Family Office Technology Hub

Dr. Tania Neild, CTO & Owner, InfoGrateDr. Tania Neild is the CTO and Owner of InfoGrate, a data strategy firm serving family offices and wealth advisors. With over 20 years of experience in data integration and secure technology infrastructure, she specializes in helping family offices turn complex, fragmented information into centralized, actionable intelligence. Tania holds a PhD in engineering and is widely recognized for her ability to translate sophisticated data environments into long-term operational value for multi-generational families.Steven Petersen, Co-Founder, Stavtar SolutionsRichard Zazo, Co-Founder, Atomic InsightsLucas Babbitt, Co-Founder & CEO, Atomic InsightsStavtar is the premier provider of business spend management and expense allocation SaaS solutions built for the Office of the CFO in complex businesses like alternative asset management. Headquartered in New York, with a global footprint spanning Dallas, London, Mumbai, and Bengaluru, Stavtar was founded by seasoned professionals from the alternative asset management industry.Our flagship business spend management and expense allocation platform, StavPay, empowers over 130 leading alternative asset managers, collectively overseeing more than $3.1 trillion in AUM. Atomic Insights revolutionizes payment workflow management for RIAs and family offices by offering a groundbreaking, centralized platform that leverages real-time API connectivity with banks and other custodians. This unified system provides instant cash position visibility, automates compliance checks, and streamlines payment request submissions, significantly enhancing transaction speed, accuracy, and security. By seamlessly integrating with existing CRM and portfolio management tools, Atomic Insights eliminates redundant data entry, offering a cohesive view of client information that streamlines relationship management and financial oversight. The platform's automation of key payment processing functions and enhanced reporting capabilities not only reduces administrative burdens, but also empowers RIAs and family offices to deliver more responsive and transparent service to their clients. Ultimately, this innovative approach saves time, ensures a more secure and scalable financial management framework, and transforms how firms handle financial operations.If you'd like to connect with the participants, email [email protected] more info on the program and recordings at fotechhub.com

Erin Hulse speaks with the CEOs of PCR and Aleta. Last year, Aleta’s CEO moved from Denmark to New York to lead the company’s expansion. PCR, founded in 2002, also relaunched last year with a new leadership team and a new strategic direction. Together, the CEOs share how things are going and the response they are receiving from the family office community.Erin Hulse, Founder & CEO, Deviate ConsultingErin Hulse is the Founder of Deviate Consulting, LLC, advising single and multi-family offices on software selection, implementation, and accounting. She brings experience from Plante Moran, Bank of America, and SEI / Archway Family Office Services and has led Deviate Consulting since 2015.Ranjan Mishra, CEO, PCR Financial AggregationKen Gamskjaer, CEO & Co-Founder, AletaPCR is a financial data aggregation and managed services firm serving family offices, wealth managers, and financial institutions. The firm specializes in collecting, normalizing, and reconciling both custodial and alternative investment data — including structured feeds and document-driven private markets information. PCR delivers complete, accurate, and controlled data that powers reporting, performance, risk analytics, and downstream wealth-tech platforms and Family offices.Aleta is a modern data and reporting platform for family offices, designed to centralise financial information, streamline reporting, and improve data visibility across entities, asset classes, and stakeholders. It helps teams move away from manual processes and fragmented data toward more timely, structured, and decision-ready reporting.If you'd like to connect with the participants, email [email protected] more info on the program and recordings at fotechhub.com

Part 6 of our Annual Conference miniseries, recorded live at FOTechHub (18–19 November 2025).In this Tech-NEW-logy Institute session, Alejandro Nazario (TOS Advisors) speaks with Addepar’s Diana Turbayne (Alts & Data Management) and Kunal Gosar (Head of AI Platform, former Arcus CEO) about how Addepar is embedding AI across its platform — moving from aggregation toward applied intelligence for family offices.SPEAKERSKunal GosarHead of AI Platform, Addepar Kunal leads the AI Platform org at Addepar, managing the overall engineering and product teams working on AI in Addepar's client-facing products and services. Prior to Addepar, Kunal was the founder and CEO of Arcus, an AI startup building agentic systems for complex data workflows, which Addepar acquired earlier in 2025.Diana TurbayneSr. Manager, Alts Data Management, Addepar Diana is the product lead for Addepar’s Alternatives and Data Management solutions. Diana has held various positions at Addepar and formally led the data operations team overseeing custodial/online data in New York. Prior to Addepar, Diana worked in Economic Consulting on securities litigation and financial regulation cases. Diana holds a Bachelor’s degree from Princeton University and is a CFA charterholder.MODERATORAlejandro NazarioPartner, TOS AdvisorsAlejandro has ten years of experience in wealth management. He joined TOS in 2017, starting as a senior financial analyst for a large single-family office, where he focused on investment reporting, forecasting, personal expense analysis, and art collection management. Previously, Alejandro spent four years at UBS Financial Services, working with over 100 financial advisors to build scalable, planning-based practices and support next-generation client engagement. He holds a BA in Economics from Vanderbilt University and is both a CFP® professional and a CFA charterholder.For more info check out: ⁠⁠fotechhub.com

