Transistor (https://transistor.fm) https://feeds.transistor.fm/family-office-technology-hub-5f100a56-db93-4e9b-af44-484a25cae76f Welcome to the FOTechHub Podcast, a resource for all things tech and operations within the realm of family offices. Join us as we delve into the intricate world of technological advancements tailored specifically for Single Family Office and Multi-Family Office Personnel. FOTechHub.com 22bbb412-0c51-581f-abc5-4aed2a16a428 no en Fri, 31 Jul 2026 01:44:49 -0700 Fri, 31 Jul 2026 01:45:05 -0700 https://fotechhub.com https://img.transistorcdn.com/Vr40DGOd54CB_oDCPw3B-DikJZJHKJ3NIIGeB8JoI7A/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9mNTYw/MmYzYWY2NTRkMGVk/MjM1M2M3NTQ0YjFm/YjczNC5wbmc.jpg https://fotechhub.com episodic FOTechHub Welcome to the FOTechHub Podcast, a resource for all things tech and operations within the realm of family offices. Join us as we delve into the intricate world of technological advancements tailored specifically for Single Family Office and Multi-Family Office Personnel. Welcome to the FOTechHub Podcast, a resource for all things tech and operations within the realm of family offices. Alex Zieleniewski No No 3 3 8 8 Tech-NEW-logy: Paul McKibbin & Asset Vantage full e270084e-ed6e-4bc7-94bc-6f6ebe7bc70c https://share.transistor.fm/s/83e03142 Tech-NEW-logy Institute returns on June 4 with a live interview session featuring Paul McKibbin and Asset Vantage. In this 45-minute discussion, Paul McKibbin (EY) speaks with Sunil Dalal (UNIDEL) and Nicole Eberhardt (Asset Vantage) about how family office systems evolve from solving one office's internal problems into platforms used across the wider market. The conversation will touch on AI, implementation realities, integration challenges, and the growing tension between founder-led businesses and private equity-backed growth in family office tech. Bringing together perspectives from an owner, operator and implementation expert, the session offers a rare look behind the scenes at how these systems are really being built and scaled. If you'd like to connect with the participants following the session, please contact adriana@fotechhub.com. Find more information on the program and recordings at fotechhub.com.

]]> Tech-NEW-logy Institute returns on June 4 with a live interview session featuring Paul McKibbin and Asset Vantage. In this 45-minute discussion, Paul McKibbin (EY) speaks with Sunil Dalal (UNIDEL) and Nicole Eberhardt (Asset Vantage) about how family office systems evolve from solving one office's internal problems into platforms used across the wider market. The conversation will touch on AI, implementation realities, integration challenges, and the growing tension between founder-led businesses and private equity-backed growth in family office tech. Bringing together perspectives from an owner, operator and implementation expert, the session offers a rare look behind the scenes at how these systems are really being built and scaled. If you'd like to connect with the participants following the session, please contact adriana@fotechhub.com. Find more information on the program and recordings at fotechhub.com.

]]> Mon, 22 Jun 2026 04:23:00 -0700 FOTechHub FOTechHub 2772 Tech-NEW-logy Institute returns on June 4 with a live interview session featuring Paul McKibbin and Asset Vantage. In this 45-minute discussion, Paul McKibbin (EY) speaks with Sunil Dalal (UNIDEL) and Nicole Eberhardt (Asset Vantage) about how family office systems evolve from solving one office's internal problems into platforms used across the wider market. The conversation will touch on AI, implementation realities, integration challenges, and the growing tension between founder-led businesses and private equity-backed growth in family office tech. Bringing together perspectives from an owner, operator and implementation expert, the session offers a rare look behind the scenes at how these systems are really being built and scaled. If you'd like to connect with the participants following the session, please contact adriana@fotechhub.com. Find more information on the program and recordings at fotechhub.com.

