Phil Ierard, Co-Founder of multi-family office TOC-23 and 25-year veteran of Fidelity Family Office Services and Eton Solutions, joins host Mark Wickersham to unpack how the family office technology landscape has evolved and where it's headed on The WealthTech Podcast.

Together they cover:
✅ A look back on family office tech
✅ Best of breed vs. all-in-one platforms vs. major pillars
✅ Future Proofing Your Tech Stack
✅ What it actually takes to service ultra-high-net-worth (UHNW) families
✅ Practical AI adoption advice for family offices
✅ Common mistakes firms make when searching for and selecting new technology 

As always they end the podcast on a personal note with three questions that have nothing to do with WealthTech.

About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Asseta AI. 

About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.

To learn more please visit www.asseta.ai

Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.

 The WealthTech Podcast makes no representations as...