In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Shaun Parkin, founder of Hall Road Investments and the voice behind The Family Office Sherpa.

Shaun shares a candid, experience-driven look at why many family offices struggle with governance, technology, and change management—and how small “workarounds” often create long-term risk, inefficiency, and technical debt.

Drawing on his work advising single-family offices across Australia and APAC, Shaun explains:

• Why governance—not portfolio performance—is often the real bottleneck
• How Excel and manual processes quietly undermine oversight and scalability
• What modern family offices should expect from reporting, data, and AI
• Why every family office needs a clear owner for implementation and change

As always we end the podcast on a personal note with Three Questions that Have Nothing to Do with WealthTech.

About Shaun Parkin

Shaun is Principal of Hall Road Investments and has over 20 years of family office focused experience.. Prior to establishing Hall Road, Shaun spent seven years at Boston-based asset manager, State Street Global Advisors where he had numerous roles including Australian Head of Exchange Traded Funds (ETFs) and national head of relationships for Insurance, Endowment, and Family Office clients.

He also held roles in capital markets and middle office with Lonsec, Shaw Stockbroking in Sydney and GLG Partners and JP Morgan in London. He also had a small Mongolian detour which is worth having a chat about.

Shaun is also creator of The Family Office Sherpa, a family office focused podcast and newsletter.

https://www.thefamilyofficesherpa.com/the-podcast

About Hall Road Investments

Assisting Single and Multi Family Office teams looking for an outside view on investments, operations & technology.

About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.

About Parker Ence

Parker Ence is the CEO and Co-founder of Jump AI, the leading Advisor AI solution for financial advisors. Parker is a 4x technology CEO with experience in fintech, data, AI and briefly at Google Cloud AI.

Parker received an MBA from Stanford Graduate School of Business and a bachelors in Economics from the University of Utah.

About Jump Advisor AI

Jump is the industry’s leading advisor AI solution, enabling registered investment advisor (RIA), broker-dealer, and enterprise teams to cut meeting admin by up to 90% while elevating the advisor and client experience. Jump automates meeting prep, note taking, compliance documentation, CRM updates, client recap email, financial data extraction and follow-up tasks, allowing advisors to process meetings in just five minutes – not 60. Jump is made for advisors,100% customizable, deeply integrated with the tech stack and designed with safety and compliance in mind.

About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kartik Srinivasan, President of the Advyzon Institutional.

Kartik shares why Advyzon expanded into the family office segment, what makes Auria different, and how purpose-built workflows, entity modeling, and deeply integrated CRM capabilities are transforming how UHNW firms operate. From the challenges of best-of-breed tech stacks to the hidden costs of weak integrations, Kartik offers a candid look at what truly drives efficiency—and what holds firms back.

The conversation also dives into the AI revolution reshaping wealth management. Kartik explains how agentic AI, document intelligence, and data-rich platforms will streamline alternative investment operations, modernize client reporting, and unlock new levels of productivity.

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

About Kartik Srinivasan

Kartik is President of Advyzon Institutional where he is responsible for developing capabilities to serve the needs of wealth managers serving HNW and UHNW clients. Prior to joining Advyzon, Kartik spent seven years at Schwab where he served as Managing Director of 3rd Party Integrations and Partnerships. Kartik started his professional career at Morningstar, where is served for 12 years in a variety of roles in the advisor software business.

Kartik earned his BBA in Finance and Economics from the University of Wisconsin – Madison and his MBA in Strategy, Entrepreneurship and Economics from the University of Chicago – Booth School of Business. Kartik enjoys traveling, skiing and hiking with his family in his spare time.

About Advyzon's Auria

Providing data-driven insights is essential in guiding clients toward a secure financial future. Family offices face the challenge of addressing complex financial needs while navigating potential risks and delivering clarity in their decision-making process.

Built on Advyzon's proven technology foundation, and elevated with enhanced features and an elegant interface, Auria unifies complex data and sophisticated capabilities in a platform designed specifically for ultra-high-net-worth family offices. By providing a single source of truth for all family wealth data, Auria eliminates fragmentation, simplifying management and empowering family offices with the clarity they need to make informed decisions. The integration of Advyzon's architecture directly addresses the unique challenges of managing significant wealth and Auria sets a new standard for family office technology.

About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.