FOX Winter Technology and Cyber & Security Days - February 8-9, 2023

Overview

Wednesday, February 8, 2023 - 9:00am to Thursday, February 9, 2023 - 4:00pm

All times listed are in U.S. Central time.

The FOX Winter Technology and Cyber & Security Days is an event during which our Technology and Cyber & Security Resource Partners will present directly to the FOX membership. The focus of this event is to hear from a variety of risk management solutions in cyber, personal, and physical security as well as technology solutions in a combination of areas such as philanthropy, investing, accounting as well as many others.

FOX resource partners will showcase a combination of Thought Leadership Presentations, Panel Discussions, and Solution Demonstrations to give members a thorough and current understanding of the many advancements available to optimize their offices.  

About the Event

Take advantage of the opportunity to:

  • Hear from leading experts within the risk management and security industry, focusing on how cyber, physical, and personal security will continue to evolve and integrate within the everyday life of wealth owners and the offices that serve them.
  • Learn about family office industry technology solutions and services through panel discussions, demonstrations of product updates, and thought leadership presentations
  • Connect with peers facing the same challenges as you

Who Should Attend

The FOX Winter Technology and Cyber & Security Days event is open to all FOX members and is included with your membership.

Access Instructions

Please stay tuned for a full event agenda to be announced.  Virtual access instructions and link for the event will be emailed to registrants on 2/7/23.

Location

Virtual Event  --
United States
  • Agenda
  • Speakers
  • Partners

Wednesday, February 8, 2023

All times are U.S. Central Time
   
10:00 am

Summitas

Joelle Forster, Director, Strategic Growth, Summitas
Bill Wyman, President, Family Office Services, Summitas 

   
10:50 am Break
   
11:00 am Eton Solutions
   
11:50 am

Lunch Break

   
1:00 pm

Deviate Consulting

Erin Hulse, Founder, Deviate Consulting 

   
1:50 pm

Break

   
2:00 pm

Masttro

Evaristo Garcia, Managing Director, Latam, Masttro

   
2:50 pm Break
   
3:00 pm

Entole

Christian Grupp, Co-Founder and CEO, Entole
Erin Hulse, Founder, Deviate Consulting

   
3:50 pm Break
   
4:00 pm

360 Privacy Presentation: Introduction to Digital Privacy

This session will demonstrate how personally identifiable information is collected and sold within the United States, ways in which it can be exploited. They will discuss risk management tactics and techniques one can implement, at the personal level, to reduce their digital signature online.

Tom Aldrich, Partner, 360 Privacy 
Trinity Davis, Partner, 360 Privacy

   
4:50 pm

Day 1 Concludes

   

Thursday, February 9, 2023

   
9:00 am

RSM

Randy Abeles, Partner, Tax Services, RSM 
Gianna Kubiak, Manager, Risk Consulting, RSM 
Maddie Lazas, Senior Associate, Security and Privacy Risk Consulting, RSM
Thomas Turner, Director, Technology Consulting, RSM

   
9:50 am Break
   
10:00 am

Giving Place Presentation: Exploring Case Studies in Family Office Philanthropy Programs

In this session Giving Place plans to cover the crucial role philanthropy plays in families and family offices. They will outline how advisors can support families in this area and will identify common themes and challenges we see with family office philanthropy programs. 

Paul Lussow, Co-Founder and CEO, Giving Place
Julia B., CFP, Associate Family Wealth Advisor for Multi-Gen Single Family Office

   
10:50 am Break
   
11:00 am

Sage

Karen Hays
Sarah Page
, Solution Consultant, Financial Services, Sage

   
11:50 am

Lunch Break

   
1:00 pm Addepar
   
1:50 pm

Break

   
2:00 pm

Private Wealth Systems

Craig Pearson, CEO, Private Wealth Systems

   
2:50 pm Break
   
3:00 pm

SEI

   
3:50 pm Break
   
4:00 pm Arch
   
4:50 pm

Day 2 Concludes

   
   
   
As of January 31, 2023

 

 

 

Presenters

Randy Abeles
Partner, Tax Services, RSM 

Randy has national business development responsibilities for the private client service practice. He has over 40 years of tax and personal financial planning experience. Randy is an MST, who advises senior executives, owners of highly successful privately held businesses and other significantly high-net-worth investors. He works extensively with high-net-worth individuals and families, service organizations and closely held companies, providing guidance through tax regulations.