Dave Petersen speaks with the CEOs of Masttro and Aquilance about how family office reporting and financial administration are evolving—and what that means for operating models, data visibility, and decision-making.About the ModeratorDave Petersen, Director of Technology Consulting, Northern TrustDave works closely with family offices and private wealth organizations on technology strategy, system selection, and operating model design.IntervieweesJay McNamara — CEO, MasttroJohn Carey — CEO, AquilanceSystems FeaturedMasttro is a global wealth and asset reporting platform built for complex family offices, UHNW individuals, and investment organizations. It delivers real-time, consolidated visibility across assets, entities, and ownership structures through secure, flexible reporting. Over the past year, Masttro has expanded its ecosystem with new integrations, including Arch and Canoe, and launched its AI capability, Masttro Intelligence—signalling a shift toward a more open, connected, and intelligence-driven reporting model.Aquilance supports family offices and wealth management firms with financial administration capabilities spanning bill payment, cash flow oversight, and consolidated reporting, all underpinned by institutional-grade infrastructure. Founded in 1987, the firm is re-examining how its long-established operating model evolves—reflecting wider industry moves toward greater flexibility in how technology, services, and operational support are delivered.🌐 Find more information on the program and recordings at fotechhub.com📩 To connect with the participants, email ⁠[email protected]

(Full episode) . This Episode is also available as a video replay in our ⁠Conference Replays Library.⁠ Part 5 of our podcast miniseries featuring stage discussions and interviews from our annual conference, held on 18–19 November 2025. Recorded live. Your data is your most valuable asset—if you can harness it. See how family offices are connecting the tools they already use to unlock the full value of their data and operate from one trusted source of truth.The panel brings together perspectives from a multi-generational family office optimising its existing systems, an established family office that has centralised its data into a single model, and a technology consultant helping family offices get more value from the systems they already use.Topics:Why switching platforms often just moves the problem elsewhereThe importance of standardising and governing data before automatingPrivate investment data challenges and reconciliation at scaleCentralising spreadsheets into a true “single source of truth”Using APIs, dashboards, and visualisation tools to improve visibility and controlWhy owning your data is critical for long-term flexibility, security, and scalabilityCommon misconceptions about how long and how hard data transformation really isSPEAKERSVivecca Hartman, Principal & Controller, Fayez Sarofim & Co.Vivecca Hartman is a Principal and Controller with over 30 years of experience in investments and family office management. A licensed CPA and CFP, she combines financial expertise with a passion for helping others. Outside of work, Vivecca advocates for individuals with special needs and supports families in her community. She enjoys playing soccer, relaxing at the lake, and spending time with her grand kids.Hannah Robertson, Accountant, Fayez Sarofim & Co.Hannah Robertson, Accountant at Fayez Sarofim & Co., has over 10 years of diverse accounting experience and a passion for technology-driven efficiency. Hannah received a bachelor’s degree in accounting, Summa Cum Laude, from the University of Houston–Downtown in 2020. She specializes in leveraging SQL, VBA, and emerging tools to enhance reporting accuracy and scalability in investment accounting.Matthew Espinosa, Senior Operations Manager, Ford Estates Matt Espinosa is a Senior Operations Manager at Ford Estates and a Strategic Operations & Business Leader with expertise in process optimization, cross-functional excellence, and long-term industry trends. Since joining in 2018, he has led portfolio accounting initiatives and strengthened the data behind process management across the organization. Previously, Matt held operations leadership roles at several Michigan-based registered investment advisory firms. He holds a B.S. in Mathematics and Economics from Eastern Michigan University.MODERATOR Greg Silverman, Principal Consultant, ClarityEdge I’m the founder and principal consultant of ClarityEdge LLC, a firm specializing in comprehensive technology consulting services for family offices. Our work spans software selection and implementation, data management, systems integration, and fractional CTO services - helping family offices optimize their technology infrastructure and achieve greater operational clarity.

This episode brings together two very different generations of family office technology. One platform has been around for nearly 50 years. The other was built in just the last year for today’s private markets.Christi Van Rite moderates a conversation with Bridge and AgilLink, exploring what starts to break as family offices grow, why private investments remain operationally difficult, and the real trade-offs between experience and innovation in family office systems.ModeratorChristi Van Rite, Founder, White River ConsultantsIntervieweesAsher Adler, MBA — SVP & Head of Product Management, AgilLinkAlex Goodwin — Co-Founder & CEO, BridgeSystems FeaturedBridge is building an AI-driven operating system for private-markets investing, automating onboarding, document management, and reporting to reduce operational friction and improve execution for allocators.AgilLink is a cloud-based accounting and bill-pay platform designed for family offices and high-net-worth service firms, combining multi-entity accounting, embedded banking, and controlled approval workflows. Its Connect to Bank capability automates daily balance and transaction feeds, eliminating manual uploads and improving cash visibility.🌐 Find more information on the program and recordings at fotechhub.com📩 To connect with the participants, email [email protected]

