Before 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 platform doesn’t deliver — or disappears altogether.

The conversation dives into often-overlooked safeguards like source-code escrow, why glossy demos don’t tell the full story, and how peer how peer insight adds critical real-world context to technology decisions. You’ll also hear why systems only work when people actually use them, and how family offices can avoid expensive, hard-to-undo mistakes.

SPEAKERS

Amy Beahm, Director, Private Family Office 

Amy is the Family Office Director for a private family office based out of Bethesda, MD. She has 18 years of experience providing financial and investment reporting, tax planning and estate and wealth transfer strategy services to ultra-high net worth families, working across both single and multi-family offices. She has been instrumental in directing multiple clients through the implementation and maintenance of a carried interest structure and has also guided multiple clients through the implementation of various financial software. Amy earned a Masters in Business Administration and a Bachelor’s degree in Accounting from the University of Maryland, College Park and she obtained her CPA license in the State of Maryland.

Nico Amoroso, VP, IT, Wirtz Corporation 

Nico Amoroso is the Vice President of Technology for Wirtz Corporation, leading digital strategy and innovation across industries including real estate, beverage distribution, professional sports, advertising/media, insurance, and agriculture. He partners with business leaders to deliver scalable, data-driven solutions that boost performance and efficiency. During his tenure, Nico has guided Wirtz through multi-billion-dollar mergers, an ERP transformation, an enterprise e-commerce rollout, and multiple championship seasons. He holds a degree in Management Information Systems from Millikin University and serves on the National Board of Directors for Delta Sigma Phi. Outside of work, Nico is active in community leadership through Chicago’s BUILD organization, his local church, and youth sports. He lives in Palos Heights, Illinois, with his wife, Angie, and their four children.

MODERATOR
Patty Esslinger, VP - Head of Product, Trove Family Office 

With over 20 years of industry experience, Patty leads digital transformation at Trove for a collaborative client experience. At RSM, she launched FamilySight for family offices, and during 16 years at Deloitte, she supported HNW and family office clients in tax and strategy, focusing on tech and streamlined processes. Her passion drives successful business transformation and operational scaling.

⁠⁠For more info check out: ⁠⁠fotechhub.com