Family Office Technology Hub

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠⁠⁠Listen Members Podcast or as a Video ReplayFamily 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 fix the alt-data problem and feed it directly into their accounting platform, Archway. The third combines point tools, automation, and LLMs to generate code, close reporting gaps, and standardise investment processes.We examine what drives these choices: security posture, ROI, and internal capability—and whether AI is reducing work or reshaping it. An audience poll shows most offices are doing exactly this: running both Copilot and ChatGPT rather than picking a single winner. Three approaches, three philosophies—a clear snapshot of where AI adoption in family offices stands today.Recorded live at the FOTechHub Annual Family Office Tech & Ops Conference, 18 Nov 2025.SPEAKERSJoe Donovan, Vice President of Operations, CYMI Holdings Joe leads the finance, technology, and operations functions at CYMI Holdings, the family office serving three generations of the Mathile family. His teams provide the accounting, reporting, and organizational infrastructure that support both the family’s business and philanthropic endeavors. He also helped establish CYMI Trust Company, which serves the fiduciary needs of the family’s trusts. Joe is particularly interested in how emerging technologies—especially AI—can enhance decision-making, improve efficiency, and reshape the way complex, multi-generational family offices operate.Sharon Li, COO, Spindrift Management Sharon Li is Chief Operating Officer at Spindrift Management, a New York–based family office. She oversees operations, tax, accounting, and reporting, and supports investment due diligence and asset management. Previously, she was Vice President and Chief Compliance Officer at HighBrook Investment Management, and earlier held senior roles in private equity at Goldman Sachs Asset Management and Morgan Stanley.Daniel Amberger, CTO, Single Family OfficeDaniel Amberger is the Chief Technology Officer of a global single-family office, where he has led technology strategy for the past five years. With over 11 years at the organization, he has supported its growth from a 50-person US-based team to a 200+ employee enterprise with multiple international offices. Daniel focuses on leveraging AI and automation to drive innovation and scalability across the business.MODERATOR: Tania Neild, CTO & Owner, InfoGrate Dr. Neild consults on complex issues in ledger systems, security attributes, and tax accounting, aligning tech with business needs for compliance and security. As CTO and COO of Private Client Resources, she built a $6B asset-tracking platform and co-founded EnvestNet. She holds a PhD in computer engineering and began her career at the NSA.⁠⁠For more info check out: fotechhub.com

Full Episode is available on our members podcast: ⁠⁠⁠⁠⁠⁠⁠Listen Here⁠⁠Family 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: this “small” vertical is about to become the operating layer for serious wealth.Recorded live at the FOTechHub Annual Family Office Tech & Ops Conference, 18 Nov 2025.SPEAKERSNihal MehtaGeneral Partner, Eniac Ventures At Eniac, we call Nihal the human Rolodex—he’s built thousands of connections with the world’s top companies and brands, often the hard way. Since 1999, he’s founded five startups: Philly2nite → UrbanGroove → Chapter 7 bankruptcy; ipsh! → acquired by Omnicom (NYSE: OMC); buzzd → LocalResponse → acquired by BlueCava. The scars are real, and so are the stories. Nihal began investing early, spotting breakout companies like AdMob (acquired by Google), Alloy, Brightwheel, Tala, and Uber. Today, he and his wife are active angel investors and LPs, backing nearly 100 underrepresented founders and fund managers.Billy StimpsonCo-Founder & CEO of Bienville Capital Billy is Co-Founder and CEO of Bienville Capital, a New York based multi-family office and asset management firm. His family has a 153 year old operating business and has managed a family office for 50 years. Billy oversees portfolio construction and client relationships at Bienville. Previously he traded equity derivatives at Deutsche Bank, JP Morgan and BayCrest. He is a Board Member of Cedar Creek Land & Timber and T.R. Miller Mill Company. He graduated from Vanderbilt University.Harsh GovilPartner, Motive Ventures Harsh Govil is a Partner on Motive Ventures’ investment team in New York, focused on payments, AI, wealth and vertical applications. He leads deals and supports portfolio companies, with board roles across the Motive portfolio. Previously, he helped build Embedded/Capital and was a Principal at FinLeap, after starting in Morgan Stanley’s Investment Banking Division. INSEAD MBA; Stanford MA and BA.MODERATOR: Tania NeildCTO & Owner, InfoGrate Dr. Neild consults on complex issues in ledger systems, security attributes, and tax accounting, aligning tech with business needs for compliance and security. As CTO and COO of Private Client Resources, she built a $6B asset-tracking platform and co-founded EnvestNet. She holds a PhD in computer engineering and began her career at the NSA.⁠⁠For more info check out: fotechhub.com.com⁠