Randy is very experienced in a number of key areas of personal financial planning. He uses his knowledge as an individual tax specialist combined with his background in all areas of alternative investments to help high-net-worth individuals and families. Randy advises his clients regarding issues such as business succession, estate planning, charitable giving and intergenerational family wealth.

Randy counsels his clients regarding areas of asset protection. He incorporates many sophisticated asset protection strategies including the use of insurance, entity planning and the establishment of offshore trusts. Randy counsels his clients on all their financial matters and helps them maximize their opportunities for growth while preserving wealth for future generations and charitable intentions.

Randy’s expertise includes such projects as individual tax preparation for high-net-worth individuals, due diligence on real estate investments for investors and providing partnerships with assistance on complex transactions. He structures new ventures and offers his significant experience in introducing clients to creative financing avenues.
 

Tom Aldrich
Partner, 360 Privacy

Tom Aldrich is a Certified Ethical Hacker and partner at 360 Privacy, working predominantly with private families, family offices, and corporations. Tom came to 360 after having worked at Goldman Sachs as a private wealth advisor. Prior to Goldman, he served in the US Army for 8.5 years as a Green Beret and functioned as both a communications and intelligence subject matter expert. Tom deployed overseas four times in support of Operation Enduring Freedom.
 

Trinity Davis
Partner, 360 Privacy

Prior to joining 360 Privacy, Trinity Davis spent 17 years in Protective Services. He served as the Manager of Protective Operations for a Private Family Office based out of Silicon Valley before becoming the Director of Protective Services for Robinhood, where he was responsible for all executive protection, residential security, system security design, integration, operation, and implementation. Like most Partners at 360 Privacy, Trinity served in the Armed Forces as both US Army Infantryman and Military Police Investigator. 
 

Joelle Forster
Director, Strategic Growth, Summitas 

Joelle joined the Summitas team in the summer of 2021, bringing with her a background in Commercial Real Estate Investment Sales, Leasing and Management on behalf of HNW clients, REAs and corporate entities. Through her understanding of HNW clients and their advisors of many types, she has applied her knowledge and skill set to develop powerful solutions in support of business operations and client experiences alike. She studied Business Management at the University of North Florida. 
 

Evaristo Garcia
Managing Director, Latam, Masttro

Evaristo Garcia has 15+ years of experience in the banking and wealth management industries. He previously worked in Private Banking and Family Office. He has been a key member of Masttro since inception, implementing product strategies & developing the LatAm market.
 

Christian M. Grupp
Co-Founder and CEO, Entole

Christian started his career enabling the growth and scaling of small and medium size businesses through technology and operations. He is a firm believer in consistent effort throughout any project lifecycle and brings a personal flare for the cutting edge, precise, and personalized to each one of his initiatives. Over the years, he has accumulated a wealth of diverse skill sets and abilities, with a particular focus on team building by fostering learning, education, and mentorship. 

He has been involved in the family businesses since 2005. Having grown up around the Family Office industry, he has an insider's view paired with his unique background in technology. Using his technological background and deep understanding of Family Offices, he has developed a new way of harnessing technology for the Family Office industry. This has taken life as a product, which we call, Entole. 
 

Erin Hulse
Founder, Deviate Consulting

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on investment accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry.

Ms. Hulse began her career practicing tax accounting for Plante Moran in Chicago, IL. She spent five years at Bank of America in Chicago as a Senior Financial Analyst in the Global Principal Investing group working with BAML Capital Access Funds Management, LLC, a private equity fund of funds manager and advisor.

