The WealthTech Podcast

Matt LaMura, Founder of a Private Cybersecurity Concierge, joins Host Mark Wickersham on The WealthTech Podcast to explain how family offices can defend against business email compromise, shadow AI, and rogue AI agents. Fort is a discreet cybersecurity firm that works almost exclusively with family offices and private investment firms. 
In this episode, Mark and Matt discuss why family offices with large assets attract attackers and why business email compromise keeps working. They cover how left of boom and right of boom thinking shapes a security program. 
What you will learn 
Why family offices face “spray and pray” attacks even without a public profile
How approval thresholds and tuned Microsoft 365 or Google Workspace settings reduce email fraud risk
What left of boom, right of boom, and insurability mean for your program
How to vet vendors through a risk lens
Why vibe-coded apps and shadow AI need security review
How to give AI agents the same guardrails as a new employee
Practical tips you can implement now
📢 Connect with Us:
🔗 *Matt LaMura:* https://www.linkedin.com/in/matthew-lamura-mba-58b26149/
🔗 *Mark Wickersham:*  https://www.linkedin.com/in/markwickersham/  
🔗 WealthTech Podcast:  https://www.thewealthtechpodcast.com/
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...

Cheryl Nash, President of APL at InvestCloud, joins Mark Wickersham to trace 35 years of wealth management evolution and explain why alternative investments and AI are reshaping the industry.

Cheryl walks through the milestones that built today's wealth tech stack, from single-security portfolios to separately managed accounts, unified managed accounts, and now household-level management. She and Mark dig into why private markets remain stuck in a manual, paper-based world. The conversation turns to AI as a potential equalizer for smaller RIAs and lean family offices, the transformation already underway in client reporting, and the risk of a widening talent gap as younger workers enter a tighter job market. 

What you will learn:

✅ How the industry moved from SMAs, to UMAs, and household-level management
✅ Why private markets trading still runs on manual, paper-based processes
✅ How AI is becoming an equalizer for smaller RIAs and lean family offices
✅ Where AI is already transforming client reporting and data personalization
✅ Career advice for the next generation entering wealth management
✅ Why representation and mentorship still matter in closing the gender gap in leadership 
🎥 Watch on YouTube: https://youtu.be/xjxeYcCZM3E

📢 Connect with Us:
🔗 *Cheryl Nash:* https://www.linkedin.com/in/cherylnash/
🔗 InvestCloud APL: https://investcloud.com/managed-account-solutions/
🔗 *Mark Wickersham:*  https://www.linkedin.com/in/markwickersham/  
🔗 WealthTech Podcast:  https://www.thewealthtechpodcast.com/
About Cheryl Nash
Cheryl Nash has spent more than three decades in the wealth management industry and leads the APL business at InvestCloud. Known for her advocacy of diversity and inclusion, Cheryl has held several leadership roles, including CEO at Tegra118 and President of Investment Services at Fiserv. She is dedicated to advancing wealth technology and fostering a strong community in the financial services industry​.
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...

Charmaine Tang, CEO of ORCA Americas, joins Host Mark Wickersham to discuss the hidden operational risks inside modern family offices on The WealthTech Podcast.

The conversation covers the "death audit," a tabletop exercise family offices run to prepare for the loss of a key person before a crisis forces the issue. Charmaine and Mark also trace the rapid shift in family office attitudes toward AI, from cautious wait-and-see to widespread daily use of tools like Claude, and why clean, reconciled data is the real foundation that determines whether AI delivers value or risk.

