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.
Moderator
Dr. Tania Neild, CTO & Owner, InfoGrate
Tania 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 Manager
TMG provides managed IT strategy, support, and cybersecurity services tailored for family offices.

🔹 Elysys – Max Wattel, Managing Director
Elysys offers enterprise-grade portfolio management and accounting, built on Microsoft Dynamics 365.

🔹 Arch – Ryan Eisenman, Co-Founder & CEOArch is a digital admin platform for private investments, replacing spreadsheets with real-time, structured data.

See detailed show notes here
Join our network at FOTechHub.com

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 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 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 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 [email protected].

CORRECTION: FOTechHub Demo Day is scheduled for Tuesday, 20 May (registration will be available soon on our website).

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 OfficeGuests:

• 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 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, and other industries, including art and real estate.

Tamarind Learning⁠ provides a wealth education platform designed for affluent adult learners (18+), covering essential topics like financial literacy, investing, trusts, tax, estate planning, and stewardship to equip learners with the knowledge to manage wealth responsibly.

Foundation Source⁠ simplifies private foundation management with comprehensive support services, enhancing philanthropic impact for families, individuals, and advisors.

Join us for our monthly live Tech-NEW-logy sessions: FOTechHub.com. For questions or connections, email us at [email protected].

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 Lazard Family Office Services. Daniells panelists were: 

Joe Larizza, MD, Data Solutions, iCapital

Full Episode is available on our members podcast: ⁠⁠⁠Listen Here

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 Office
• Sophia Loh, Partner-in-Charge of Family Office Practice at Frank, Rimerman + Co.
• Neil Shapiro, Head of Family Office Practice at TAG AssociatesJoin out Network: ⁠FOTechHub.com

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 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 enhanced transparency, recently acquired by iCapital to advance its data management capabilities.

Fi-Tek Wealth Solutions offers Rockit® Command, a technology platform originally built by the Rockefellers, streamlining multi-generational family office operations and providing comprehensive reporting solutions.

Join us for our monthly live Tech-NEW-logy sessions: FOTechHub.com. For questions or connections, email us at [email protected].

Summary:

(03:48) Speaker introductions

(05:15) RockIt Command Overview: developed by the Rockefellers for family office needs, and its evolution after Fi-Tek's acquisition in 2016

(09:18) Modularization and integration with Fi-Tek's wider wealth platform

(12:19) Implementation challenges: collaboration and co-sourcing

(17:26) Modularization trends and challenges with legacy general ledger systems in family office tech

(20:28) Data Integration for RIAs and family offices, including alternative investment support

(30:11) AltExchange: founding, interoperability, and leveraging AI

(33:55) AltExchange Differentiators

(41:59) iCapital Acquisition: insights into AltExchange’s integration with iCapital for post-investment reporting capabilities

(47:58) Pricing Models

(56:10) Future Roadmaps

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.

Summary 
00:30 Part 1: Tania Neild & Yoni Malchi 


03:15 AI's Evolution: Differentiating traditional machine learning from generative AI, which rose with ChatGPT in 2022.

6:30 Security & Data: Securing gen AI, addressing risks of public data training, and methods like fine-tuning and RAG for proprietary data.

10:40 Applications & Limits: AI's growing but limited ability to process data tasks like balance sheets and general ledgers; improvements in GPT-40's table and diagram processing.

12:50 Security Tips: Virtual private clouds vs on-premises solutions, and guardrails to prevent bias, data leaks, and prompt injection.

15:00 Part 2: Discussion of practical use cases


16:00 Panelists: Amy (single-family office, 30 employees), Tim (multifamily office, 60 employees), and Neil (large organization, 1,000 employees). Three AI Strategies: Co-Pilot; private ChatGPT; integrating AI through the FO’s main operating system.

17:20 AI Use Cases: project management, document handling, bill payments, investment research, presentations, and legal reviews.

18:05 Neil: Built an AI-powered research hub for investment insights and client queries. Focused on adoption through easy wins, with success measured by usage and reduced inquiries.

23:03 Amy: Automated alternative statements processing, saving time and improving efficiency in the spirit of "progress over perfection". Future plans: integrate AI into general ledger and streamline cash management.

28:17 Tim: Automated custodial statement processing with 96% accuracy, reducing time from 8 to 1.5 minutes per statement. Tackled challenges with capital account statements and focused on high-impact tasks.

33:16 Bill Payments: Amy’s team automated OCR-based bill payments, simplifying workflows and improving accuracy. 

36:46 Legal Reviews: Tim’s AI analyzed and summarized legal documents efficiently, indexing 500,000+ documents for better data access.

41:55 Project Management: Neil automated tagging and migration of documents into Box, linking them with Salesforce. Amy used Monday.com and Co-Pilot for CRM projects, meeting notes, and task summaries.

46:58 Change Management: Incremental adoption of AI recording/transcription tools in sensitive settings improved engagement and action tracking. Engage employees to design and adopt new roles with technology.

50:12 Benchmarks: Tim’s AI integrated external benchmark data with internal systems, automating repetitive monthly tasks.

Next Tech-NEW-logy programme, 19 December - Register here

Live seminars by FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute.

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 | FOTechHub⁠

Join our virtual family office tech & ops annual conference, 19-20 November:

Show Summary:

00:00 – Introductions

04:16 – Sean’s opening remarks

05:55 – Haik & Arqa AI: focus on automating data entry and aggregation (capital calls, k1s, custodial statements, etc)

07:26 – Charlie & PWS: data consolidation, reconciliation and analytics

08:22 – Data challenges, complexities of onboarding tech, automating data handling, master investment book of record

12:06 – Data accuracy and efficiency, errors in custodial feeds

16:38 – Resource limitations in family offices, power users and outsourced back office

24:00 – Client feedback on ai tools: not just for data extraction but also portfolio rebalancing; document management

30:04 – Arqa and PWS in the ecosystem

Arqa: focus on investment and operational workflowsPWS: data management platform integrating with other systems

39:11 – Global client demand

47:58 – Pricing models and ranges

52:59 – Data security and privacy

58:19 – Closing remarks

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 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.

The discussion will introduce these companies and their services, and focus on the impact and future implications of the 7/19 CrowdStrike incident on cybersecurity practices for family offices.

00:05 - Introductions 

06:34 - Chris Pierson and BlackCloak overview 

09:13 - Michael Sikorsky and Copia overview 

11:41 - Paul Ponzeka and Abacus overview 

14:00 - Explanation of EDR (Endpoint Detection and Response) tools and their role in cybersecurity. Comparison with traditional antivirus software

19:11 - What happened with the CrowdStrike incident? Strategies for protecting client endpoints; diversifying security tools to mitigate single points of failure 

26:20 - Implications of the CrowdStrike incident for family offices; Importance of multi-layered defense approach, including EDR, MFA, and email security; prioritizing prevention, backup, business continuity and rapid recovery plans

33:00 - Sentinel One vs CrowdStrike

39:51 - Recommendations for how family offices should handle communication during incidents

47:46 - Balancing the urgency of releasing security patches with the risk of issues like the CrowdStrike incident 

50:14 - Some of the most common attacks targeting wealthy individuals and family offices (scams, fraud, malware infections, account compromises, etc)