(Full episode) This Episode is also available as a video replay in our Conference Replays Library.Part 4 of our podcast miniseries featuring stage discussions and interviews from our annual conference, held on 18–19 November 2025. Recorded live. Most family office technology decisions don’t fail because of bad software — they fail because the risks weren’t thought through.In this episode from the FOTechHub November annual conference, experienced family office operators get candid about how technology decisions really play out behind the scenes. From vendor vetting and change management to what happens when a platform doesn’t deliver — or disappears altogether.The conversation dives into often-overlooked safeguards like source-code escrow, why glossy demos don’t tell the full story, and how peer how peer insight adds critical real-world context to technology decisions. You’ll also hear why systems only work when people actually use them, and how family offices can avoid expensive, hard-to-undo mistakes.SPEAKERSAmy Beahm, Director, Private Family Office Amy is the Family Office Director for a private family office based out of Bethesda, MD. She has 18 years of experience providing financial and investment reporting, tax planning and estate and wealth transfer strategy services to ultra-high net worth families, working across both single and multi-family offices. She has been instrumental in directing multiple clients through the implementation and maintenance of a carried interest structure and has also guided multiple clients through the implementation of various financial software. Amy earned a Masters in Business Administration and a Bachelor’s degree in Accounting from the University of Maryland, College Park and she obtained her CPA license in the State of Maryland.Nico Amoroso, VP, IT, Wirtz Corporation Nico Amoroso is the Vice President of Technology for Wirtz Corporation, leading digital strategy and innovation across industries including real estate, beverage distribution, professional sports, advertising/media, insurance, and agriculture. He partners with business leaders to deliver scalable, data-driven solutions that boost performance and efficiency. During his tenure, Nico has guided Wirtz through multi-billion-dollar mergers, an ERP transformation, an enterprise e-commerce rollout, and multiple championship seasons. He holds a degree in Management Information Systems from Millikin University and serves on the National Board of Directors for Delta Sigma Phi. Outside of work, Nico is active in community leadership through Chicago’s BUILD organization, his local church, and youth sports. He lives in Palos Heights, Illinois, with his wife, Angie, and their four children.MODERATORPatty Esslinger, VP - Head of Product, Trove Family Office With over 20 years of industry experience, Patty leads digital transformation at Trove for a collaborative client experience. At RSM, she launched FamilySight for family offices, and during 16 years at Deloitte, she supported HNW and family office clients in tax and strategy, focusing on tech and streamlined processes. Her passion drives successful business transformation and operational scaling.⁠⁠For more info check out: ⁠⁠fotechhub.com

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠⁠⁠⁠our Members Podcast⁠ or as a ⁠Video Replay⁠Part 3 of our podcast miniseries featuring stage discussions and interviews from our annual conference, held on 18–19 November 2025. Recorded live. In this special Tech-NEW-logy Interview, held within our annual conference in November, Paul McKibbin sits down with Anthony Abenante, the new CEO of Archway Group.Five months into the role, Anthony shares how one of the longest-standing platforms in the family office space is approaching its next chapter following its acquisition by Aquiline. The conversation explores what it takes to modernise a core system after years of underinvestment, including priorities around UI, reporting, hiring, and opening up the platform to better integrate within a broader tech ecosystem.With reflections on Archway’s history, its role as a “system of record” for family offices, and the realities of operating in a fast-changing market, this episode offers a grounded look at how legacy platforms can evolve — without trying to be everything to everyone.SPEAKERAnthony Abenante, CEO, Archway GroupAnthony Abenante is the CEO of Archway Group, leading the company’s strategy and growth as an independent provider of technology and services to Single Family Offices, Multi-Family Offices ,and UHNW wealth managers. He brings over 30 years of leadership across financial services and fintech, including roles as Global Head of Equities at Credit Suisse and CEO of Instinet. Anthony serves as a senior advisor to several technology firms and is a trustee of Big Brothers Big Sisters of NYC.MODERATORPaul McKibbin, ED, Private Client Services, FO Advisory Services, EY Paul is a Managing Director in Ernst & Young LLP’s Americas Family Office Advisory practice, where he advises single-family offices on governance, operations, reporting, and risk management. He previously served as Managing Partner at Family Office Metrics and founded Private Family Networks, later acquired by Guggenheim Partners. A frequent speaker on reporting architecture and family office best practices, Paul also founded the Shaking the Tree Foundation, a nonprofit that uses theater to explore family dynamics and philanthropy.⁠⁠For more info check out: ⁠fotechhub.com

