Shows
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...
2025-06-2135 minFamily 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 minFamily 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 minFamily 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 family investment...
2025-03-0430 minFamily 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, nonprofits...
2025-02-0933 minFamily 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 minFamily 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 minFamily 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 and en...
2024-12-2434 minFamily 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...
2024-12-0318 minFamily 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 minFamily 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 minFamily 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 minFamily 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 05Family 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 minFamily 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.
2024-01-2258 minFamily 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 minFamily 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