Shaun Parkin, founder of Hall Road Investments, hosts a lively discussion with Charlie Brown from Private Wealth Systems and Haik Sahakyan from Arqa AI. They delve into the fascinating world of family office technology, highlighting the challenges of data integration and the innovative use of AI to automate reporting processes. You'll learn about the importance of data accuracy, the role of advanced analytics in decision-making, and how evolving tools are reshaping investment management. Their insights offer a glimpse into the future of wealth tech!

In this engaging discussion, Ben Goldman, a family office expert in PR, crises, and media, joins Natalie McVeigh, a family coach and mediator, Shaun Parkin, an investment governance consultant, and John Lueken, a multi-family office executive. They dive into the 2025 trends for family offices, dissecting the push for professionalization and the shift towards impact investing. The panel explores generational influences on wealth management and the vital role of technology, stressing the balance between human connection and digital innovation. A must-listen for future-focused families!