Family Wealth Report Family Office Fintech Forum 2026

Ken Gamskjaer is the CEO and Co-founder of Aleta – a next-generation wealth platform built for forward-thinking family offices. Aleta is purpose-built family office software delivering a verified picture of total wealth for the Principal, institutional-grade investment reporting for CIOs and investment teams, and an open data layer with API and MCP access for AI-driven wealth operations. Ken is based out of New York and with 15+ years in wealthtech, he’s worked with numerous family offices to digitize and professionalize their operations. He’s passionate about building future-proof technology for the most forward-thinking family offices and the next generation of wealth owners.

Michael Maffattone is Chief Information Officer and Founder of MultiMix IT, where he advises family offices and other investment firms on moving from conventional automation to secure, AI-driven workflows. He helps leaders develop their AI strategy and apply AI across investment research, operations, accounting, tax and estate planning, and reporting--to attain efficiencies, reduce risks, and increase alpha--while establishing the governance, cybersecurity, and data controls needed for safe deployment. Previously, he served as CTO at Annaly Capital Management and Harvard Endowment, CIO at Caxton Associates, and Div. CIO at the Federal Reserve Bank of New York.

Muralidhran (Murali) Nadarajah, Global Head of R&D and AI at Eton Solutions, leverages over three decades of global experience in system integration and professional services. His expertise in digital transformation, AI, and analytics spans across the US, UK, and Asia.
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Murali’s career is distinguished by his roles as CEO, CTO, and CIO at HCL, BancTec, and DXC Technologies (formerly CSC and HP Enterprises), including co-founding VC-funded ventures like Digité. He has driven significant innovations such as an award-winning automatic fare system and the world’s first nationwide cloud-based virtual learning environment. His contributions to high-impact projects for financial titans like American Express and Goldman Sachs showcase his strategic vision and commitment to transforming industries through technology.
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At Eton, he led the transformation of AtlasFive into a cloud-native platform, now hosted securely across multiple countries. The platform re-architecting also allowed the transformation of AtlasFive to economically address wealth owners with lower AUMs.
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He broadened cybersecurity, privacy and responsible AI measures, adding ISO27001, ISO27701, ISO42001 certifications to the existing SOC1 and SOC2 compliance.
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With a deep-rooted background in AI that began over 37 years ago during his academic tenure, Murali leads the EtonAITM integration of LLMs, expert systems, and machine learning into AtlasFive®, transforming user experience and embedding AI into every aspect of our company’s operations from Product Development to Engineering, Implementation and Services. Murali is the inventor behind several patents and provisional patents in the design of autonomous AI agents, context-aware AI-based OCR, and AI-based dynamic visualization.

Stuart Guidry is the Vice President of Platform Consulting at Eton Solutions, a leader in family office software solutions. With a background as a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA) charterholder with experience at Deloitte, Stuart brings a deep understanding of the financial complexities faced by ultra-high-net-worth families and family offices. His extensive career in finance and technology has equipped him with the expertise to bridge the gap between operational challenges and innovative solutions. Since joining Eton Solutions, Stuart has played a pivotal role in guiding family offices through their digital transformation journeys. His hands-on experience working closely with clients has given him a comprehensive understanding of their unique needs and challenges. As a result, he is committed to delivering tailored, practical solutions that enhance operational efficiency and provide greater financial clarity. Prior to Eton Solutions, Stuart held various leadership and consulting roles, contributing to financial strategy and operational excellence. His time at Deloitte further solidified his knowledge of financial management and best practices in accounting and consulting. Stuart earned his Master’s of Accounting from the University of North Carolina at Chapel Hill and a Bachelor of Science in Business Administration from UNC Kenan-Flagler Business School. His dedication to excellence and client success continues to drive his work at Eton Solutions, where he remains focused on empowering family offices with cutting-edge technology and best-in-class consulting support.

