The WealthTech Podcast

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: finding and retaining the right talent. 
The conversation covers why family office roles are uniquely complex, how peer-to-peer communities accelerate learning, and why next-generation leadership is reshaping technology expectations.

They also discuss:
✅ Why talent remains the #1 challenge for family offices
✅ The real cost of launching and operating a family office
✅ How technology decisions get made (and why ownership is often unclear)
✅ The growing role of AI — and why adoption is still early
✅ Data privacy concerns slowing AI implementation
✅ How next-gen leaders are driving modernization
✅ The different types of family office structures
✅ Why peer communities are critical for professional managers

And as always we end the podcast on a personal note with Three Questions That Have Nothing To Do With WealthTech. 
About Brian Adams
Brian Adams is a Partner at Mack International. Brian specializes in C-suite executive search and talent strategy, helping single-family offices recruit leadership that aligns with both cultural and strategic needs. He is the host of The Mack Podcast, where he shares insights and trends shaping the family office landscape. 
About Mack International
Mack International is a premier boutique retained executive search and strategic human capital consulting firm that specializes in serving family offices, family enterprises, and wealth and investment management clients on both national and international levels. The firm focuses on C-suite and senior-level executive search, helping ultra-high-net-worth families and their organizations identify and recruit leaders who are not only highly skilled but also a strong cultural fit for each unique client. 
About The Mack Podcast
The Mack Podcast is a show dedicated to exploring the evolving world of family offices, wealth management, and the people and strategies shaping these fields. Hosted by leaders from Mack
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 representatio...

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, operating systems, and true digitization. While many platforms look modern on the surface, much of private markets still rely on fragmented systems and manual workflows behind the scenes.

This conversation covers:
Where private markets are today in the digitization journey
Why legacy systems and narrow solutions fall short
The case for product-agnostic “pipes and plumbing”
Why there won’t be winner-takes-all solution
How  GPs are rethinking digital experience as they expand into wealth channels
Why the future of alternatives is likely decentralized, flexible, and configurable

As always we end the podcast on a personal note with three questions that have nothing to do with WealthTech The Cardiff Edition.
About Gareth Lewis
Gareth Lewis is Founder and Co-Chief Executive of Delio. Before launching Delio, Lewis was a qualified Chartered Accountant and held corporate finance roles at Ernst & Young and Convex Capital. 
About Delio
Delio helps firms maintain complete control of their alternative investments capabilities. Our 'OS approach' enables firms to stay agnostic across product channels while tailoring workflows to their specific needs.

Our white-label operating system (Core OS) leverages configurable, low-code tools and modules to streamline the technologies and workflows needed for compliant, efficient, and scalable distribution and reporting.

Delio's non-conflicted, collaborative approach means we work where you need us—either end-to-end or embedded via API—covering the aggregation, structuring, distribution, administration, and reporting of alternative investments.

Find out more at www.deliogroup.com or email us at [email protected].
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 representatio...

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 the down under edition.
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 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 representatio...

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 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 representatio...

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 info
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 representatio...