How Bill.com Proves to be First Piece of Puzzle for Building Cornerstone Family Office’s Tech Stack

March 23, 2021

Josh Levine, Founder and CEO of Cornerstone Family Office, a privately held, fee-only multifamily office serving a select group of highly successful individuals and families of exceptional wealth, shares insights into how Bill.com was implemented as the first piece of the tech stack puzzle his firm needed.

Previous Item
Understanding U.S. Sanctions
Understanding U.S. Sanctions

This article provides background information about the importance of complying with OFAC as you utilize the...

Next Item
Case Study: Jitasa
Case Study: Jitasa