Simran Kang is redefining the future of family offices. As the founder and CEO of MyFO, she has built a platform transforming how families and advisors manage and preserve their financial legacies. Under her leadership, MyFO has become North America’s fastest-growing family office solution, combining innovative technology with a clear vision to simplify and modernize complex family office management. Backed by strategic venture funding, MyFO is scaling at an unprecedented pace. Simran has worked with North America’s most prominent families, seeing firsthand the pain points of UHNW families, insights that now drive MyFO’s innovative foundation. Simran’s leadership and impact have earned widespread recognition. She was named one of UBS’s Top 10 Female Founders for 2023, awarded Female Executive (Americas) at the Wealth for Good Awards 2025, and has been featured in Forbes for her vision of simplifying family office management and advancing women in finance and tech. Forbes also highlighted MyFO as a leader in wealth technology, naming it one of the Top Family Office Software. Beyond MyFO, Simran is a passionate advocate for gender diversity and inclusion in technology. As a mentor and speaker, she inspires the next generation of women leaders to break barriers.

Laura Flosi, CPA, is the Senior Vice President, Chief Accounting Officer at Access Industries.  She is responsible for the integrity of the firm’s accounting, financial reporting, and control environment across a complex family office and multi-strategy investment firm. In close coordination with the Chief Financial Officer, Global Head of Tax, and Investment MDs, she supports the funding and execution of transactions across the firm’s portfolio globally.  She oversees the accounting function for the firm’s investment entities, complex waterfalls, operating structures, and corporate activities, with responsibility for financial close, audits, internal controls, and the accuracy of books and records.

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.

Danielle Klimek is the CFO for Leo Capital Management LLC, a single family office based in New York City. She grew up in Indiana and moved to New York City in 2009. Danielle has over a decade of experience within the family office industry, spending portions of her career both on the software-consulting side and on the family office client side. She specializes in family office operations including accounting, financial reporting, performance measurement, cash management, income and estate tax planning and vast experience in software and systems implementation.

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.

Simran Kang is redefining the future of family offices. As the founder and CEO of MyFO, she has built a platform transforming how families and advisors manage and preserve their financial legacies. Under her leadership, MyFO has become North America’s fastest-growing family office solution, combining innovative technology with a clear vision to simplify and modernize complex family office management. Backed by strategic venture funding, MyFO is scaling at an unprecedented pace. Simran has worked with North America’s most prominent families, seeing firsthand the pain points of UHNW families, insights that now drive MyFO’s innovative foundation. Simran’s leadership and impact have earned widespread recognition. She was named one of UBS’s Top 10 Female Founders for 2023, awarded Female Executive (Americas) at the Wealth for Good Awards 2025, and has been featured in Forbes for her vision of simplifying family office management and advancing women in finance and tech. Forbes also highlighted MyFO as a leader in wealth technology, naming it one of the Top Family Office Software. Beyond MyFO, Simran is a passionate advocate for gender diversity and inclusion in technology. As a mentor and speaker, she inspires the next generation of women leaders to break barriers.

Josh’s passion is to use his education, training and experience in an integrated manner to bring thoughtful, personalized family consulting services to his clients. Alone, or with a team, whether financial, legal, political or familial, he brings deep thought, innovation, drive, integrity, and leadership to add value to every situation he encounters. For nearly two decades, Josh turned this skillset inward and managed his family’s 30+ year income and estate tax controversies. Applying a coordinated, cohesive, strategic approach to the various income tax, estate tax, innocent spouse, collection, and other tax matters involved,  Josh developed and managed a team of experts and professionals, and the controversies, to a successful adjudication through administrative means, the Tax Court, three Circuit Courts of Appeals, and the United States Supreme Court. Josh also took on the responsibility of reorganizing his family’s complex business, tax, and estate structures, building the systems and tools necessary to function as a single-family office, while maintaining family dialog and harmony among three generations of fifteen individuals with a wide diversity of education, financial and legal literacy, geography, age and needs. This gave Josh a hands-on, direct exposure to a multitude of issues faced by families of wealth dealing with intergenerational wealth management, wealth transfer, and family dynamics. More recently, Josh has been consulting with other families to provide similar family, legacy, business, tax, and estate planning services. Prior to joining his family’s business, Josh implemented this philosophic framework by becoming the de facto general counsel to many of his clients, using his talents to balance their business needs and legal risks, having a full view of their business and legal concerns, managing their fees and fee expectations, and enabling them to focus their energy on their core competency of building their businesses. Josh’s legal, business and family office experience includes corporate and securities law, mergers and acquisitions, real estate, venture capital, private equity, bankruptcy, commercial lending, family office operations, trusts and estates, multi-generational wealth planning and consulting, and more. Josh has been a frequent speaker and panelist on family, family office, political, economic, and philanthropic topics. Josh has also been active philanthropically throughout his career, working with dozens of arts, cultural, and educational organizations. Most recently he founded the Alliance for a Better Utah, a nontraditional, non-governmental organization dedicated to providing balance, accountability and transparency in Utah policy and politics. Josh is of counsel to the Chicago law firm of Barack, Ferrazzano, Kirschbaum & Nagelberg. He is President of Chicago Financial, Inc., a single-family office, and is a Director and Vice President of the Kanter Family Foundation. Josh has served on the boards of numerous for-profit companies and nonprofit organizations. Josh received his J.D. from the University of Chicago in 1987. He earned a BA/BS in Economics (magna cum laude) and Political Science from Emory University in 1984.

