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Advisors managing complex family wealth often fall into avoidable mistakes that disrupt collaboration and client outcomes. From siloed communication to disorganized documentation, this article outlines the top five mistakes—and how Strad Pro helps advisory teams overcome them to better manage family wealth.

As families increasingly rely on teams of advisors to manage family wealth, outdated systems and fragmented communication no longer cut it. Strad Pro is redefining the virtual family office with multi-tenant software that empowers professionals across disciplines to collaborate securely, efficiently, and in real time. Discover how this modern platform is helping advisory teams deliver more cohesive, client-centered service.