]]> No 3 3 7 7 Tech-NEW-logy: Tania Neild & Stavtar + Atomic Insights full 8604d9dd-ce1f-42be-86f8-cf1a3ff9511b https://share.transistor.fm/s/14ce59ef Dr. Tania Neild, CTO & Owner, InfoGrate. Dr. 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 Solutions. Richard Zazo, Co-Founder, Atomic Insights. Lucas Babbitt, Co-Founder & CEO, Atomic Insights. Stavtar 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 adriana@fotechhub.com. Find more info on the program and recordings at fotechhub.com

]]> Dr. Tania Neild, CTO & Owner, InfoGrate. Dr. 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 Solutions. Richard Zazo, Co-Founder, Atomic Insights. Lucas Babbitt, Co-Founder & CEO, Atomic Insights. Stavtar 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 adriana@fotechhub.com. Find more info on the program and recordings at fotechhub.com

]]> Fri, 10 Apr 2026 04:22:00 -0700 FOTechHub FOTechHub 3588 Dr. Tania Neild, CTO & Owner, InfoGrate. Dr. 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 Solutions. Richard Zazo, Co-Founder, Atomic Insights. Lucas Babbitt, Co-Founder & CEO, Atomic Insights. Stavtar 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 adriana@fotechhub.com. Find more info on the program and recordings at fotechhub.com

]]> No 3 3 6 6 Tech-NEW-logy: Erin Hulse & PCR + Aleta full 4b6ae84c-2955-4494-abe5-f23f0b5146a8 https://share.transistor.fm/s/8195dba6 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 Consulting. Erin 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 Aggregation. Ken Gamskjaer, CEO & Co-Founder, Aleta. PCR 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 adriana@fotechhub.com. Find 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 Consulting. Erin 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 Aggregation. Ken Gamskjaer, CEO & Co-Founder, Aleta. PCR 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 adriana@fotechhub.com. Find more info on the program and recordings at fotechhub.com

]]> Mon, 09 Mar 2026 04:21:00 -0700 FOTechHub FOTechHub 3597 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 Consulting. Erin 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 Aggregation. Ken Gamskjaer, CEO & Co-Founder, Aleta. PCR 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 adriana@fotechhub.com. Find more info on the program and recordings at fotechhub.com

]]> No 3 3 4 4 Tech-NEW-logy: Dave Petersen & Masttro + Aquilance full f5145fe3-9a2f-46de-8da8-8730a3444d4e https://share.transistor.fm/s/ef1d0f6d 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 Moderator: Dave Petersen, Director of Technology Consulting, Northern Trust. Dave works closely with family offices and private wealth organizations on technology strategy, system selection, and operating model design. Interviewees: Jay McNamara — CEO, Masttro. John Carey — CEO, Aquilance. Systems Featured: Masttro 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 alex@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 Moderator: Dave Petersen, Director of Technology Consulting, Northern Trust. Dave works closely with family offices and private wealth organizations on technology strategy, system selection, and operating model design. Interviewees: Jay McNamara — CEO, Masttro. John Carey — CEO, Aquilance. Systems Featured: Masttro 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 alex@fotechhub.com

]]> Mon, 02 Feb 2026 04:19:00 -0800 FOTechHub FOTechHub 3659 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 Moderator: Dave Petersen, Director of Technology Consulting, Northern Trust. Dave works closely with family offices and private wealth organizations on technology strategy, system selection, and operating model design. Interviewees: Jay McNamara — CEO, Masttro. John Carey — CEO, Aquilance. Systems Featured: Masttro 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 alex@fotechhub.com

]]> No 3 3 2 2 Tech-NEW-logy: Christi Van Rite & AgilLink + Bridge full 3ad20ecf-e806-4e3a-b22d-ccbf9d376ee3 https://share.transistor.fm/s/f959273c 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. Moderator: Christi Van Rite, Founder, White River Consultants. Interviewees: Asher Adler, MBA — SVP & Head of Product Management, AgilLink. Alex Goodwin — Co-Founder & CEO, Bridge. Systems Featured: Bridge 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 alex@fotechhub.com

]]> 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. Moderator: Christi Van Rite, Founder, White River Consultants. Interviewees: Asher Adler, MBA — SVP & Head of Product Management, AgilLink. Alex Goodwin — Co-Founder & CEO, Bridge. Systems Featured: Bridge 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 alex@fotechhub.com

