Family Office Technology Hub

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 engine...

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, Devia...

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 f...

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, sys...

(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...

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 re...

(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...

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠ ⁠ ⁠⁠our Members Podcast ⁠ or as a ⁠ Video Replay ⁠ 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 Arch...

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠ ⁠⁠our Members Podcast or as a Video Replay Part 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 deployin...

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠ ⁠ ⁠⁠our Members Podcast ⁠ or as a ⁠ Video Replay ⁠ . Part 1 of our podcast miniseries featuring stage discussions from our annual conference, held on 18–19 November 2025. Recorded live. Family office tech is no longer a backwater. Investors who backed Uber, Airbnb, SpaceX, Addepar — plus a 50-year SFO & MFO operator and a fintech strategist rebuildi...

Full Episode is available on our members podcast: ⁠⁠⁠⁠⁠⁠ Listen Here⁠⁠ 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 in...

Full Episode is available on our members podcast: ⁠⁠ ⁠⁠⁠ Listen Here ⁠ 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...

Full Episode is available on our members podcast: ⁠⁠ ⁠⁠ Listen Here 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. Mode...

Full Episode is available on our members podcast: ⁠⁠ ⁠ Listen Here ⁠ ⁠⁠ A 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 sys...

Link to the full episode:⁠⁠⁠ Listen Here ⁠⁠⁠ Detailed show summary available on the ⁠ Episode Page 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...

Link to the full episode: ⁠⁠Listen Here⁠⁠ Detailed show summary available on the Episode Page 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 Fami...

Recorded live at our November 2024 Virtual Tech & Ops Conference, this panel delves into how digitization is transforming life for family offices and UHNW advisors. The discussion covers AI's role in private investment access and management, and how technology is reshaping the future of fund structures versus direct investments. The panel was moderated by Danielle Roseman, MD, Co-Head at Lazar...

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...

Full Episode: ⁠Listen Here⁠ See Detailed Show Summary on the ⁠Episode Page⁠ 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 Hul...

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, a...

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 a...

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 throu...

This is a special episode in the tax track for the Larry Kraus Institute’s family office community. It is a recording of a virtual program presented on June 26th titled: Ransomware: What Family Offices Need To Know, If And When Data Is Compromised.  The moderator was Tony Gebely, CEO of Annapurna Cybersecurity Advisors. The panelists were David Sun who leads the cybersecurity incident response and...

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

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