Chapter Twenty-Eight: Dying in the Sun
"Do you remember
The things we used to say?
I feel so nervous
When I think of yesterday
How could I let things get to me so bad?
How did I let things get to me?"
- The Cranberries, Dying in the Sun
The gang hunt down Dracula with the power of paperwork.
Dracula: 2004 is a weekly found foo…
Why Family Offices Are Drowning in Compliance (And How to Fix It) | Frank Tumminello, FileForms
In this episode of Host Mark Wickersham sits down with Frank Tumminello, CEO and Co-Founder of FileForms, a software platform built to help family offices stay compliant with entity state and federal filing requirements.Frank and Mark dig into the operational chaos that many family offices face wh…
Chapter Twenty-Nine: Hypnosis for Dummies
"What is real? How do you define 'real'? If you're talking about what you can feel, what you can smell, what you can taste and see, then 'real' is simply electrical signals interpreted by your brain."
- The Matrix, Dir. Lana and Lilly Wachowski (1999)
Mina and Dr. Van Helsing experiment with pse…
Family Office Services: Challenges and Best Practices | Christi Van Rite, White River Consultants
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 …
Entity Management: The Hidden Third Pillar of Family Office Tech | Charmaine Tang, ORCA
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 f…
From SMAs to AI: 35 Years of WealthTech Evolution | Cheryl Nash, InvestCloud
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…
Left of Boom, Right of Boom: A Family Office Cyber Playbook | Matt LaMura
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…
The Family Office AI Divide: Clean Data Decides Who Wins | Ethan Bonar, CFO Family
Ethan Bonar, Founder and CEO of CFO Family, joins host Mark Wickersham to explain why family offices must own and clean their data before they adopt AI. Mark and Ethan discuss data sovereignty, vendor due diligence, and the future of family office technology.
In this episode, Ethan and Mark explain…
Chapter Thirty-Seven: Into the Light
"The spirit is beyond destruction. No one can bring an end to spirit which is everlasting."
- Bhagavad Gita: Chapter 2, Verse 20
Dawn approaches.
Dracula: 2004 is a weekly found footage horror audio drama, based on the novel "Dracula" by Bram Stoker. Care to take a bite?
___________________…
AI Agents Are Coming for Your Spreadsheet | Ken Gamskjaer, Aleta
Ken Gamskjaer, CEO and co-founder of Aleta, joins The WealthTech Podcast to explain why family offices should build a best-of-breed tech stack. He also shares how AI agents and open APIs are changing family office technology.Ken built the technology behind Aleta while he led a large multi-family of…
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