In this episode of The WealthTech Podcast, host Mark Wickersham talks with Chris Dickson, National Senior Manager at RSM Family Office Enterprise Advisory. We dive deep into how family offices can evolve their data, technology, and operating models for the modern age.
🎯 Chris shares a front-line perspective on:
- Why family offices must treat data as infrastructure, not just reporting
- How to modernize legacy systems without losing institutional knowledge
- Where AI fits into the data conversation—and where it doesn’t
- Why selecting the right source systems is more important than ever
- The critical role of data governance and ownership in tech-driven offices
💡 Whether you're navigating a digital transformation, selecting a new reporting platform, or just trying to make sense of your firm's data ecosystem, this episode delivers real-world advice from someone who’s helped family offices get it right.
📈 Tune in for a clear, actionable discussion on modernization, AI, and building technology that works for the complexity of family wealth.
🎥 Watch on YouTube: https://youtu.be/XOHlEtUDQH0
About Chris Dickson
Chris is a nationally-aligned senior manager within RSM’s Family Office Enterprise practice, where he plays a pivotal role in supporting the expansion, execution, and go-to-market strategy for family office advisory services. Known for critical thinking, Chris is passionate about innovation and collaboration. He believes that integrating multiple perspectives into any conversation is essential for crafting the best solutions.
About RSM US LLP
RSM US LLP empowers family offices with trusted advisors and scalable solutions—built for complexity, guided by legacy, and designed to thrive across generations. RSM US LLP is the U.S. member of RSM International, a global network of independent assurance, tax and consulting firms with 65,000 people in 120 countries.
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.
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