In 2010, Ms. Hulse joined Archway Technology Partners, now SEI Family Office Services, as a Manager of Professional Services where she focused on software implementations for some of the largest family offices in the country. While at Archway, she also held the position of Manager of Operations of Proteus, LLC, an investment advisory firm that operates an investment platform tailored to the unique needs of high net worth investors and private investment managers. In this role, Ms. Hulse led the startup of the operations of the fund, including investor and manager onboarding, due diligence, software testing and verification, and client relations.

Ms. Hulse was also the Business Development Manager of Archway Finance and Operations, a privately held fund administration firm. Ms. Hulse has been managing Deviate Consulting since August 2015, and is based in Indianapolis, IN. Ms. Hulse earned Bachelor of Science degrees in Accounting and Finance from the Kelley School of Business at Indiana University in Bloomington, IN. 
 

Gianna Kubiak
Manager, Risk Consulting, RSM 

Gianna serves as a virtual chief information security officer (vCISO), assisting clients in developing or maturing their cybersecurity programs, providing strategic guidance and supporting executive leadership decisions as well as tactical day-to-day program management. Gianna focuses on clients in the private equity and family office space. In this role, she regularly interacts with portfolio and private equity fund representatives, tracks risks, advocates for portfolio company needs at the private equity fund level and aids the implementation of fund strategy at the portfolio company level.

In her prior role, Gianna lead project management for RSM’s national cyber response team, ensuring the successful delivery of projects and investigation of cyber incidents for hundreds of clients every year. She also prepared and facilitated client incident response preparedness tabletop exercises. Gianna has prior work experience in project management from the internal IT department of a multinational information and communications technology company. She was responsible for multiple software rollout projects including end user and support team training as well as process documentation. Gianna has managed teams across different time zones, including Europe, Asia, North and Central America.
 

Maddie Lazas
Senior Associate, Security and Privacy Risk Consulting, RSM

Maddie assists clients across multiple industries in compiling, analyzing and enhancing cyber threat and open-source intelligence to provide business-focused recommendations and risk metrics. She has conducted a multitude of cyber threat and open-source intelligence reviews for Private Equity funds and Family Offices during mergers and acquisitions to inform the due diligence.

Maddie is skilled at providing timely and actionable threat intelligence to consult day-to-day operations as well as strategic and risk-based decision-making. She expertly delivers cyber threat and open-sourcebased intelligence for individuals, such as members of executive leadership, as well as organizations.

Additionally, Maddie is avid for web application and network vulnerability assessments and penetration testing, identifying and advising on vulnerabilities in the client’s infrastructure that could lead to compromise. She is an experienced cybersecurity consultant, including third-party risk management, threat intelligence program development, and physical security site assessments. 
 

Paul Lussow
Co-Founder and CEO, Giving Place

Paul Lussow is co-founder and CEO of Giving Place, a software and service solution for optimizing family charitable giving. Paul has held various executive leadership roles in public and privately held businesses over the last decade, ranging across the business, consumer, and financial services sectors. Previously, he worked in management consulting at Deloitte Consulting and investment banking at Credit Suisse. His true passion is building and operating impact-oriented companies like Giving Place. Paul graduated from Northwestern University with a B.A. in History and received his M.B.A. in Finance from the Wharton School of the University of Pennsylvania.
 

Sarah Page
Solution Consultant, Financial Services, Sage

Sarah Page is a Solution Consultant in the financial services vertical of Sage Intacct. Prior to joining Sage Intacct, she was a Solution Consultant at Oracle NetSuite in the direct emerging services space and a senior auditor at EY working with both public and private clients. She has a strong background in accounting with her bachelor’s and master’s in accounting from The University of Texas at Austin as well as a CPA license.
 

Craig Pearson
CEO, Private Wealth Systems

Craig Pearson, CFA is the CEO of Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed.  Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Innovator by CIO Review. Craig has over 20 years of experience in financial technology, with a focus on institutional and self-directed portfolio management, trade order management, pre-trade and post trade compliance, and investment reporting.  Craig is a Chartered Financial Analyst (CFA), and holds a master's degree in finance.
 

Thomas Turner
Director, Technology Consulting, RSM

Thomas leads RSM cloud security technical assessment teams for Azure, Amazon web services and Microsoft/Office 365 and focuses on banking, health care, and higher education industries. 