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠⁠⁠our Members Podcast or as a Video ReplayPart 2 of our podcast miniseries featuring stage discussions from our annual conference, held on 18–19 November 2025. Recorded live. Family offices are moving past the AI buzz — using it to automate, analyze, and decide smarter. In this episode, we look at how three private family offices are actually deploying AI—inside real workflows, not slide decks. One is running Copilot and ChatGPT in parallel. One bypassed the big platforms and built an end-to-end solution with Mantle to fix the alt-data problem and feed it directly into their accounting platform, Archway. The third combines point tools, automation, and LLMs to generate code, close reporting gaps, and standardise investment processes.We examine what drives these choices: security posture, ROI, and internal capability—and whether AI is reducing work or reshaping it. An audience poll shows most offices are doing exactly this: running both Copilot and ChatGPT rather than picking a single winner. Three approaches, three philosophies—a clear snapshot of where AI adoption in family offices stands today.SPEAKERSJoe Donovan, Vice President of Operations, CYMI Holdings Joe leads the finance, technology, and operations functions at CYMI Holdings, the family office serving three generations of the Mathile family. His teams provide the accounting, reporting, and organizational infrastructure that support both the family’s business and philanthropic endeavors. He also helped establish CYMI Trust Company, which serves the fiduciary needs of the family’s trusts. Joe is particularly interested in how emerging technologies—especially AI—can enhance decision-making, improve efficiency, and reshape the way complex, multi-generational family offices operate.Sharon Li, COO, Spindrift Management Sharon Li is Chief Operating Officer at Spindrift Management, a New York–based family office. She oversees operations, tax, accounting, and reporting, and supports investment due diligence and asset management. Previously, she was Vice President and Chief Compliance Officer at HighBrook Investment Management, and earlier held senior roles in private equity at Goldman Sachs Asset Management and Morgan Stanley.Daniel Amberger, CTO, Single Family OfficeDaniel Amberger is the Chief Technology Officer of a global single-family office, where he has led technology strategy for the past five years. With over 11 years at the organization, he has supported its growth from a 50-person US-based team to a 200+ employee enterprise with multiple international offices. Daniel focuses on leveraging AI and automation to drive innovation and scalability across the business.MODERATORTania Neild, CTO & Owner, InfoGrate Dr. Neild consults on complex issues in ledger systems, security attributes, and tax accounting, aligning tech with business needs for compliance and security. As CTO and COO of Private Client Resources, she built a $6B asset-tracking platform and co-founded EnvestNet. She holds a PhD in computer engineering and began her career at the NSA.⁠⁠For more info check out: fotechhub.com

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠⁠⁠⁠our Members Podcast⁠ or as a ⁠Video Replay⁠.Part 1 of our podcast miniseries featuring stage discussions from our annual conference, held on 18–19 November 2025. Recorded live.Family office tech is no longer a backwater. Investors who backed Uber, Airbnb, SpaceX, Addepar — plus a 50-year SFO & MFO operator and a fintech strategist rebuilding the family office stack — are all betting on the same thing: AI is finally powerful enough to fix the broken data, outdated ledgers, and messy workflows that have held this market back. This panel made it clear: this “small” vertical is about to become the operating layer for serious wealth.SPEAKERSNihal MehtaGeneral Partner, Eniac Ventures At Eniac, we call Nihal the human Rolodex—he’s built thousands of connections with the world’s top companies and brands, often the hard way. Since 1999, he’s founded five startups: Philly2nite → UrbanGroove → Chapter 7 bankruptcy; ipsh! → acquired by Omnicom (NYSE: OMC); buzzd → LocalResponse → acquired by BlueCava. The scars are real, and so are the stories. Nihal began investing early, spotting breakout companies like AdMob (acquired by Google), Alloy, Brightwheel, Tala, and Uber. Today, he and his wife are active angel investors and LPs, backing nearly 100 underrepresented founders and fund managers.Billy StimpsonCo-Founder & CEO of Bienville Capital Billy is Co-Founder and CEO of Bienville Capital, a New York based multi-family office and asset management firm. His family has a 153 year old operating business and has managed a family office for 50 years. Billy oversees portfolio construction and client relationships at Bienville. Previously he traded equity derivatives at Deutsche Bank, JP Morgan and BayCrest. He is a Board Member of Cedar Creek Land & Timber and T.R. Miller Mill Company. He graduated from Vanderbilt University.Harsh GovilPartner, Motive Ventures Harsh Govil is a Partner on Motive Ventures’ investment team in New York, focused on payments, AI, wealth and vertical applications. He leads deals and supports portfolio companies, with board roles across the Motive portfolio. Previously, he helped build Embedded/Capital and was a Principal at FinLeap, after starting in Morgan Stanley’s Investment Banking Division. INSEAD MBA; Stanford MA and BA.MODERATOR: Tania NeildCTO & Owner, InfoGrate Dr. Neild consults on complex issues in ledger systems, security attributes, and tax accounting, aligning tech with business needs for compliance and security. As CTO and COO of Private Client Resources, she built a $6B asset-tracking platform and co-founded EnvestNet. She holds a PhD in computer engineering and began her career at the NSA.⁠⁠For more info check out: fotechhub.com.com⁠

Full Episode is available on our members podcast: ⁠⁠⁠⁠⁠⁠Listen Here⁠⁠Show SummaryCori Rodda moderates a conversation with Vyzer and Asseta. They explore how new platforms are reshaping family office technology. The conversation covers multi-entity reporting, moving beyond QuickBooks, API flexibility, bill pay, and partnership accounting. We look at how AI is streamlining reconciliations and insights, the importance of security and privacy, and whether families are ready for adoption. Cori Rodda, President, FWO Accounting & ConsultingCori is a CPA and the founder of FWO Accounting. She specializes in family office accounting and operations, with previous roles at PwC and SEI Family Office Services.VyzerRepresented by Litan Yahav, Co-Founder & CEOVyzer is an AI-powered wealth-tech platform built for high-net-worth individuals and their advisors to simplify, track, and optimize complex private wealth portfolios. It transforms fragmented financial data into actionable insights through a holistic, digital-first experience. Vyzer offers a comprehensive financial dashboard, automated tracking for traditional and alternative investments, advanced cash flow planning, and document analysis.Asseta AIRepresented by Dean Palmiter, CEO & FounderAsseta AI is an, all-in-one platform for family offices, replacing spreadsheets and disconnected tools. It handles general ledger, accounting, bill pay, banking, consolidations, document management, investment performance, data aggregation, reconciliation, and analytics. Its built-in AI adapts to your workflow to streamline multi-entity financial management.See the show page ⁠⁠here⁠⁠Join our network at ⁠⁠FOTechHub.com⁠