]]> Sat, 10 Jan 2026 04:19:00 -0800 FOTechHub FOTechHub 3396 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. Moderator: Christi Van Rite, Founder, White River Consultants. Interviewees: Asher Adler, MBA — SVP & Head of Product Management, AgilLink. Alex Goodwin — Co-Founder & CEO, Bridge. Systems Featured: Bridge 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 alex@fotechhub.com

]]> No 3 3 5 5 Addepar's AI Evolution: Redefining Data Intelligence for Family Offices full 2d54f99b-6d14-4697-91c2-00190d80e098 https://share.transistor.fm/s/97e12b97 This Episode is also available as a video replay on our website. 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. Speakers: Kunal Gosar, Head 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 Turbayne, Sr. 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. Moderator: Alejandro Nazario, Partner, TOS Advisors. Alejandro 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

]]> This Episode is also available as a video replay on our website. 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. Speakers: Kunal Gosar, Head 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 Turbayne, Sr. 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. Moderator: Alejandro Nazario, Partner, TOS Advisors. Alejandro 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

]]> Mon, 22 Dec 2025 04:36:00 -0800 FOTechHub FOTechHub 1724 This Episode is also available as a video replay on our website. 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. Speakers: Kunal Gosar, Head 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 Turbayne, Sr. 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. Moderator: Alejandro Nazario, Partner, TOS Advisors. Alejandro 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

]]> No 2 2 9 9 What's Next for Archway? A Conversation with CEO Anthony Abenante full e78dd1b2-bcdc-46c5-8010-ed8d796c0e91 https://share.transistor.fm/s/13023465 This Episode is also available as a video replay on our website. Part 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. Speaker: Anthony Abenante, CEO, Archway Group. Anthony 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. Moderator: Paul 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

]]> This Episode is also available as a video replay on our website. Part 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. Speaker: Anthony Abenante, CEO, Archway Group. Anthony 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. Moderator: Paul 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

]]> Thu, 18 Dec 2025 04:38:00 -0800 FOTechHub FOTechHub 2489 This Episode is also available as a video replay on our website. Part 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. Speaker: Anthony Abenante, CEO, Archway Group. Anthony 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. Moderator: Paul 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

]]> No 2 2 6 6 Tech-NEW-logy Institute: Cori Rodda Interviews Asseta & Vyzer full 51e55fd8-954f-4bb8-a79a-998ac92dad14 https://share.transistor.fm/s/579e4105 Full Episode is available on our members podcast. Show Summary: Cori 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 & Consulting. Cori 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. Vyzer, represented by Litan Yahav, Co-Founder & CEO. Vyzer 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 AI, represented by Dean Palmiter, CEO & Founder. Asseta 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. Join our network at fotechhub.com

]]> Full Episode is available on our members podcast. Show Summary: Cori 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 & Consulting. Cori 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. Vyzer, represented by Litan Yahav, Co-Founder & CEO. Vyzer 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 AI, represented by Dean Palmiter, CEO & Founder. Asseta 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. Join our network at fotechhub.com

]]> Mon, 25 Aug 2025 03:55:00 -0700 FOTechHub FOTechHub 3602 Full Episode is available on our members podcast. Show Summary: Cori 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 & Consulting. Cori 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. Vyzer, represented by Litan Yahav, Co-Founder & CEO. Vyzer 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 AI, represented by Dean Palmiter, CEO & Founder. Asseta 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. Join our network at fotechhub.com

]]> No 2 2 5 5 Tech-NEW-logy Institute: Michael Perez Interviews Advyzon & Mantle full 9c0828ae-16b1-404d-bf14-e08abba79648 https://share.transistor.fm/s/1fb11053 Full Episode is available on our members podcast. Show Summary: Michael 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 Strategy. Michael 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. Advyzon, represented by Kartik Srinivasan, President, Advyzon International. Advyzon 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. Mantle, represented by Amar Varma, Co-Founder & CEO. Mantle 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. Join our network at fotechhub.com

]]> Full Episode is available on our members podcast. Show Summary: Michael 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 Strategy. Michael 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. Advyzon, represented by Kartik Srinivasan, President, Advyzon International. Advyzon 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. Mantle, represented by Amar Varma, Co-Founder & CEO. Mantle 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. Join our network at fotechhub.com

