The WealthTech Podcast

• Cybersecurity for Family Offices, ft. Tony Gebely & Carl Knecht

  Cybersecurity for Family Offices: Protecting Wealth in the Digital AgeIn this episode of The WealthTech Podcast, host Mark Wickersham sits down with Tony Gebely, founder of Annapurna Cybersecurity Advisors, and Carl Knecht, CTO & President of Risclarity, to discuss the critical cybersecurity challenges facing family offices and ultra-high-net-worth families. Key Topics Covered: Why family offices are prime targets for cyber threatsThe biggest cybersecurity mistakes that families makeHow to build a comprehensive cybersecurity programThe importance of vendor risk management and third-party oversightAI-driven cyber threats – deep fakes, phishing scams, and moreHow families can stay proactive and adopt best security practicesTony and Carl provide some great information to help family office executives have greater peace of mind when it comes to protecting the office and the families they serve.About Tony Gebely & Annapurna CybersecurityTony Gebely is the founder and CEO of Annapurna Cybersecurity, a firm specializing in safeguarding the digital assets of successful families and their enterprises. At Annapurna Cybersecurity, Tony leads a team dedicated to delivering comprehensive threat assessments and tailored cybersecurity programs designed to address vulnerabilities across personal, residential, and business environments. His real-world experience working directly with affluent families, combined with strategic partnerships and top-tier expertise across all areas of cybersecurity, positions Annapurna as a trusted advisor in navigating today’s complex digital landscape.About RisclarityThis episode of The WealthTech Podcast is made possible with the generous support of Risclarity. Risclarity brings out the best in best in breed technology for complex family offices and advisors.DisclaimerInformation 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. Annapurna Cybersecurity Advisors is an independent company and is not affiliated with Risclarity.About The WealthTech Podcast:The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham. Each month we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process.

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• Navigating Family Office Tech: Innovation & Change, ft. Rick Higgins & Carl Knecht

  In this episode of The WealthTech podcast, host Mark Wickersham discusses with Rick Higgins and Carl Knecht the evolving technology landscape in the family wealth space. They explore key topics such as the importance of iterative technology adoption, the best-of-breed vs. all-in-one approach, and common mistakes firms make when upgrading their tech stacks.The discussion highlights challenges like data integration, cybersecurity, and change management, while offering practical insights on reporting strategies, vendor selection, and outsourcing. They also touch on emerging trends in AI and machine learning, emphasizing the need for data readiness to leverage AI-driven insights in the future.The episode wraps up on a personal touch as the guests share their favorite spots in Colorado.DisclaimerInformation provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change.About The WealthTech Podcast:The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham. Each month we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process.

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• Global Family Office Insights with Stephen Harris, Family Wealth Report

  In this episode, Mark Wickersham discusses with Stephen Harris:Introduction and overview of the  Family Wealth ReportThe Importance of Industry AwardsRegional Differences in Family Offices across the GlobeTechnology Adoption by RegionFamily Office Struggles with Talent Acquisition & RetentionThe Future of Family Offices and the Impact of Next GenWill Arsenal win it allAbout Stephen HarrisStephen Harris is the founder and Chief Executive Officer of ClearView Financial Media, which was established in 2004. Under his leadership, ClearView has become a prominent publisher in the global wealth management industry, producing regional focused publications including WealthBriefing, Family Wealth Report, and WealthBriefingAsia.Beyond his role at ClearView, Stephen serves on the Advisory Board of The UHNW Institute, contributing his extensive knowledge to the ultra-high-net-worth wealth management community.About ClearView Financial MediaClearView Financial Media Ltd provides concise, accurate and timely professional information to wealth managers, HR executives and their advisors around the globe. Founded in 2004, ClearView has already become the leading provider of news and information to wealth managers and private bankers as well as publishing the number one executive compensation news and analysis service. Family Wealth Report was started in 2009 with a focus on the North American Family Office.  DisclaimerInformation provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change. ClearView Financial Media Ltd. is an independent company and is not affiliated with Risclarity.About The WealthTech Podcast:The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham. Each month we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process.

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• Family Office Data Insights & Trends, Featuring Russ D’Argento FINTRX

  In this episode, Mark Wickersham discusses with Russ D’Argento:Introduction and overview of FINTRXAre Family Office less insular since COVIDFounder’s journeyLatest Data InsightsSize and growth of family office marketsInvestment and technology trends being driven by next genHow being a college athlete impacted his careerWill the Red Sox ever be good againAbout Russ D’ArgentoRuss D’Argento is the Founder & CEO of FINTRX, a leading data intelligence platform for the wealth management and investment landscapes. With a passion for connecting professionals to actionable insights, Russ has grown FINTRX into a trusted resource with 150+ team members supporting over 3,000 financial professionals. A University of Connecticut graduate and former standout on the Huskies baseball team, Russ enjoys fishing, golfing and boating with his golden retriever, Fin.​About FINTRXFINTRX is a unified data and research platform offering comprehensive intelligence on 850,000+ financial institution and advisor records. Designed to help industry professionals map the global wealth management ecosystem, FINTRX provides insights on over 70,000 financial entities—including family offices, RIAs, broker-dealers, endowments, foundations, and advisor wealth teams—and 750,000+ associated reps and key contacts. ​With AI-powered tools, 375+ advanced search filters and customizable workflows, FINTRX enables seamless tracking of allocation trends, in-depth investment analysis, relationship mapping and much more.​About The WealthTech Podcast:The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham. Each month we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process.

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• Current and Future State of The Family Office Industry, with Jon Carroll & Liz Loulan

  In this episode, Mark Wickersham discusses with Jon Carroll and Liz Loulan:Rumors of Jon’s RetirementThe Family Office ProjectAbout Jon Carroll + FamilyReputational RiskValue of Using a ConsultantWhen Family Offices Should OutsourceThe Importance of BenchmarkingTechnology TrendsArch of the MFO IndustryPersonal Travel QuestionsAbout Jon CarrollJon Carroll is a family office expert and veteran who has spent over 30 years advising hundreds of family members, family business owners, trustees, and family office executives on how to grow, improve, transform, and govern their single family office. In 2023 Jon received the PAM Lifetime Achievement Award. Jon’s sole focus is strategic business advisory to family offices. When he’s not helping families, Jon enjoys exploring his new hometown of Lisbon, Portugal, traveling Europe with his wife and spending time with his granddaughters.Liz LoulanLiz Loulan has over a decade experience held diverse marketing, communications and sales roles in global firms, small companies, and higher education, predominantly with a focus on family-run businesses. She has worked at Family Office Metrics and well as EY.When not working, she’s likely reading books, hanging with the kiddo, guerrilla gardening, or taking long walks with friends.About Jon Carroll + FamilyJon Carroll + Family is a boutique advisory firm supporting the family office industry. Founded by family office veteran Jon Carroll and his daughter Liz Loulan They focus on supporting family enterprises through strategic advisory, board memberships and marketing.About The WealthTech Podcast:The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham. Each month we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process.

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  46:34

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