Full Episode is available on our members podcast: ⁠⁠⁠⁠⁠Listen Here⁠Show SummaryMichael Perez moderates a focused conversation with Advyzon and Mantle—two innovative platforms helping family offices modernize investment reporting, client communications, and private fund operations. Michael Perez, Managing Director, Family Office Practice, F2 StrategyMichael Perez brings over 25 years of experience in professional services for the wealth management industry, including senior roles at Grant Thornton LLP, Fiduciary Trust International, and Chase Private Banking. He leads F2 Strategy’s Family Office Practice, advising clients on technology transformation, operations, and digital strategy. AdvyzonRepresented by Kartik Srinivasan, President, Advyzon InternationalAdvyzon provides comprehensive wealth management technology, as well as investment solutions, for independent financial advisors, financial professionals, and financial institutions. Auria is a new offering from Advyzon that combines portfolio management, customizable performance reporting, trading and rebalancing, web portals, mobile app, CRM, billing, and secure document storage for wealth managers and family offices. It is built to handle the complexities of UHNW clients, including entity management, fractional ownership, and the handling of alternative investments.MantleRepresented by Amar Varma, Co-Founder & CEOMantle is an end-to-end automation platform purpose-built for Limited Partners managing private fund investments. It streamlines document and workflow management, replacing manual processes and legacy systems with modern infrastructure tailored to the unique needs of family offices and institutional investors. Mantle brings transparency, control, and efficiency to the management of private market data.See detailed show notes hereJoin our network at FOTechHub.com

Full Episode is available on our members podcast: ⁠⁠⁠⁠Listen HereThe Larry Kraus Family Office Tech-NEW-logy Institute - Live Seminar Program, in Collaboration with FOTechHub.Show Summary - Recorded May 6, 2025Dr. Tania Neild interviews TMG, Arch, and Elysys—three powerful platforms supporting family offices with IT infrastructure, private investment data, and portfolio accounting.ModeratorDr. Tania Neild, CTO & Owner, InfoGrateTania is a leading expert in data integration and secure tech infrastructure for family offices. She helps transform fragmented data into actionable intelligence, drawing on 20+ years of experience and a PhD in engineering.Featured Platforms & Speakers🔹 TMG – Christopher Tepper, Family Office Practice ManagerTMG provides managed IT strategy, support, and cybersecurity services tailored for family offices.🔹 Elysys – Max Wattel, Managing DirectorElysys offers enterprise-grade portfolio management and accounting, built on Microsoft Dynamics 365.🔹 Arch – Ryan Eisenman, Co-Founder & CEO . Arch is a digital admin platform for private investments, replacing spreadsheets with real-time, structured data.Detailed show summary available on the ⁠⁠Episode PageJoin our network at FOTechHub.com

Full Episode is available on our members podcast: ⁠⁠⁠Listen Here⁠⁠⁠A live panel from our November 2024 Virtual Tech & Ops Conference featuring three Single Family Offices sharing how they’ve successfully integrated their tech stacks to support both investment and finance teams—without compromise. This session explores current tech trends, lessons learned, and strategies for maximizing system performance.The panel features:Moderator: Theresa Clarkson, Solutions Architect, InfoGrate Wealth.• Danielle Klimek, Controller, Marron Capital• Brad Sacks, President, BS Global Investments• Jake Beinecke, VP, Antaeus Enterprises, Inc.See a detailed discussion summary here. Join our network: ⁠⁠FOTechHub.com⁠

Link to the full episode:⁠⁠⁠ Listen Here⁠⁠⁠Detailed show summary available on the ⁠Episode PageInterview Date: February 25, 2025Moderator: Paul Freeland (Partner, Family Enterprise, PwC US)Guests:Alex Lee – Co-Founder & CEO, TruewindGareth Hewitt – CEO, LemonEdgeAbout the ModeratorPaul Freeland is a Family Enterprise Partner at PwC with over 25 years of experience in the fintech industry. He leads PwC's Wealth Compass managed service, focusing on the technology and reporting needs of family offices and ultra-high-net-worth individuals. Paul specializes in long-term planning, asset aggregation, and partnership administration for family investment pools.Truewind, based in San Francisco, develops an AI-powered accounting platform that automates routine tasks and streamlines monthly close processes with top-tier data security. Its AI agents handle data categorization, documentation, and client follow-ups, freeing accountants to focus on strategic work.Trusted by firms like EisnerAmper and fast-growing companies such as Wefunder and Mozart Data, Truewind is backed by industry leaders including Thomson Reuters Ventures, Y Combinator, and Fin Capital.LemonEdge is a next-generation fund accounting, management and reporting software for private markets. Our state-of-the-art accounting engine is purpose-built for private markets firms battling complexity and searching for efficiency. With event-driven transactions, multi-ledger management and process automation, it makes the complex, simple and the time-consuming, efficient. Say goodbye to multi-entry, multi-ledger bookkeeping and countless offline processes and hello to the future of fund accounting.Join us for our monthly live Tech-NEW-logy sessions: FOTechHub.com. For questions or connections, email us at [email protected]: FOTechHub Demo Day is scheduled for Tuesday, 20 May (registration will be available soon on our website).