Full 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 previous roles at PwC and SEI Family Office Services.VyzerRepresented by Litan Yahav, Co-Founder & CEOVyzer is an AI-powered wealth-tech platform built for high-net-worth individuals and their advisors to simplify, track, and optimize complex private wealth portfolios. It transforms fragmented financial data into actionable insights through a holistic, digital-first experience. Vyzer offers a comprehensive financial dashboard, automated tracking for traditional and alternative investments, advanced cash flow planning, and document analysis.Asseta AIRepresented by Dean Palmiter, CEO & FounderAsseta AI is an, all-in-one platform for family offices, replacing spreadsheets and disconnected tools. It handles general ledger, accounting, bill pay, banking, consolidations, document management, investment performance, data aggregation, reconciliation, and analytics. Its built-in AI adapts to your workflow to streamline multi-entity financial management.See the show page ⁠⁠here⁠⁠Join our network at ⁠⁠FOTechHub.com⁠

Full 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. AdvyzonRepresented by Kartik Srinivasan, President, Advyzon InternationalAdvyzon provides comprehensive wealth management technology, as well as investment solutions, for independent financial advisors, financial professionals, and financial institutions. Auria is a new offering from Advyzon that combines portfolio management, customizable performance reporting, trading and rebalancing, web portals, mobile app, CRM, billing, and secure document storage for wealth managers and family offices. It is built to handle the complexities of UHNW clients, including entity management, fractional ownership, and the handling of alternative investments.MantleRepresented by Amar Varma, Co-Founder & CEOMantle is an end-to-end automation platform purpose-built for Limited Partners managing private fund investments. It streamlines document and workflow management, replacing manual processes and legacy systems with modern infrastructure tailored to the unique needs of family offices and institutional investors. Mantle brings transparency, control, and efficiency to the management of private market data.See detailed show notes hereJoin our network at FOTechHub.com

Full 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 engineering.Featured Platforms & Speakers🔹 TMG – Christopher Tepper, Family Office Practice ManagerTMG provides managed IT strategy, support, and cybersecurity services tailored for family offices.🔹 Elysys – Max Wattel, Managing DirectorElysys offers enterprise-grade portfolio management and accounting, built on Microsoft Dynamics 365.🔹 Arch – Ryan Eisenman, Co-Founder & CEO . Arch is a digital admin platform for private investments, replacing spreadsheets with real-time, structured data.Detailed show summary available on the ⁠⁠Episode PageJoin our network at FOTechHub.com

Full 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 network: ⁠⁠FOTechHub.com⁠

Link 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 pools.Truewind, based in San Francisco, develops an AI-powered accounting platform that automates routine tasks and streamlines monthly close processes with top-tier data security. Its AI agents handle data categorization, documentation, and client follow-ups, freeing accountants to focus on strategic work.Trusted by firms like EisnerAmper and fast-growing companies such as Wefunder and Mozart Data, Truewind is backed by industry leaders including Thomson Reuters Ventures, Y Combinator, and Fin Capital.LemonEdge is a next-generation fund accounting, management and reporting software for private markets. Our state-of-the-art accounting engine is purpose-built for private markets firms battling complexity and searching for efficiency. With event-driven transactions, multi-ledger management and process automation, it makes the complex, simple and the time-consuming, efficient. Say goodbye to multi-entry, multi-ledger bookkeeping and countless offline processes and hello to the future of fund accounting.Join us for our monthly live Tech-NEW-logy sessions: FOTechHub.com. For questions or connections, email us at info@fotechhub.com.CORRECTION: FOTechHub Demo Day is scheduled for Tuesday, 20 May (registration will be available soon on our website).

In a thought-provoking conversation, Kirby Rosplock, CEO and Founder of Tamarind Learning, shares her insights on wealth education for affluent adults. She discusses the importance of financial literacy, estate planning, and trusts, highlighting how tailored educational resources can empower families to manage their legacies. The chat also touches on the value of community learning and how technology enhances philanthropic efforts, ultimately guiding families through complex financial decisions while preparing future generations for responsible wealth stewardship.

Discover how digitization is revolutionizing private investments for family offices and ultra-high-net-worth advisors. The discussion reveals AI's pivotal role in enhancing investment management and accessibility. Experts delve into the complexities of evolving fund structures and the rising trend of semi-liquid funds. Learn how technology streamlines investments, helping general partners optimize efficiency and navigate the changing financial landscape. This engaging panel highlights the balance between innovation and the need for human oversight in an increasingly tech-driven world.

In this insightful discussion, Patty Esslinger, VP & Head of Product at Trove Family Office, shares her expertise on the importance of a strategic roadmap for vendor selection and long-term tech planning. Neil Shapiro, Head of Family Office Practice at TAG Associates, offers fascinating case studies on successful tech stack implementations, balancing innovation with budget constraints. The guests emphasize navigating legacy systems and the critical role of cybersecurity in sustaining technology investments.