The Operating System of the Modern Family Office with Full Scope Solutions

By Frank Tumminello | September 23, 2026

Chapters

0:00Introduction and guest introductions

1:07Annette Hopper: 25 years across family office compliance, CFO, and operations

2:05Levi Hammett, and why they left the RIA to build Full Scope Solutions

2:59Full Scope's four verticals: investment ops, CFO, compliance, and data

5:39The core pain point: succession planning and key person risk

7:38Why modernizing starts with owning your data

8:59Three cash numbers: what siloed systems cost an investment committee

11:00Switching systems without an eight-month reconciliation

11:56Corporate governance: entities, SPVs, and beneficiaries in one place

12:55When a key person leaves: who feels it first, and where the SEC risk sits

15:47The SPV nobody touches, and why annual filings crack first

17:54Why handing corporate governance to your CPA falls short

20:08Annual reports, registered agents, and foreign qualifications at scale

21:36Rent vs. own: how Full Scope outsources its own back office

24:29What families should keep in house, and how it protects key people

26:48Succession, the next generation, and entity housekeeping before a transaction

28:05How to connect with Annette and Levi

Resources

Guest links

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