Skip to main content

The Larry Kraus Family Office Tech-NEW-logy Institute

Technology Awareness Seminars for Single Family Office and Multi-Family Office Personnel​

 

Founded by Philip Strassler, the Tech-NEW-logy Institute is a series of seminars introducing and highlighting tech solutions for modern family offices. The Institute is named after the late Larry Kraus, a leader in the Single-Family Office community with a vision to provide tax training to financial non-tax professionals. Phil Strassler expanded the Institute based on the SFO community request to learn more about tech and operations.

The programs are moderated by leading technology consultants interviewing tech founders and leaders delving into the motivations and innovations underpinning their systems. Two non-competitive tech solutions are interviewed in each program. Participants are selected by Phil Strassler and members of the Institute’s steering committee. You can view all participants to date in the Media Library.

MyFOTech plays a dual role as a member of the steering committee and as a collaborator. We provide a platform for the programs through our events portal and website. Between 7 and 9 programs are scheduled throughout the year.

The Institute is unique in that it is not sponsorship based; the only cost incurred by the tech solutions is an administrative expense to cover the costs. There are no other fees and no charges for viewers. 

 

View Latest Episodes

 


Philip F. Strassler, CPA - Institute's Founder

Phil Strassler, through Strassler, LLC consults with families of wealth and single-family offices on strategy, successful business practices and building sustainable Family Investment Offices. From 2008 he has been instrumental in the creation and staffing of some of the largest SFOs on the East Coast.

Phil leads the Family Office Division of JSB Partners. Phil is a former the Chair of the Family Office Committee of the New York State Society of CPAs and former Director of Fieldpoint Private Bank. In addition to his consulting group, Phil is a founder of the Larry Kraus Family Office Tax & Tech-NEW-logy Institute which develops programs that provide Single Family Offices with an understanding of relevant tax and technology issues.

  •  

    Read more

    In 2007, he retired as a Partner at Marcum & Kliegman LLP, where he was instrumental in fueling the firm’s growth from $20 million in revenues with 30 professionals, to nearly $120 million with 500 professionals by the time he left to launch Strassler, LLC. At Marcum & Kliegman LLP he founded and was the leader of the Private Wealth Services and Alternative Investment Group practices. From 2008 - 2010 Phil developed and taught the Emerging Leadership Program to Marcum & Kliegman LLP Senior Managers and Partners. 

    Prior to joining Marcum & Kliegman LLP, Phil was a Partner at a mezzanine/leveraged buyout fund. In this capacity, he provided investment analysis and tax advice. Phil also spent ten years as a SFO Tax Director focusing on tax, business advice and investment analysis. 

    On an ongoing basis, Phil speaks on hedge fund, investment partnership and family office organization and tax planning and has written numerous articles for The Tax Advisor, The CPA Journal, The Journal of Practical Estate Planning, as well as other publications. During his tenure at Marcum & Kliegman LLC, he was the Publisher of Private Investment Forum, Marcum & Kliegman LLP’s quarterly publication directed at hedge funds and investment partnerships. 

    Phil is a member of the AICPA and NYSSCPA and is a member of the NYSSCPA Taxation of Financial Instruments and Transactions and Family Office Committees. Phil has a B.B.A. from Hofstra University and lives in Wellington, Florida.

 

Steering Committee 


Chris Martinez

Formerly Managing Director, Oakbrook Solutions​

Chris is a financial planner and, before moving into the non-profit sector, he led the Family Office practice of Oakbrook Solutions (later acquired by F2 Strategy), one of North America’s foremost systems, process, and delivery experts for the wealth management industry. Chris helped high net worth families, family offices (SFOs & MFOs), and wealth advisors align their people, platforms, and processes to support growth and change initiatives. With first-hand experience with multi-generational family businesses, he brought an understanding of the unique dynamics, culture, challenges and needs of family offices.

Ken Eyler

Managing Director, Family Office Services, Cresset

Danielle Roseman

Co-Head of Lazard Family Office Services

Danielle Roseman, Managing Director and Co-Head of Lazard Family Office Services has joined Lazard as part of the recent acquisition of Truvvo Partners LLC into Lazard Family Office Partners. Danielle was previously a Partner at Truvvo, serving as the Head of Operations since 2013. In her role, she is focused on implementing operational processes and enhancing technology systems focused on serving Family Offices. Danielle began her career at Goldman Sachs, serving as an analyst on the Mortgage and Rates Middle Office desk and moving to Goldman Sachs Asset Management, where she was a Vice President on the Fixed Income Operating Officer’s team from 2010-2013.