Prior to joining RSM US LLP, Thomas worked as a technology specialist, HIPAA security officer and project manager for Florida State University, a senior systems administrator for a health care entity in Chicago, Illinois, and as a computer support specialist for a community college in Tallahassee, Florida.
 

Bill Wyman
President, Family Office Services, Summitas

Bill joined Summitas in 2010 and has nearly 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Previously, he was a Senior Director with BNY Mellon Family Office and Managing Director with Rockefeller & Co. Earlier, he was Managing Director at Deutsche Bank, and a Vice President with J.P. Morgan in Geneva, Switzerland.

Bill is a regular at industry conferences where he speaks about software trends, technology risks, and family office operations. He earned his BA from the University of Notre Dame and MBA, summa cum laude, from Fordham University.
 

FOX Resource Partners - Technology and Cyber & Security

  In today's climate, privacy is becoming harder to achieve. As the monetary value for data rises, so too does the risk posed to families, assets, and reputations. The core suite of solutions from 360 Privacy was built upon the procedures, technology, and experiences of individuals within the Special Operations/Forces and Intelligence Communities.
   
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. 
   
Arch is a New York based technology company that automates data aggregation and operations management for private (alternative) investments.
   
Deviate Consulting is a professional services firm that provides a full suite of software consulting and back office services for single and multi-family offices. Our software expertise includes a wide range of investment and partnership accounting suites prominent in the UHNW wealth management space.
   

Entole is transforming the Family Office Industry, one family at a time, through increased transparency and interoperability for wealth owners and their trusted advisors.
 

 

 

Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive, an integrated platform with over $425 billion in assets under administration that holistically aggregates and manages all your office’s data, reporting, and workflow processes. With one source of truth, Eton Solutions leads family offices into the future by maximizing efficiency and minimizing errors and risk. To learn more about Eton Solutions, please visit https://eton-solutions.com
   

We are a team of large-scale donors, philanthropy advisors and technologists committed to making philanthropy more accessible, effective and meaningful. We are primarily funded by a family office and have focused our product development on solving the challenges of effectively managing the complex philanthropy efforts typical in a family office. Because Giving Place is "by family, for family" and is specifically designed with family offices in mind, our lineage has helped us create a solution uniquely focused on the intersecting needs of donors, their families and advisors (philanthropy, accounting, and wealth).
   
Masttro Masttro is a global wealth technology platform that provides wealth owners and family enterprises with a 360-degree view of net worth across all financial and non-financial assets, banking relationships, currencies, and ownership structures through an intuitive, client-centric user experience.
   
Private Wealth Systems Private Wealth Systems 's cloud based consolidated investment reporting software platform provides account aggregation, portfolio management, and client reporting to family offices on 5 continents. As a preferred provider to several of the top global private banks and accounting firms our platform has proven to deliver a level of data accuracy, flexibility, and personalization that is unmatched throughout the industry.
   

RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with 51,000 people across 123 countries.

   
Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class system, our cloud accounting software products and financial management solutions deliver deep accounting capabilities across multiple industries designed with a single aim—to accelerate your success.
 

 

 

SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of Dec. 31, 2022, SEI Family Office Services has $557 billion in assets on platform.1 For more information, visit seic.com/archway.
 

 

 

Summitas Platform® is our Software-as-a-Service (SaaS) system accessed through Web browsers and mobile applications. Our customers use Summitas to simplify operations, increase communication, and provide a safe way to organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, and the ability to streamline workflows, a branded Summitas portal provides measurable value to our SFO, MFO, and wealth advisory user community. Modern cryptographic algorithms and strict internal policies and controls protect user data and privacy. Summitas EngageSM is our professional services team that oversees setup, branding, training, bespoke platform app development, and ongoing “white glove” support. Summitas delivers subscription software for family offices and wealth advisory firms wanting a single secure point of presence for related information and communication. Software subscriptions include high-touch support that provides problem-solving and training, help measuring the value of Summitas, and guidance for achieving organizational objectives using our software.