]]> Sun, 22 Jun 2025 03:53:00 -0700 FOTechHub FOTechHub 3746 Full Episode is available on our members podcast. Show Summary: Michael 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 Strategy. Michael 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. Advyzon, represented by Kartik Srinivasan, President, Advyzon International. Advyzon 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. Mantle, represented by Amar Varma, Co-Founder & CEO. Mantle 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. Join our network at fotechhub.com

]]> No 2 2 4 4 Tech-NEW-logy Institute: Tania Neild Interviews TMG, Arch & Elysys full c578b75c-9f2b-4a16-bd24-2969c6245c51 https://share.transistor.fm/s/dd0a1319 Full Episode is available on our members podcast. The Larry Kraus Family Office Tech-NEW-logy Institute - Live Seminar Program, in Collaboration with FOTechHub. Show Summary - Recorded May 6, 2025. Dr. Tania Neild interviews TMG, Arch, and Elysys—three powerful platforms supporting family offices with IT infrastructure, private investment data, and portfolio accounting. Moderator: Dr. Tania Neild, CTO & Owner, InfoGrate. Tania 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 Manager. TMG provides managed IT strategy, support, and cybersecurity services tailored for family offices. Elysys – Max Wattel, Managing Director. Elysys 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. Join our network at fotechhub.com

]]> Full Episode is available on our members podcast. The Larry Kraus Family Office Tech-NEW-logy Institute - Live Seminar Program, in Collaboration with FOTechHub. Show Summary - Recorded May 6, 2025. Dr. Tania Neild interviews TMG, Arch, and Elysys—three powerful platforms supporting family offices with IT infrastructure, private investment data, and portfolio accounting. Moderator: Dr. Tania Neild, CTO & Owner, InfoGrate. Tania 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 Manager. TMG provides managed IT strategy, support, and cybersecurity services tailored for family offices. Elysys – Max Wattel, Managing Director. Elysys 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. Join our network at fotechhub.com

]]> Fri, 23 May 2025 03:50:00 -0700 FOTechHub FOTechHub 3480 Full Episode is available on our members podcast. The Larry Kraus Family Office Tech-NEW-logy Institute - Live Seminar Program, in Collaboration with FOTechHub. Show Summary - Recorded May 6, 2025. Dr. Tania Neild interviews TMG, Arch, and Elysys—three powerful platforms supporting family offices with IT infrastructure, private investment data, and portfolio accounting. Moderator: Dr. Tania Neild, CTO & Owner, InfoGrate. Tania 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 Manager. TMG provides managed IT strategy, support, and cybersecurity services tailored for family offices. Elysys – Max Wattel, Managing Director. Elysys 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. Join our network at fotechhub.com

]]> No 2 2 2 2 Truewind & LemonEdge – Innovations in Family Office Accounting full e9b72dcf-9b62-48ba-bd71-1ee53f40dfc9 https://share.transistor.fm/s/6709b988 Interview Date: February 25, 2025. Moderator: Paul Freeland (Partner, Family Enterprise, PwC US). Guests: Alex Lee – Co-Founder & CEO, Truewind. Gareth Hewitt – CEO, LemonEdge. About the Moderator: Paul 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. Its 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. Join us for our monthly live Tech-NEW-logy sessions: fotechhub.com. For questions or connections, email us at info@fotechhub.com.

]]> Interview Date: February 25, 2025. Moderator: Paul Freeland (Partner, Family Enterprise, PwC US). Guests: Alex Lee – Co-Founder & CEO, Truewind. Gareth Hewitt – CEO, LemonEdge. About the Moderator: Paul 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. Its 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. Join us for our monthly live Tech-NEW-logy sessions: fotechhub.com. For questions or connections, email us at info@fotechhub.com.

]]> Tue, 04 Mar 2025 04:41:00 -0800 FOTechHub FOTechHub 3543 Interview Date: February 25, 2025. Moderator: Paul Freeland (Partner, Family Enterprise, PwC US). Guests: Alex Lee – Co-Founder & CEO, Truewind. Gareth Hewitt – CEO, LemonEdge. About the Moderator: Paul 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. Its 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. Join us for our monthly live Tech-NEW-logy sessions: fotechhub.com. For questions or connections, email us at info@fotechhub.com.