Christine Chang

Principal, Avire Finance USA

Christine has 25 years of experience in institutional and family office asset management with traditional and alternative investments, leading senior management teams in operational and regulatory infrastructure and technology. She advises hedge, VC, and PE funds, family offices, and portfolio companies. She is Avire Finance (a European family office advisor)’s, US representative. Christine’s experience serving family offices spans generations, geographies and industries, with not only first generation entrepreneurs, but also 2 nd and 3 rd generation US, South American, European and Asian family members. Her roles include introducing co- investment partners and leading operating companies as Board Chairman, CEO, COO and CCO.

Andy Fox

Family Office Executive

Andy Fox is a wealth management professional with over 35 years of experience. He spent the
last 16 years in the family office space as a COO or CFO of single family offices. His expertise
is in investment accounting and reporting, operations and administration. Andy represented the
first family office to implement the SEI Archway product, which was successfully completed
due to his background and experience.
 

Prior to working for single family offices, Andy spent 10 years as a Managing Director at US
Trust responsible for client service and relationship management for a high net worth client base
of over $30 billion in assets under management. Andy also worked at Union Bank of
Switzerland and started his career at Goldman Sachs.


Andy is currently providing consulting services to single and multi-family offices.

Jon Carroll

Single Family Office Advisor, JC + Family

Jon Carroll has spent 30 years in the family office advisory business. Jon advises family members, family business owners, trustees and family office executives on how to grow and govern their single-family office.

As a family office executive and consultant, Jon has worked with hundreds of enterprise families, trustees, and family offices. After spending 7 years working as a family office CFO and then COO, Jon founded Family office Metrics, a business management consultancy focused exclusively on single family offices’ people, process, and technology. EY bought Family Office Metrics in 2015. Jon spent the next 6 years supporting single family offices as member of the EY Family Office Advisory Services practice until his retirement in December, 2021.

Since 2022, Jon has been working as JC+Family with select single family office clients together with his daughter, Liz Loulan, and son-in-law, Clayton Loulan. both Liz and Clayton worked together with Jon in Family Office Metrics.

Jon holds an MBA in finance from the University of Colorado, Denver and a BA in history for the University of California, Berkeley. He is Certified Public Accountant in Florida and a member of the American Institute of Certified Public Accountants.

Tania Neild

CTO & Owner, InfoGrate

Dr. Neild’s extensive deployment experience enables her to consult on complex issues such as crossing applications for general ledger systems, analyzing security master attributes, modeling or tracking relationships, and managing tax or partnership accounting. She has deep domain expertise with the design, customization, and implementation of new technologies and services to align strategic business objectives with tactical requirements, including compliance, disaster recovery, file management, security checks, and vulnerability assessments.

In addition to her work at InfoGrate, Dr. Neild has worked with boutique application service providers. As the CTO and COO of Private Client Resources, she built the technology and the team to implement, operate and service the aggregation, reconciliation and reporting platform. Under her oversight, PCR grew from a family wealth management prototype into a fully operational reporting system that tracked more than $6 billion in assets for over 300 families. While serving as the CTO and Managing Director of EnvestNet Asset Management, Dr. Neild built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.” Co-founded by Dr. Neild, EnvestNet went public in the fall of 2010.

Dr. Neild’s exceptional technical skills in distributed data integration and real-time data management result from 15 years of academic and professional applied research. Dr. Neild began her career as an applied scientist for the National Security Agency, which awarded her the prestigious National Physical Sciences Consortium Award to fund her research in heterogeneous database integration. She earned a PhD in computer engineering from Northwestern University and a Bachelor’s degree in mathematics and computer sciences from Emory University.

Laura Macca

Executive Director, Head of Digital Transformation, Marcum

Mark Rogozinski

Executive Managing Director, Head of Family Office Services, Cresset

Mark Rogozinski is an Executive Managing Director and Head of Family Office Services at Cresset. In this role, Mark oversees the firm’s comprehensive suite of Family Office Services, which includes Banking and Lending, CFO, Family Governance, Lifestyle, Risk Management, Tax, Wealth Planning, and Wealth Strategy. 

Mark has held various executive leadership roles over the past 25 years within the financial services sector. Most recently, he served as Chief Strategy Officer at Pitcairn (a multi-family office). He has also held the following positions throughout his career: CEO of The Swarthmore Group (an asset/wealth management firm), CEO of Asset Vantage Inc. (a wealth- tech business), President of RockIT Solutions, Inc, and Head of the Operations and Technology Group of Rockefeller & Co, Inc. In addition, he previously served as Managing Director at SEI, Senior Vice President of Corporate Development at WealthTrust (a roll-up of wealth mgmt. firms), Partner, Principal and Chief Operating Officer for Homrich & Berg, Inc, Chief Operating Officer at Convergent Wealth Advisors, LLC, and Chief Financial Officer of Atlantic Trust PWM.

Joe Larizza

CEO & President, Mirador, Inc.

