In this episode of Founders, Future, with host Ammar Elm, we sit down with Ethan Bonar, founder of CFO Family Reporting, who shares his journey from investment advising to solving a critical pain point for ultra-high-net-worth families: data sovereignty. Ethan reveals how his company helps families and single-family offices reclaim ownership of their financial data through customized, software-agnostic solutions—bridging the gap between complex systems and actionable insights. With candid reflections on his 20+ year career, Ethan explains why traditional wealth management models fail these families and how his approach empowers them with control, privacy, and scalability.

Ethan dives into the art of positioning oneself as an industry expert (despite his aversion to writing!) and why organic thought leadership outperforms traditional marketing in his niche. He also shares wisdom on balancing ambition with life’s priorities, the pitfalls of scaling too quickly, and his vision for automating processes without sacrificing the personal relationships at the core of his business. Whether you’re a service provider, entrepreneur, or simply curious about the future of wealth management, Ethan’s insights on solving "invisible" problems are invaluable.