]]> No 2 2 1 1 Family Office Tech Stack: Gemma Leddy Interviews Tamarind Learning and Foundation Source full d1abce7b-6668-4100-a0d8-06d16aabde44 https://share.transistor.fm/s/982b35a5 Interview Date: January 23, 2025. Moderator: Gemma Leddy – Partner, PKF O'Connor Davies Family Office. Guests: Kirby Rosplock – Founder & CEO, Tamarind Learning. Lou Daddario – Chief Revenue Officer, Foundation Source. About the Moderator: Gemma 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 info@fotechhub.com

]]> Interview Date: January 23, 2025. Moderator: Gemma Leddy – Partner, PKF O'Connor Davies Family Office. Guests: Kirby Rosplock – Founder & CEO, Tamarind Learning. Lou Daddario – Chief Revenue Officer, Foundation Source. About the Moderator: Gemma 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 info@fotechhub.com

]]> Mon, 10 Feb 2025 05:06:00 -0800 FOTechHub FOTechHub 3427 Interview Date: January 23, 2025. Moderator: Gemma Leddy – Partner, PKF O'Connor Davies Family Office. Guests: Kirby Rosplock – Founder & CEO, Tamarind Learning. Lou Daddario – Chief Revenue Officer, Foundation Source. About the Moderator: Gemma 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 info@fotechhub.com

]]> No 11 11 Streamlining Family Office Tech: Insights from RockIt and AltExchange full a2570089-8751-4938-9462-6f8ebdfe7b5f https://share.transistor.fm/s/b9ac0e59 Full Episode is available on our members podcast. Interview Date: December 19, 2024. Moderator: 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 Moderator: Moderated 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 info@fotechhub.com. Summary: Speaker introductions. RockIt Command Overview: developed by the Rockefellers for family office needs, and its evolution after Fi-Tek's acquisition in 2016. Modularization and integration with Fi-Tek's wider wealth platform. Implementation challenges: collaboration and co-sourcing. Modularization trends and challenges with legacy general ledger systems in family office tech. Data Integration for RIAs and family offices, including alternative investment support. AltExchange: founding, interoperability, and leveraging AI. AltExchange Differentiators. iCapital Acquisition: insights into AltExchange's integration with iCapital for post-investment reporting capabilities. Pricing Models. Future Roadmaps.

]]> Full Episode is available on our members podcast. Interview Date: December 19, 2024. Moderator: 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 Moderator: Moderated 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 info@fotechhub.com. Summary: Speaker introductions. RockIt Command Overview: developed by the Rockefellers for family office needs, and its evolution after Fi-Tek's acquisition in 2016. Modularization and integration with Fi-Tek's wider wealth platform. Implementation challenges: collaboration and co-sourcing. Modularization trends and challenges with legacy general ledger systems in family office tech. Data Integration for RIAs and family offices, including alternative investment support. AltExchange: founding, interoperability, and leveraging AI. AltExchange Differentiators. iCapital Acquisition: insights into AltExchange's integration with iCapital for post-investment reporting capabilities. Pricing Models. Future Roadmaps.

]]> Sun, 22 Dec 2024 04:42:00 -0800 FOTechHub FOTechHub 3612 Full Episode is available on our members podcast. Interview Date: December 19, 2024. Moderator: 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 Moderator: Moderated 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 info@fotechhub.com. Summary: Speaker introductions. RockIt Command Overview: developed by the Rockefellers for family office needs, and its evolution after Fi-Tek's acquisition in 2016. Modularization and integration with Fi-Tek's wider wealth platform. Implementation challenges: collaboration and co-sourcing. Modularization trends and challenges with legacy general ledger systems in family office tech. Data Integration for RIAs and family offices, including alternative investment support. AltExchange: founding, interoperability, and leveraging AI. AltExchange Differentiators. iCapital Acquisition: insights into AltExchange's integration with iCapital for post-investment reporting capabilities. Pricing Models. Future Roadmaps.