Joseph Larizza founded Mirador in 2015 after 18 years of cumulative experience at several of the most esteemed investment firms in the industry. Joseph served as the Chief Administrative Officer, heading the bank's Information Technology & Operations departments at Fieldpoint Private Bank & Trust (FPBT) and prior to joining FPBT, Mr. Larizza worked at Credit Suisse, serving a variety of management roles in the IT department, most notably as the Chief Operating Officer. Mr. Larizza has also been an IT executive for Goldman Sachs Private Bank, Deutsche Asset Management, and Ernst & Young Consulting, where he started their New York Advanced Development Center practice. Outside of the office, Joseph enjoys fishing, boating, and spending time with his family.

Erin Hulse

Founder & CEO, Deviate Consulting

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on software selection, implementation, and accounting services for single and multi-family offices.  Erin is a financial and software professional with a diverse background in the alternative investment and private wealth space, including time spent with Plante Moran, Bank of America, and SEI/Archway Family Office Services. Ms. Hulse has been managing Deviate Consulting since 2015 and is based in Indianapolis, IN. 

Gary Mills

Founder at Gary Mills Consulting LLC

Gary focuses on delivering Operations Assessments/Optimization Audits encompassing Process, People, and Technology. His clients are private wealth family offices, hedge funds, private equity funds, and funds of funds that seek an unbiased, independent review of their Operations to realize any of several goals, including identifying/addressing pain points, reducing costs, defining the optimal approach when considering significant, organization-wide investments in new platforms and markets - or simply seeking a review to ensure that their Operations are continuing to perform efficiently.

Gary’s current role derives from 28 years of experience designing, developing and implementing portfolio, partnership and tax accounting software solutions for private wealth family offices, hedge funds, private equity funds, funds of funds and their accounting and fund administration service providers, in roles that included Managing Director – Digital Transformation & Innovation at BDO, Director – Tax Technology at SS&C Technologies, performing a similar role designing next-gen partnership tax compliance at Ernst & Young’s Financial Services Office Tax Compliance and Tax Technology and Transformation practices, and software vendors SunGard Alternative Investments Group, SS&C, and Shepro Braun.

Cori Rodda

President, FWO Accounting & Consulting

Cori graduated from the Kelly School of Business at Indiana University with a double major in
Accounting and Finance with a Six Sigma focus. She earned her Certified Public Accountant
license immediately after graduation. Cori started her career at a large regional public
accounting firm focusing on partnership and forensic accounting. She then moved to PwC
where she concentrated on investment partnership auditing services for domestic and
international financial services sector clients. In 2015, Cori was recruited by SEI Archway Family
Office Services to lead the outsourced fund accounting division using the Archway software
platform. There, she led teams across multiple states providing fully outsourced accounting
services for clients in private equity, hedge funds, and family wealth offices. During her time at
SEI Archway, Cori utilized her Six Sigma background to help with process standardization both
for internal and client external process improvement. She led initiatives in hiring and training and
was tasked with being the project manager on several new client software implementations.
Cori also started and developed the Investor Relations department and was instrumental in
helping with the transition from Archway to SEI Archway.
 

In January 2019, Cori founded FWO, an accounting and consulting firm based in Carmel,
Indiana. FWO focuses on providing outsource accounting services for investment partnerships
for clients totaling $15B in AUM. In addition, FWO will help guide clients with software selection
and implementation across several technology options, aid clients with process standardization,
performance troubleshooting & assistance, as well as various reporting initiatives. Under her
leadership and guidance, FWO continues to grow and maintain work quality, adding new staff
and clients regularly while continuing to provide first in class service to a diverse clientele
throughout the United States.
 

When not at work, Cori is a dedicated wife and mother that supports her family’s many activities. Despite this, she still finds time to be an avid golfer and world traveller!

Michael Perez

Managing Director, Family Office Practice at F2 Strategy

Michael has over 25 years of experience in professional services for wealth management, specializing in private banking and trust companies. His expertise includes asset management, finance transformation, merger integration, and process improvement. Previously, he owned a New York-based technology consulting firm serving prominent trust companies. Michael's background also includes roles at Grant Thornton LLP, Fiduciary Trust International, and Chase Private Banking. He resides in New York.

John Castrucci

National Director, Family Office Advisory Services, RSM US LLP

John works in RSM’s Family Office practice and has over 30 years of family office advisory experience including over 10 years of public accounting experience, covering family office tax and family office advisory services in the areas of individual tax, family office structuring, leading practice reviews, risk practice & procedural reviews, legacy planning, governance advisory, family office design, and technology search and selection initiatives.

John also has 10+ years of experience at Private Wealth Management & MD at a Global Multi-Family Office (MFO) as regional managing director running & overseeing wealth transfer strategists and a founding member of a financial institutions MFO task force. John served in C-suite roles as CEO, CFO, and COO of Multi-generational Global Single-Family Offices (SFO).

