS Advisors and how his experience building TOS Advisors led to a bold realization: most family offices are overburdened by administrative complexity, poor process design, and underwhelming tech stacks. Drawing inspiration from exponential organizations and Silicon Valley principles, Ray and his team reimagined what a high-performing family office could look like—with fewer people, less friction, an...
2025-08-0657 min
Whitley Penn TalksSolving Technology Challenges in Family Offices with Raymond DinunzioMessage us!Join host, John Yeager, of Whitley Penn as he welcomes back Raymond Dinunzio from TOS to the family office series. In this episode, they explore real-life projects with various family offices to address and overcome their technology challenges.Key Points of Conversation:Common Technology Issues: Ray discusses why family offices often don't achieve the desired results with technology and the common pitfalls they encounter.Outsourcing vs. Headcount: Explore the debate between adopting outsourcing solutions versus increasing headcount, and why it's crucial to view family offices differently rather than equating new technology with...
2025-03-2743 minWhitley Penn TalksFamily Office Insights and Solutions with Raymond DinunzioMessage us!Join John Yeager of Whitley Penn as he continues the family office series with special guest, Raymond Dinunzio from TOS. In this episode, Ray discusses his path to joining TOS and the story behind the company's mission.Key Points of Conversation:Insights on the Family Office Industry: They discuss the unique challenges and opportunities in the family office sector, highlighting that there is no one-size-fits-all blueprint for success.Common Issues in Large Family Offices: They explain the typical path for family offices and the common problems these offices face, which often require...
2025-03-1333 min