Link to the full episode:⁠⁠Listen Here⁠⁠Detailed show summary available on the Episode PageInterview Date: January 23, 2025Moderator: Gemma Leddy – Partner, PKF O’Connor Davies Family OfficeGuests:Kirby Rosplock – Founder & CEO, Tamarind LearningLou Daddario – Chief Revenue Officer, Foundation SourceAbout the ModeratorGemma Leddy is Partner in Charge at PKF O'Connor Davies Family Office. Gemma leads the award-winning Family Office practice, delivering financial management, tax, and advisory services to ultra-high-net-worth clients. With her experience as a CFO and CPA partner, she has supported family offices, investment firms, nonprofits, and other industries, including art and real estate.Tamarind Learning⁠ provides a wealth education platform designed for affluent adult learners (18+), covering essential topics like financial literacy, investing, trusts, tax, estate planning, and stewardship to equip learners with the knowledge to manage wealth responsibly.Foundation Source⁠ simplifies private foundation management with comprehensive support services, enhancing philanthropic impact for families, individuals, and advisors.Join us for our monthly live Tech-NEW-logy sessions: FOTechHub.com. For questions or connections, email us at [email protected].

Recorded live at our November 2024 Virtual Tech & Ops Conference, this panel delves into how digitization is transforming life for family offices and UHNW advisors. The discussion covers AI's role in private investment access and management, and how technology is reshaping the future of fund structures versus direct investments. The panel was moderated by Danielle Roseman, MD, Co-Head at Lazard Family Office Services. Daniells panelists were:  Joe Larizza, MD, Data Solutions, iCapital John Jennings, President & Chief Strategist, St. Louis Trust & Family Office Paul Williams, SVP, Product Lead for Alternative Fund Services, Northern Trust Full Episode is available on our members podcast: ⁠⁠⁠Listen Here FOTechHub.com

Full Episode is available on our members podcast : ⁠⁠Listen Here⁠⁠ A live panel from our November 2024 Virtual Tech & Ops Conference covering how outsourced family office providers approach selecting and implementing technology to meet client needs, reduce risks, drive transformation, and gain leadership buy-in. It also touches on balancing cost and innovation to ensure success for both their firms and their clients.The panel was moderated by Michael G. Perez, MD, from the Family Office Practice at F2 Strategy. Michael's panelists were: Patty Esslinger, VP & Head of Product at Trove Family OfficeSophia Loh, Partner-in-Charge of Family Office Practice at Frank, Rimerman + Co. Neil Shapiro, Head of Family Office Practice at TAG AssociatesJoin out Network: ⁠FOTechHub.com

Full Episode: ⁠Listen Here⁠See Detailed Show Summary on the ⁠Episode Page⁠Interview Date: December 19, 2024Moderator: Erin Hulse (Founder & CEO, Deviate Consulting)Guests: Alan Pearl – Director of Client Service & Business Development, Fi-Tek Wealth Solutions (RockIT) Kareem Hamadi – CEO & Co-Founder, AltExchange (Now part of iCapital)About the ModeratorModerated by Erin Hulse, founder of Deviate Consulting, a software consulting firm specializing in family offices. Erin brings extensive experience in accounting, software implementation, and private wealth.AltExchange simplifies alternative investment reporting with automated data aggregation and enhanced transparency, recently acquired by iCapital to advance its data management capabilities.Fi-Tek Wealth Solutions offers Rockit® Command, a technology platform originally built by the Rockefellers, streamlining multi-generational family office operations and providing comprehensive reporting solutions.Join us for our monthly live Tech-NEW-logy sessions: FOTechHub.com. For questions or connections, email us at [email protected]:(03:48) Speaker introductions(05:15) RockIt Command Overview: developed by the Rockefellers for family office needs, and its evolution after Fi-Tek's acquisition in 2016(09:18) Modularization and integration with Fi-Tek's wider wealth platform(12:19) Implementation challenges: collaboration and co-sourcing(17:26) Modularization trends and challenges with legacy general ledger systems in family office tech(20:28) Data Integration for RIAs and family offices, including alternative investment support(30:11) AltExchange: founding, interoperability, and leveraging AI(33:55) AltExchange Differentiators(41:59) iCapital Acquisition: insights into AltExchange’s integration with iCapital for post-investment reporting capabilities(47:58) Pricing Models(56:10) Future Roadmaps