]]> No 1 1 9 9 Reporting, Data Aggregation and AI Tools: Arqa & PWS full 138495fd-3e1c-450c-a94b-2f77aba4b111 https://share.transistor.fm/s/f79a45c7 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. Show Summary: Introductions. Sean's opening remarks. Haik & Arqa AI: focus on automating data entry and aggregation (capital calls, k1s, custodial statements, etc). Charlie & PWS: data consolidation, reconciliation and analytics. Data challenges, complexities of onboarding tech, automating data handling, master investment book of record. Data accuracy and efficiency, errors in custodial feeds. Resource limitations in family offices, power users and outsourced back office. Client feedback on ai tools: not just for data extraction but also portfolio rebalancing; document management. Arqa and PWS in the ecosystem: Arqa focuses on investment and operational workflows, PWS is a data management platform integrating with other systems. Global client demand. Pricing models and ranges. Data security and privacy. Closing remarks.

]]> 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. Show Summary: Introductions. Sean's opening remarks. Haik & Arqa AI: focus on automating data entry and aggregation (capital calls, k1s, custodial statements, etc). Charlie & PWS: data consolidation, reconciliation and analytics. Data challenges, complexities of onboarding tech, automating data handling, master investment book of record. Data accuracy and efficiency, errors in custodial feeds. Resource limitations in family offices, power users and outsourced back office. Client feedback on ai tools: not just for data extraction but also portfolio rebalancing; document management. Arqa and PWS in the ecosystem: Arqa focuses on investment and operational workflows, PWS is a data management platform integrating with other systems. Global client demand. Pricing models and ranges. Data security and privacy. Closing remarks.

]]> Wed, 11 Sep 2024 05:04:00 -0700 FOTechHub FOTechHub 3519 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. Show Summary: Introductions. Sean's opening remarks. Haik & Arqa AI: focus on automating data entry and aggregation (capital calls, k1s, custodial statements, etc). Charlie & PWS: data consolidation, reconciliation and analytics. Data challenges, complexities of onboarding tech, automating data handling, master investment book of record. Data accuracy and efficiency, errors in custodial feeds. Resource limitations in family offices, power users and outsourced back office. Client feedback on ai tools: not just for data extraction but also portfolio rebalancing; document management. Arqa and PWS in the ecosystem: Arqa focuses on investment and operational workflows, PWS is a data management platform integrating with other systems. Global client demand. Pricing models and ranges. Data security and privacy. Closing remarks.

]]> No 1 1 8 8 Protecting the Family and the Office: BlackCloak, Abacus and Copia Wealth Studios full 047925f2-4d71-495f-92d2-6429569932dd https://share.transistor.fm/s/8cb0cbc8 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: Introductions. Chris Pierson and BlackCloak overview. Michael Sikorsky and Copia overview. Paul Ponzeka and Abacus overview. Explanation of EDR (Endpoint Detection and Response) tools and their role in cybersecurity, comparison with traditional antivirus software. What happened with the CrowdStrike incident? Strategies for protecting client endpoints; diversifying security tools to mitigate single points of failure. 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. Sentinel One vs CrowdStrike. Recommendations for how family offices should handle communication during incidents. Balancing the urgency of releasing security patches with the risk of issues like the CrowdStrike incident. Some of the most common attacks targeting wealthy individuals and family offices (scams, fraud, malware infections, account compromises, etc).

]]> 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: Introductions. Chris Pierson and BlackCloak overview. Michael Sikorsky and Copia overview. Paul Ponzeka and Abacus overview. Explanation of EDR (Endpoint Detection and Response) tools and their role in cybersecurity, comparison with traditional antivirus software. What happened with the CrowdStrike incident? Strategies for protecting client endpoints; diversifying security tools to mitigate single points of failure. 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. Sentinel One vs CrowdStrike. Recommendations for how family offices should handle communication during incidents. Balancing the urgency of releasing security patches with the risk of issues like the CrowdStrike incident. Some of the most common attacks targeting wealthy individuals and family offices (scams, fraud, malware infections, account compromises, etc).