What you will learn:
✅ How entity management systems such as ORCA fits alongside performance reporting and accounting systems in a family office tech stack
✅ How a "death audit" or key person risk exercise protects a family office from crisis driven decisions
✅ Why family office sentiment on AI shifted so fast, and what that means for governance
✅ How poor data hygiene undermines AI results
✅ Why heavy exposure to private investments and real estate changes a family office's operational needs
✅ What family offices should prioritize now to future-proof their technology over the next three years

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

🎥 Watch on YouTube: https://youtu.be/GTl_51l0_io

📢 Connect with Us:
🔗 *Charmaine Tang:* https://www.linkedin.com/in/charmaine-t/
🔗 ORCA: https://www.withorca.com/
🔗 *Mark Wickersham:*  https://www.linkedin.com/in/markwickersham/  
🔗 WealthTech Podcast:  https://www.thewealthtechpodcast.com/

About Charmaine Tang
Charmaine Tang is the CEO of ORCA Americas, a subsidiary of ORCA AG. Charmaine has over 25 years of experience in finance, as an Investment Banker, Private Banker, and Equity Research Analyst at top global firms covering the Tech, Media, and Retail industries.  Charmaine is based in Dallas and New York.

About ORCA
ORCA's Structure Charts, Entity Management and Regulatory Reporting solutions are the easiest, fastest, and most intelligent way to manage tax, legal, and compliance to-dos. 

We are trusted by family offices, investment companies (PE, VC), trust companies, CPA firms, private client advisors and law firms worldwide.
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...

Alex Goodwin, CEO and Co-Founder of Bridge, joins Host Mark Wickersham to discuss how AI-native technology is transforming post-trade operations for private market investments on The WealthTech Podcast.

This episode breaks down why alternative investments create such heavy operational burdens for family offices and wealth managers, and what it takes to solve the problem at scale.

What You Will Learn:
✅ Why post-trade operations is the biggest unsolved pain point in alts investing
✅ How the alts tech market has evolved through three distinct waves
✅ What "second-mover advantage" means for AI-native platforms
✅ Why DIY AI builds often fail in mission-critical, highly regulated workflows
✅ How firms should prepare their data foundation before layering AI on top
✅ What the future tech stack will look like for family offices

As always, we end the podcast on a personal note with three questions that have nothing to do with WealthTech!
🎥 Watch on YouTube: https://youtu.be/Fg7rBihbJcY

📢 Connect with Us:
🔗 *Alex Goodwin:* https://www.linkedin.com/in/alex-goodwin-4267aa91/
🔗 Bridge: https://www.bridgeinvest.io/
🔗 *Mark Wickersham:*  https://www.linkedin.com/in/markwickersham/ 
🔗 WealthTech Podcast:  https://www.thewealthtechpodcast.com/
🔗 Asseta:  https://www.asseta.ai/

About Alex Goodwin
Alex Goodwin is co-founder and CEO of Bridge. Before founding Bridge, Alex was an investor at Audax Group and Leonard Green & Partners, and Vice President of Corporate Development at Winc, a Bessemer portfolio company. Alex holds degrees from the University of Michigan, Ross and Harvard Business School (Baker Scholar).

About Bridge
Bridge is eliminating the friction of alternative investment management. 

Using AI/ML and modern tech to solve critical pain points, we are saving investment allocators time and money, allowing them to spend more time on their business and less time in it.
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...

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 information is the root cause of most family office breakdowns, and why families need one clear point of coordination instead of scattered advisors working in silos. She walks through how to evaluate outsourced providers on scope clarity, working process, and cultural fit, and why treating a provider as a critical team member changes the outcome. The conversation covers common mistakes advisors make when entering the family office space, the risk of keeping an entire operating system in one person's head, and how to approach technology purchases by starting with the problem, not the product demo. 
Christi also shares the story behind her own podcast, Family Office Success, and the services families often do not know exist.

What you will learn:
✅ Why fragmented information and unclear ownership derail family offices
✅ How to evaluate an outsourced provider on scope, process, and cultural fit
✅ Warning signs that a family office is heading toward chaos
✅ Why keeping key knowledge in one person's head is a hidden risk
✅ How to approach a family office tech stack decision the right way
✅ What advisors get wrong when they expand into family office services

As always, we close the podcast on a personal note with three questions that have nothing to do with wealthtech.
🎥 Watch on YouTube: https://youtu.be/GMobnCXFR5M
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...