Full Episode is available on our members podcast : ⁠Listen Here⁠ Join our network at ⁠FOTechHub.com⁠ A live panel from our November 2024 Virtual Tech & Ops Conference discussing AI adoption in family offices, with practical use cases, challenges, and insights from leading industries. This panel explored AI adoption trends in family office operations, covering practical use cases, challenges, and strategies for implementation. It also drew insights from industries at the forefront of AI adoption.Moderated by:Tania Neild, CTO & Owner, InfoGratePanellists:  Yoni Malchi, MD, AI & Data Solutions Consulting, World Wide Technology  Amy Freidinger, Chief Operating Officer, Tao Capital Partners Tim Macherone, COO, Shade Tree Advisors  Neil D'Anniballe, Principal, Manager, Private Client Systems, Brown Advisory   Summary 00:30 Part 1: Tania Neild & Yoni Malchi 03:15 AI's Evolution: Differentiating traditional machine learning from generative AI, which rose with ChatGPT in 2022.6:30 Security & Data: Securing gen AI, addressing risks of public data training, and methods like fine-tuning and RAG for proprietary data.10:40 Applications & Limits: AI's growing but limited ability to process data tasks like balance sheets and general ledgers; improvements in GPT-40's table and diagram processing.12:50 Security Tips: Virtual private clouds vs on-premises solutions, and guardrails to prevent bias, data leaks, and prompt injection.15:00 Part 2: Discussion of practical use cases16:00 Panelists: Amy (single-family office, 30 employees), Tim (multifamily office, 60 employees), and Neil (large organization, 1,000 employees). Three AI Strategies: Co-Pilot; private ChatGPT; integrating AI through the FO’s main operating system.17:20 AI Use Cases: project management, document handling, bill payments, investment research, presentations, and legal reviews.18:05 Neil: Built an AI-powered research hub for investment insights and client queries. Focused on adoption through easy wins, with success measured by usage and reduced inquiries.23:03 Amy: Automated alternative statements processing, saving time and improving efficiency in the spirit of "progress over perfection". Future plans: integrate AI into general ledger and streamline cash management.28:17 Tim: Automated custodial statement processing with 96% accuracy, reducing time from 8 to 1.5 minutes per statement. Tackled challenges with capital account statements and focused on high-impact tasks.33:16 Bill Payments: Amy’s team automated OCR-based bill payments, simplifying workflows and improving accuracy. 36:46 Legal Reviews: Tim’s AI analyzed and summarized legal documents efficiently, indexing 500,000+ documents for better data access.41:55 Project Management: Neil automated tagging and migration of documents into Box, linking them with Salesforce. Amy used Monday.com and Co-Pilot for CRM projects, meeting notes, and task summaries.46:58 Change Management: Incremental adoption of AI recording/transcription tools in sensitive settings improved engagement and action tracking. Engage employees to design and adopt new roles with technology.50:12 Benchmarks: Tim’s AI integrated external benchmark data with internal systems, automating repetitive monthly tasks. Join our network at FOTechHub.com Next Tech-NEW-logy programme, 19 December - Register here

Live seminars by FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute.In this episode, Shaun Parkin - Founder, Hall Road Investments - interviews:Private Wealth Systems - offering financial reporting and data aggregation for family offices - represented by Charlie Brown, Director of Sales.Arqa AI - providers of AI-based tools for investment management and risk assessment in family offices - represented by Haik Sahakyan, Co-Founder & CEO.Episode page:⁠ Tech-NEW-logy Institute: Shaun Parkin Interviews Private Wealth Systems & Arqa AI | FOTechHub⁠Join our virtual family office tech & ops annual conference, 19-20 November:⁠FOTechHub Second Annual Tech & Ops Conference (ringcentral.com)⁠Show Summary:00:00 – Introductions04:16 – Sean’s opening remarks05:55 – Haik & Arqa AI: focus on automating data entry and aggregation (capital calls, k1s, custodial statements, etc)07:26 – Charlie & PWS: data consolidation, reconciliation and analytics08:22 – Data challenges, complexities of onboarding tech, automating data handling, master investment book of record12:06 – Data accuracy and efficiency, errors in custodial feeds16:38 – Resource limitations in family offices, power users and outsourced back office24:00 – Client feedback on ai tools: not just for data extraction but also portfolio rebalancing; document management30:04 – Arqa and PWS in the ecosystemArqa: focus on investment and operational workflowsPWS: data management platform integrating with other systems39:11 – Global client demand47:58 – Pricing models and ranges52:59 – Data security and privacy58:19 – Closing remarks

FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Tania Neild of InfoGrate interviews: BlackCloak- a holistic cybersecurity platform, safeguarding executives’ personal and financial data, and protecting corporate assets without invading personal lives. Abacus - a global IT and Cybersecurity provider, offering specialized services for the financial sector through its abacusFlex platform, ensuring secure and compliant scalability. Copia - a real-time portfolio management platform for diverse asset classes, enhancing “Assets Under Intelligence™” with a team experienced in creating top applications, building fast-growing companies, and developing complex enterprise software. The discussion will introduce these companies and their services, and focus on the impact and future implications of the 7/19 CrowdStrike incident on cybersecurity practices for family offices. Show Summary 00:05 - Introductions  06:34 - Chris Pierson and BlackCloak overview  09:13 - Michael Sikorsky and Copia overview  11:41 - Paul Ponzeka and Abacus overview  14:00 - Explanation of EDR (Endpoint Detection and Response) tools and their role in cybersecurity. Comparison with traditional antivirus software 19:11 - What happened with the CrowdStrike incident? Strategies for protecting client endpoints; diversifying security tools to mitigate single points of failure  26:20 - Implications of the CrowdStrike incident for family offices; Importance of multi-layered defense approach, including EDR, MFA, and email security; prioritizing prevention, backup, business continuity and rapid recovery plans 33:00 - Sentinel One vs CrowdStrike 39:51 - Recommendations for how family offices should handle communication during incidents 47:46 - Balancing the urgency of releasing security patches with the risk of issues like the CrowdStrike incident  50:14 - Some of the most common attacks targeting wealthy individuals and family offices (scams, fraud, malware infections, account compromises, etc)