]]> Fri, 26 Jul 2024 04:45:00 -0700 FOTechHub FOTechHub 3571 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: Introductions. Chris Pierson and BlackCloak overview. Michael Sikorsky and Copia overview. Paul Ponzeka and Abacus overview. Explanation of EDR (Endpoint Detection and Response) tools and their role in cybersecurity, comparison with traditional antivirus software. What happened with the CrowdStrike incident? Strategies for protecting client endpoints; diversifying security tools to mitigate single points of failure. 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. Sentinel One vs CrowdStrike. Recommendations for how family offices should handle communication during incidents. Balancing the urgency of releasing security patches with the risk of issues like the CrowdStrike incident. Some of the most common attacks targeting wealthy individuals and family offices (scams, fraud, malware infections, account compromises, etc).

]]> No 1 1 6 6 Streamlining Life & Household Management: Nines & Way2B1 full 27737507-8c3b-4048-8945-6ff4de4f168d https://share.transistor.fm/s/43f82b3f 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: Natasha Pearl interviews Way2B1 - a platform that streamlines life management for families, and Nines - a household management platform.

]]> Thu, 13 Jun 2024 05:00:00 -0700 FOTechHub FOTechHub 3883 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.

]]> No 1 1 5 5 Future Proofing your Family Office: Eton GPT & Summitas full eb2d867e-1819-413c-bc85-6693a7adba49 https://share.transistor.fm/s/ceb64227 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: 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.

]]> Tue, 28 May 2024 04:58:00 -0700 FOTechHub FOTechHub 2740 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.

]]> No 1 1 4 4 Family Office Tech Stack: Collation.AI & SumIt full 839c05a0-a1c2-4c37-815b-8d9a7f28dd3c https://share.transistor.fm/s/dd3063ca 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. Show Summary: Introductions. Founder's journey: Alex. Founder's journey: Tanmai. Markets covered. Relevant metrics: speed to market and time saved. Client base and characteristics. Value prop & use cases. Alex: simple & sophisticated accounting: access, visualisation, consolidation & integrations. Tanmai: aspirin for your data headaches & consistency problems. Room for improvement? Extracting information from PDFs. Competition. Workflow capabilities. Migrating data from Quickbooks. What's next on the roadmap. Pricing. Implementation timescales.

]]> 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. Show Summary: Introductions. Founder's journey: Alex. Founder's journey: Tanmai. Markets covered. Relevant metrics: speed to market and time saved. Client base and characteristics. Value prop & use cases. Alex: simple & sophisticated accounting: access, visualisation, consolidation & integrations. Tanmai: aspirin for your data headaches & consistency problems. Room for improvement? Extracting information from PDFs. Competition. Workflow capabilities. Migrating data from Quickbooks. What's next on the roadmap. Pricing. Implementation timescales.

]]> Wed, 28 Feb 2024 04:52:00 -0800 FOTechHub FOTechHub 3427 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. Show Summary: Introductions. Founder's journey: Alex. Founder's journey: Tanmai. Markets covered. Relevant metrics: speed to market and time saved. Client base and characteristics. Value prop & use cases. Alex: simple & sophisticated accounting: access, visualisation, consolidation & integrations. Tanmai: aspirin for your data headaches & consistency problems. Room for improvement? Extracting information from PDFs. Competition. Workflow capabilities. Migrating data from Quickbooks. What's next on the roadmap. Pricing. Implementation timescales.

]]> No 1 1 2 2 Technology for Trust & Estates and K-1s: Luminary & K1x full 849b1460-1475-4d6b-b791-48ae2f274866 https://share.transistor.fm/s/3700578d 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.

]]> 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.

]]> Tue, 23 Jan 2024 04:53:00 -0800 FOTechHub FOTechHub 3883 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.

]]> No 1 1 1 1 Tech-NEW-logy Institute: Andy Fox Interviews Trusted Family & RSM full 76f53cd8-611f-4fc7-9123-9cbc69bdfe2b https://share.transistor.fm/s/4ac8b409 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.

]]> 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.

]]> Fri, 22 Dec 2023 05:08:00 -0800 FOTechHub FOTechHub 4006 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.

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