Professional affiliations and credentials
• Certified public accountant.
• Family Office Committee of New York State’s Society of CPA’s (NYSSCPA’s), Founding Member.
• SFO Investment & Governance Committee Member, Trust & Corporate Officer, Foundation Board Member, Socially Responsible Investment and Philanthropic Entity Board Member.

Shaun Parkin

Co-Founder & Director, Hall Road Services

Rebecca Cowley

Managing Director, Anderson

Rebecca Cowley has over 20 years experience working with Ultra-High Net Worth Single Family Offices. Her expertise includes structuring new Single Family Offices from inception as well as supporting existing Family Offices through the identification and implementation of best practices. She works from an operational perspective focused on people, process, technology and data. Rebecca was one of the first 5 employees at one of Silicon Valley’s largest Single Family Offices and the founding executive of a spin-off of that office. She brings a wealth of operational experience combined with technical expertise. 

Rebecca is a Managing Director in Andersen’s Family Office Solutions Practice assuming the key role of advisor, offering relevant insights and carefully tailored strategies for optimizing Family Office operations. Her depth of knowledge and unique perspective on industry best practices set her apart as an authority in this niche field. Prior to joining Andersen, Rebecca built her own company, EFO Advisory Services, to address the growing need for Family Office expertise

Scott Metsch

SFO Solutions​

Adriana Zalucka

Founder, MyFOTech

Former North American publisher of Family Wealth Report. Sales & key account manager with 15+ years' experience in publishing/events & wealth management tech. Skilled in launches, negotiations, leadership. Avid athlete, published academic, experienced in diverse global environments. Passionate about fostering enduring relationships.

Ray DiNunzio

Partner, TOS Advisors

Introduction: Raymond DiNunzio spends his time focusing on digital transformation and technology applications for family offices. As one of the founders and overseers of TOS Advisors, he leads a firm that provides cutting-edge family office infrastructure services in a wholly digital environment as a service. With a background in the financial sector and expertise in emerging technologies, Raymond brings a depth of knowledge to his role as a board advisor and technology tester for various organizations.

Background: Raymond DiNunzio is the driving force behind TOS Advisors, a firm that revolutionizes the traditional family office model through digitalization. He has successfully assisted a diverse clientele, ranging from high-net-worth individuals with financial assets of $40 million to single-family offices with a net worth of $16 billion. The firm's expertise lies in delivering clients the most optimal utilization of technology applications available, offering them an alternative to the historical "buy vs. build" dilemma and advocating for adopting outsourced services.

Professional Accomplishments: Prior to his role at TOS Advisors, Raymond held key positions at UBS. He notably helped start and had oversight for the Private Wealth Management Group at UBS. Moreover, he played a pivotal role in developing UBS's Global Family Office Group for North America and was a member of various executive committees.

Technology Enthusiast & Venture Capitalist: Raymond DiNunzio is an expert in family office operations and a keen enthusiast of emerging technologies. He is a board advisor to multiple emerging technology companies, leveraging his insights to drive innovation and successful technology adoption. Additionally, Raymond collaborates closely with venture capital firms and venture studios, actively participating in the testing and launching of new technologies and the development of portfolio companies. Knowledge Sharing & Innovation: Raymond's passion for technology and innovation extends beyond his primary roles. He is also an expert advisor to & Simple in Copenhagen, where he advises and tests technologies for their Knowledge Sharing Organization. His contributions have been invaluable in enhancing the organization's efficiency and effectiveness.

Conclusion: Raymond DiNunzio is a leading expert in the digital transformation of family office operations. As the founder and overseer of TOS Advisors, his team has redefined the way family offices approach technology applications, providing them with state-of-the-art digital infrastructure services. His extensive experience in the financial industry and his passion for emerging technologies make him a sought-after advisor and technology tester for various organizations. Raymond's dedication to knowledge sharing and innovation further cements his position as a trailblazer in the realm of digital family offices.

Patty Esslinger

Vice President, Head of Product, Trove

Patty brings more than two decades of client and industry experience to Trove. As the Head of Product, she leads the digital transformation of our people, business processes, and products to help our teams work more effectively, implement best business practices throughout the organization, and provide outstanding client service using best of class products. Patty has a wealth of experience working with multigenerational family offices, high-net worth individuals, and business owners. 

With expertise in tax, accounting, family office, and technology, Patty is well-equipped to optimize the organizational systems and products.


Patty was Senior Director of Tax Technology at RSM’s Family Office, where she led teams to create technology to empower stakeholders with real-time data for a comprehensive view of their enterprise and strategic decision-making. Patty’s experience also includes 16 years in public accounting, advising ultra-high net worth families, family offices, and owners of closely held business on tax, gift, estate planning, and charitable matters. Patty holds a Bachelor of Science, Accounting, from St. Xavier University. She is an Enrolled Agent and a member of the National Association of Tax Professionals.