This is a special episode in the tax track for the Larry Kraus Institute’s family office community. It is a recording of a virtual program presented on June 26th titled: Ransomware: What Family Offices Need To Know, If And When Data Is Compromised.  The moderator was Tony Gebely, CEO of Annapurna Cybersecurity Advisors. The panelists were David Sun who leads the cybersecurity incident response and computer forensic services for CohnReznick and Annmarie Giblin, Partner in the Global Cybersecurity and Privacy Group at Norton Rose Fulbright.  The video from this program can now be viewed on www.myfotech.net  The FOTechHub podcast is a collaboration with Phil Strassler's Larry Kraus Family Office Tax & Tech-NEW-Logy institute. If you like this discussion please follow us or join our network through fotechhub.com to be invited to future virtual and in-person events. 00:05 - Introductions  06:05 - Evolution of ransomware attacks, from encrypting systems to data exfiltration  13:11  - Legal implications and requirements, notifying authorities and regulatory scrutiny 27:39 - 27:39 - Cybersecurity measures and proactive approach: EDR (endpoint detection response), MFA (multi-factor authentication), testing, analysis, monitoring and training 52:28 - Cyber insurance and ransomware coverage, different types of insurance, limitations  

FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Natasha Pearl interviews Way2B1 - a platform that streamlines life management for families, and Nines - a household management platform.

FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Jon Carroll discusses various aspects with live audience polling, including investments in technology, innovation, automation, integration, AI, business continuity planning, and tools for supporting operations and data security. Jon also interviews Eton Solutions, an integrated accounting platform leveraging generative AI for its Eton GPT tool, and Summitas, a secure, flexible collaboration tool for wealth management.

FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Michael Perez Interviews Collation.AI and SumIt Michael Perez from F2 Strategy interviews Collation.AI - a data aggregation and reporting platform and SumIt - a new generation general ledger. Both startups leveraged our My Family Office Tech & Ops Conference in November 2023 as a launchpad to introduce themselves. 01:00 - Introductions 05:55 - Founder's journey: Alex 08:40 - Founder's journey: Tanmai 10:50 - Markets covered 12:35 - Relevant metrics: speed to market and time saved 16:30 - Client base and characteristics  23:20 - Value prop & use cases 23:50 - Alex: simple & sophisticated accounting: access, visualisation, consolidation & integrations 26:25 - Tanmai: aspirin for your data headaches & consistency problems 29:40 - Room for improvement? 32:45 - Extracting information from PDFs 38:15 - Competition 41:45 - Workflow capabilities  45:10 - Migrating data from Quickbooks  47:20 - What’s next on the roadmap  50:00 - Pricing  51:30 - Implementation timescales

FOTechHub & the Larry Kraus Family Office Tech-NEW-Logy Institute present: Efrat Avigdor, a Family Office Advisor, interviews Luminary and K1x. This program focuses on managing and visualizing trust & estate strategies, and AI automation software for K-1s, K-3s and 990s.

Published  on 29 December 2023  As we wave goodbye to 2023, let’s take a look at some of the most interesting recent developments in family office tech - new products, integrations, partnerships, funding news and a flurry of activity in the alts space! Our news bulletin might've taken a little longer to reach you, all thanks to our smashing virtual conference that received rave reviews! (Check out the highlights here) But worry not, we’re not idly scrolling through news feeds—we're knee-deep in plans for 2024! In this post:  #Accelex  #Addepar  #Alkymi  #Altoo AG  #Amplify Advisory Solutions  #Arch  #Canoe  #Deviate Consulting  #Eton Solutions  #FactSet  #Forest Systems  #Foundation Source  #iCapital  #IQ-EQ  #K1x  #Ledgex  #Maestro FS  #Mirador  #PBI  #Performativ  #SS&C Advent  #SS&C Black Diamond  #TIFIN  #Trove If we missed anything or you have suggestions, email [email protected] 

Welcome to the inaugural episode of FOTechHub Podcast, where we delve into the world of technology solutions for modern family offices. This interview is brought to you by FOTechHub and Phil Strassler from the esteemed Larry Kraus Tech-New-Logy Institute. For over two years, the Tech-New-Logy Institute has been paving the way, and now, FOTechHub is expanding its horizons to reach a wider audience. Our aim, guided by top technology consultants, is to introduce cutting-edge tech solutions tailored for today's family offices. In our latest episode, Andy Fox engages in insightful interviews with Trusted Family - communications and governance solution for families, boards and shareholders, and RSM - cloud-based tech platform centralizing data for family offices.