Chaos to Clarity: From Legacy Systems to a Holistic Family Governance Platform
How many times this year have you had to waste hours looking for documents scattered all over? Or even worse, trying to figure out to whom they belong?
Legacy document repositories are a reality for most family businesses. However, many are now moving to more holistic governance platforms thus streamlining information storage and share.
Watch this fireside conversation with Trusted Family’s experts, where we talk through:
- Migrating from a legacy document management portal to a governance platform
- Considerations and concerns to address prior to the transition
- Best practices to ease your family into the transition