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.

In this episode of Mark Wickersham sits down with Michael Thrasher, Founder of Modus News, to unpack why independent media matters in the family office ecosystem.

Michael shares his founder journey from Institutional Investor to launching a bootstrapped newsletter built for family offices—not about them. The conversation explores the shifting media landscape, the attention economy, accountability journalism, and how technology (including AI) is reshaping family office operations without replacing the human element.

🎥 Watch on YouTube: https://youtu.be/IYxo3kRxeRE

About Michael Thrasher
Michael Thrasher is the founder and editor of Modus, a weekly newsletter for family-office professionals. Modus is also an independent media company, empowering it to do impartial and assertive journalism. Thrasher was previously a senior reporter at Institutional Investor magazine and is based in New York City.

About Modus News
Modus is a new independent media company that publishes a weekly newsletter, short and long-form articles, opinion essays, and more for family-office professionals. For more information visit - https://www.modus.news/

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.

AI, Data, and the Modern Family Office

In this episode of The WealthTech Podcast, Mark Wickersham sits down with Dean Palmiter, CEO and Co-Founder of Asseta AI, to explore how AI, purpose-built accounting, and unified data architecture are reshaping the modern family office.

Dean shares how Asseta AI is redefining the accounting core for multi-entity family offices, solving a long-standing challenge — fragmented data, spreadsheets, and legacy systems that simply weren’t built for the complexity of private wealth.

They dive into the difference between AI hype and true AI-native architecture, why good data is the oxygen for meaningful AI outcomes, and how the future of family office technology will blend platform strength with open ecosystem integration. Dean also opens up about his founder journey, from two people and 150,000 lines of code to dozens of family offices.

🎥 Watch on YouTube: https://lnkd.in/eQuPG_XF

About Dean Palmiter

Dean Palmiter is the CEO and Co-Founder of Asseta AI, The Intelligent Family Office Suite™, transforming how wealth organizations manage relationships, data, and decisions. With a background spanning technology, finance, and sales, Dean brings a multidisciplinary perspective to modernizing the private wealth ecosystem.

About Asseta AI

Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. The platform replaces error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance. Asseta AI empowers family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.

For more information, visit www.asseta.ai

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.

The LP Dilemma: How AI is Shaping Multi-Asset Class Investment Management for Family Offices and OCIOs.

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Charles Anselm, CEO and Co-Founder of OSYTE, an AI-enabled multi-asset investment and liquidity management platform built for the world’s most sophisticated allocators — family offices, outsourced CIOs, and institutional LPs.

Charles shares how his experience as Head of Portfolio Management at a $5B OCIO led him to found Osyte and address one of the industry’s biggest gaps: unifying fragmented investment data and workflows across public and private markets. From tackling liquidity challenges and capital call automation to enabling real-time portfolio oversight, Osyte is redefining how LPs manage complexity at scale.

The conversation explores how AI is evolving from generative to agentic, moving beyond data extraction and document summarization to orchestrating real investment workflows — automating tasks like rebalancing, capital calls, and liquidity planning. Charles explains why agentic AI will transform operational efficiency while maintaining the “human-in-the-loop” that ensures trust and accountability.

Listeners will gain insight into:

• The missing infrastructure layer for multi-asset allocators
• How AI is reshaping liquidity management and capital call forecasting
• The platform vs. best-of-breed debate — and why interoperability is key
• The future of agentic AI in front-office investment decision-making

From practical innovation to philosophical reflections on technology’s role in the next generation of investors, this episode offers a rare founder’s perspective on the intersection of AI, investment operations, and the future of wealth management.

🎥 Watch on YouTube: https://youtu.be/oDsppuqOkjw

About Charles Anselm

Charles is an engineer, investment manager and entrepreneur who founded Osyte, with the vision of making human machine collaboration in investment management a reality. Prior to Osyte, Charles worked with pension funds, endowments, foundations, and financial institutions globally for 15 years as an investment strategist, portfolio manager and outsourced chief investment officer (OCIO).

About OSYTE

OSYTE is a multi-asset investment technology platform tailor-made for multi-family offices, outsourced CIOs, and multi-asset allocators investing across public and private markets. OSYTE provides scalable technology infrastructure for total portfolio monitoring of liquid public markets, semi-liquid alternatives, and illiquid private markets.

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 Ryan Kerry, CEO of Knowledger, to explore one of the biggest challenges facing family offices today — connecting investment data to the general ledger.

Ryan shares his journey from founding Accusource to building Knowledger and dives into practical insights on outsourcing strategy, vendor selection, and the trade-offs between all-in-one and best-of-breed technology. He also unpacks the complexities of data aggregation, AI-driven statement scanning, and how flexible data design can transform accounting operations.

Discussion Topics Include:
✅ Ryan's Founder's Journey
✅ Solving Data Integration Challenges
✅ Outsourcing Considerations for Family Offices
✅ All-In-One vs. Best of Breed TechnologyConsiderations
✅ Integrating Investment Data into General Ledger & Smart Chart of Account Design

🎥 Watch on YouTube: https://youtu.be/FNJheV6-IKM

About Ryan Kerry

In the late 1990s, Ryan initiated his investment technology career at Advent software. Advancing through roles at Advent, he later joined SEI to oversee their outsourced investment management. With a knack for data management and client service, he established Accusource in 2008, specializing in white-glove operations for family offices and RIAs. Addressing the challenge of transferring investment data to GLs, Ryan founded KnowLedger in 2020. Based near Philadelphia, he harmonizes family life with his love for bicycling.

About Knowledger

KnowLedger is a data service that moves data from portfolio accounting systems, banks, institutions, and custodians with a rules-based approach that ensures accuracy, completeness, and data confidence into the general ledger system. The type of firms we work with today: family office, multi family office, non profit, and endowments.

Our team works closely with you to establish mappings and data flow, then oversees the recurring movement of the data from your data source(s) to your general ledger.

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 Arnaud de Coninck, Chief Revenue Officer at Trusted Family, to explore how multigenerational families are using technology to strengthen governance, communication, and engagement.

Arnaud shares the story behind Trusted Family — a platform built by and for family businesses — and explains how it helps over 200 families across 30 countries operate more efficiently, communicate securely, and prepare the next generation for leadership

Key takeaways include:
✅ Why preparing the senior generation is the first step in next-gen readiness
✅ The digitization of family offices
✅ Pillars of good goverence
✅ How preparing the next gen starts with the current gen
✅ Changing expectations families have for their family office

🎥 Watch on YouTube: https://youtu.be/T41GqdoZ9iM

About Arnaud de Coninck

Arnaud is Chief Revenue Officer at Trusted Family. Arnaud has developed a deep understanding of both the Family Business & Family Office space. Having worked with hundreds families worldwide, he has supported the growth of a technology platform that focuses on helping professionalize the operations of family governance through a purpose-built SaaS solution.

About Trusted Family

Trusted Family is the world’s leading digital hub for family businesses and family offices, designed to secure sensitive information, streamline communication, and facilitate decision-making. Beyond technology, we empower 200+ families with data-driven insights, expert knowledge, and access to an exclusive community of international, like-minded peers—connecting virtually and in person.

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.