Shows
The Mack PodcastJewelry, Provenance & Portable Wealth: Inside the Luxury Investment MarketIn this episode of The Mack Podcast, we explore the intersection of high jewelry, emotional legacy, and alternative investing. Brian Adams is joined by Melissa Dusenberry, founder of All The Brilliants, and Paris-based high jewelry designer Édéenne for a conversation on how family offices and collectors are increasingly viewing exceptional jewelry and rare gemstones through both a personal and investment lens.The discussion covers everything from provenance, trust, and responsible sourcing to emerging trends in rare colored stones, antique jewelry, and collectible designer pieces. The guests also share insight into how emotional connection, family history, craftsmanship, an...
2026-05-1338 minThe Mack PodcastThe Nuclear Investment Landscape: AI, Energy Demand & InfrastructureAs energy demand accelerates and AI-driven infrastructure reshapes the power landscape, nuclear energy is once again moving to the center of the conversation. In this panel episode of The Mack Podcast, Brian Adams is joined by Ross Matzkin-Bridger, Pete Mathias, and Brian Danielewicz to explore the nuclear investment landscape and what it means for family offices and long-term investors.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by FOTechHub.Learn more about FOTechHub's DemoDay (2nd Edition), taking place on May 19, 2026 from 1:00 - 4:00 PM ET: https://events...
2026-05-091h 08The Mack PodcastPreparing Family Office Leaders for the FutureIn this episode of The Mack Podcast, Brian Adams sits down with Karen Costa and Brett Scola to discuss the evolving demands facing family office leaders and the growing importance of leadership development within the space.The conversation explores the legacy of Tony Wood and the vision behind RSM’s partnership with Cornell University to develop a dedicated family office leadership program focused on governance, decision-making, stewardship, and navigating complex family dynamics. Karen and Brett share insights on the professionalization of family offices, preparing for generational transitions, building trust within family enterprises, and why investing in talent an...
2026-05-0736 minThe Mack PodcastWhere Family Offices Are Finding Opportunity in Multifamily Real EstateMultifamily has been one of the most closely watched sectors in real estate over the past several years.In this panel episode of The Mack Podcast, Brian C. Adams brings together experienced investors and operators to unpack how family offices are thinking about multifamily today—from deployment strategy and market selection to partnerships, leverage, and long-term portfolio construction.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by FOTechHub.Learn more about FOTechHub's DemoDay (2nd Edition), taking place on May 19, 2026 from 1:00 - 4:00 PM ET: https://ev...
2026-05-0150 min
Family Office Technology HubTech-NEW-logy: Tania Neild interviews Stavtar & Atomic InsightsDr. 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 In...
2026-04-1059 min
Family Office Technology HubTech-NEW-logy: Erin Hulse Interviews PCR & AletaErin 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...
2026-03-0959 min
Family Office Technology HubAddepar’s AI Evolution: Redefining Data Intelligence for Family OfficesPart 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 product...
2026-02-1628 min
Family Office Technology HubTech-NEW-logy: Dave Petersen interviews Masttro & AquilanceDave 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 office...
2026-02-021h 00
Family Office Technology HubOwning the Truth: How Family Offices Turn Data into Power(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...
2026-01-2544 min
Family Office Technology HubTech-NEW-logy: Christi Van Rite interviews AgilLink & BridgeThis 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, AgilLink
2026-01-1056 min
Family Office Technology HubBefore You Sign the Contract: Family Office Tech Realities(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 platfo...
2026-01-0341 min
Family Office Technology HubWhat’s Next for Archway? A Conversation with CEO Anthony AbenanteFull 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...
2025-12-2118 min
Family Office Technology HubAI in Action: From Hype to High-Impact ResultsFull 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...
2025-12-1223 min
Family Office Technology HubFollow the Money: Backing the Future of Family Office TechFull 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...
2025-12-0423 min
Family Office Technology HubTech-NEW-logy Institute: Cori Rodda Interviews Asseta & VyzerFull 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...
2025-08-2529 min
Family Office Technology HubTech-NEW-logy Institute: Michael Perez Interviews Advyzon & MantleFull 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. Adv...
2025-06-2235 min
Family Office Technology HubTech-NEW-logy Institute: Tania Neild Interviews TMG, Arch & ElysysFull 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 engineerin...
2025-05-2331 min
Family Office Technology HubIntegrating Systems Optimising Performance Reporting without Compromising AccountingFull 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 n...
2025-04-0726 min
Family Office Technology HubTruewind & LemonEdge – Innovations in Family Office AccountingLink 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 fam...
2025-03-0430 min
Family Office Technology HubFamily Office Tech Stack: Gemma Leddy Interviews Tamarind Learning and Foundation SourceLink 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, n...
2025-02-1033 min
Family Office Technology HubStreamlining Private Investments With TechnologyRecorded 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
2025-01-2121 min
Family Office Technology HubChoosing Your Tech Stack: Insights from Outsourced Family Office Providers (30min Excerpt from Full 1-Hour Episode)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...
2024-12-2427 min
Family Office Technology HubStreamlining Family Office Tech: Insights from RockIt and AltExchange (30min Excerpt from Full 1-Hour Episode)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 a...
2024-12-2434 min
Family Office Technology HubHow Should Family Offices Approach AI? (15min Excerpt from Full 1-Hour Episode)
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 F...
2024-12-0418 min
Family Office Technology HubFamily Office Tech Stack: Financial Reporting, Data Aggregation and AI-Driven Investment ToolsLive 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 virt...
2024-09-1158 min
Family Office Technology HubProtecting the Family and the Office: BlackCloak, Abacus and Copia Wealth StudiosFOTechHub 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.
2024-07-2659 min
Family Office Technology HubFamily Office Threats: RansomwareThis 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...
2024-07-0157 min
Family Office Technology HubFamily Office Tech Stack: Streamlining Life & Household ManagementFOTechHub 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.
2024-06-131h 04
Family Office Technology HubFamily Office Tech Stack: Future Proofing your Family OfficeFOTechHub 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.
2024-05-281h 05
Family Office Technology HubFamily Office Tech Stack: Data Aggregation/Reporting and New Generation General LedgerFOTechHub 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...
2024-02-2857 min
Family Office Technology HubFamily Office Tech Stack: Technology for Trust & Estates and Dealing with K-1sFOTechHub & 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.
2024-01-2358 min
Family Office Technology HubFOTech Bulletin #7 - FO Tech News RoundupPublished 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 Solut...
2023-12-2908 min
Family Office Technology HubFOTechHub & The Larry Kraus Family Office Tech-NEW-logy Institute: Andy Fox Interviews Trusted Family & RSMWelcome 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...
2023-12-221h 06