The WealthTech Podcast

The Hidden Risks in Family Office Services (And How to Avoid Them)

Christi Van Rite, Founder and CEO of White River Consultants, joins Host Mark Wickersham to discuss family office operations, outsourcing, and technology decisions for ultra-high-net-worth families on The WealthTech Podcast. Christi shares hard-won lessons from nearly a decade of running an integrative family office.

Christi explains why fragmented inf...

In this episode of Host Mark Wickersham sits down with Frank Tumminello, CEO and Co-Founder of FileForms, a software platform built to help family offices stay compliant with entity state and federal filing requirements.

Frank and Mark dig into the operational chaos that many family offices face when managing dozens of entities: fragmented vendor relationships, unclear roles and responsibilities, and a heavy reliance on spre...

Why Your Advisor's 'Weekend AI Project' Should Worry Compliance

Host Mark Wickersham sits down with Adrian "AJ" Johnstone, Co-Founder and CEO of Practifi for a candid conversation on what's real and what's noise in wealth tech AI right now.

AJ calls himself an "AI realist," and this episode backs that up. He and Mark dig into the CRM versus note-taker debate through a simple lens: every piece of technology is either a...

Phil Ierardi, 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
✅ W...

Host Mark Wickersham brings back Sue McDermott of Addepar to revisit the state of family office technology and dig into what's actually changed.

This episode covers:
✅ Why the "best-of-breed" mentality has evolved into a hub-and-spoke model
✅ The persistent IBOR-to-ABOR data challenges 
✅ How data quality and integrity have improved
✅ The case against QuickBooks for family offices 
✅ Where real progr...

On this episode of Host Mark Wickersham sits down with Tom Nicholson of Aleta to unpack the democratization of family offices and what it takes to run one well today. The conversation covers why families stay stuck on Excel too long, what makes the COO or CFO role so critical, and the common mistakes new family offices make when standing up their structure.

We cover:
✅ The democratization of family offices and the shrinki...

Host Mark Wickersham sits down with Tanmai Sharma (Founder & CEO) and Sinan Biren (CRO) of Collation AI to dig into what a truly modern tech stack for family offices and RIAs looks like in 2026.

In this episode:
✅ Why the traditional SaaS model is broken for family offices
✅ What it actually means to own your data
✅ Vibe coding
✅ The best-of-breed approach vs. all-in-one platforms
✅ Why the golden age of...

Lessons learned on how advisory firms can scale through smarter systems vs bodies.

Host Mark Wickersham sits down with Jeff Rusin, Co-Founder of Advisor Tech Partners, to talk about scaling advisory firms through smarter systems, not more headcount.

In this episode:
✅Why most RIAs are stuck in reactive, manual chaos
✅How to build a CRM that actually works for your firm
✅Workflow automation and SOPs that crea...

Your host Mark Wickersham is joined with Jacco de Bruijn and Mohamed Elzomor, co-founders of Nines. Jacco and Mohamed pull back the curtain on how ultra-high-net-worth families manage their homes, staff, and properties — and why even billionaires are still doing it out of WhatsApp threads and binders.

🎥 Watch on YouTube: https://youtu.be/Yp3Zzx0z8uk

In this episode we cover:
✅The "wealth spiral": Why buying ...

In this episode of  host Mark Wickersham, Director of Startegic Partnerships at Asseta AI, sits down with Kelly Wagman, Director of AI Strategy at Cresset. Together they explore what it really takes to adopt AI safely, strategically, and effectively inside a wealth management firm.

In this episode, we cover:
✅Why giving employees access to approved AI tools is a security best practice
✅ How to build an AI policy t...

 Modernizing the Family Office Without Losing the Personal Touch 

In this episode, Mark Wickersham sits down with Danielle Klimek, COO of a single-family office, to explore what really happens behind the scenes of family office operations. Danielle shares how she transitioned from the vendor side to running a family office, the realities of small teams managing big complexity, and the ongoing debate between all-in-one vers...

Artificial intelligence is rapidly reshaping wealth management, and few areas are seeing bigger gains than advisor productivity.

Host Mark Wickersham sits down with Mark Gilbert, Co-Founder & CEO of Zocks, to discuss how AI is transforming the advisor t ech stack from meeting notes to client growth.

🎥 Watch on YouTube: https://youtu.be/jVFIzE88HrU

In this episode, we cover:
✅How AI is saving advisors ...

What are the Cybersecurity Best Practices for Family Offices?

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Warren Finkel of Omega Systems to break down the rapidly evolving cyber threat landscape—and what family offices must do to protect themselves.

With over 57% of family offices experiencing cyberattacks and many still lacking dedicated security budgets, the risks are higher ...

AI is moving fast in wealth management, but most Advisors still aren’t ready

In this episode of The WealthTech Podcast , Host Mark Wickersham sits down with John O’Connell, Founder of The Oasis Group, to break down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure. 

From dirty data and disconnected systems to the rise of AI-first platforms, this conve...

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Mike Muniz, Chief Strategy Officer at Canoe Intelligence, and Dennis Mangalindan, Director of Family Office Sales, to discuss one of the most persistent operational challenges in the family office world: managing alternative investment data.

Together they explore how technology, AI, and automation are transforming the way family offices manage private mar...

What does it really take to build, staff, and modernize a family office?

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Brian Adams, Partner at Mack International, to explore the people side of family offices.

Brian shares insights from working with single-family offices across the country, helping them hire C-suite leaders and navigate one of the biggest constraints in the industry: fi...

In this episode of The WealthTech Podcast, host Mark Wickersham speaks with Gareth Lewis, Founder and Co-Chief Executive at Delio, about the state of private markets technology today and the infrastructure that will be needed if the market continues to grow.

Gareth explains why the industry’s first wave focused on product access and point solutions, and why the next phase is about something deeper: infrastructure, oper...

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 ad...

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Parker Ence, CEO and Co-Founder of Jump, to explore how AI is transforming the advisor meeting lifecycle—from preparation to follow-up and beyond.

Parker shares Jump’s founder journey, why advisor meeting notes became one of the fastest-adopted AI use cases in wealth management, and how advisors are reclaiming 1–3 hours per day b...