In the late 1990s, Ryan initiated his investment technology career at Advent software. Advancing through roles at Advent, he later joined SEI to oversee their outsourced investment management. With a knack for data management and client service, he established Accusource in 2008, specializing in white-glove operations for family offices and RIAs. Addressing the challenge of transferring investment data to GLs, Ryan founded KnowLedger in 2020. Based near Philadelphia, he harmonizes family life with his love for bicycling.

Driven by frustration with existing accounting software, Alex founded SumIt to simplify family office accounting. As a second-generation leader of his family's real estate ventures in France and China, he now dedicates himself to SumIt. Collaborating with 30+ family office advisors, he's tailored SumIt to meet the unique needs of the sector efficiently. Alex holds an MBA from Chicago Booth and a Master's from London Business School.

Kelly Moore is the Executive Director and Head of Strategic Accounts at Arch, the operating system for private markets. Arch streamlines the entire lifecycle of alternatives—collecting K-1s and statements, automating capital calls, and delivering real-time reporting—all in one secure platform. Arch serves more than 575 asset allocators and advisory firms representing over $445 billion in alternative assets, helping teams save valuable team time while gaining hard-to-access insights through automated analysis. Arch recently raised $52M in Series B funding, led by Oak HC/FT, to expand its product suite and accelerate innovation across private markets. Read more here.

Anna Garcia is the founder and managing partner of Altari Ventures, a New York-based early stage enterprise fintech fund. Prior to starting Altari Ventures, Anna was a B2B SaaS investor at Runway Venture Partners, a successful angel and a long-time Wall Street executive. Over the course of her 17 year banking career, Anna held senior investment banking and asset management roles at Merrill Lynch, Jefferies and JP Morgan. Anna has been actively engaged in the fintech ecosystem since 2013 and sees enormous and continued opportunity in backing companies modernizing financial services infrastructure, the functioning of the capital markets and institutional processes in financial services and other industries. Altari Ventures is bringing together and leveraging all of Anna's professional experiences, knowledge and networks to build and support a unique growth portfolio aligned with these views. Current fund portfolio includes: FinOptSys, Micruity,  TodayPay,  Identifee,  inbanx, Tradewell Technologies,  Kredit,  Cognicor,  Otonomi,  Legal Karma,  Sugarwork, Auditive among others. Notable pre-Altari investments include: Trumid (fintech unicorn), Liveoak Technologies (acquired by Docusign), HiFi (acquired by Block), YayPay (acquired by Quadient).

Ralph Nanad is the CEO and founder of 10clear, an AI-native financial statement suite for CFOs, accounting firms, and regulators. Ralph spent a decade supporting finance functions navigate risks while enabling growth and has built 10clear to bring AI-driven technology to financial reporting compliance.

Sabrina Palme is CEO and co-founder of Palqee, where she led the development of Palqee Prisma, an independent AI oversight layer used by financial institutions to strengthen assurance over investigation narratives, contact center decisions, and AI-supported processes by systematically evaluating policy adherence and decision quality. A data scientist by background, she combines deep expertise in AI governance, data protection, and information security with hands-on experience designing production-grade oversight for financial institutions, ensuring that both human-led and AI-supported processes operate consistently and in line with internal policies and risk standards. Sabrina has been recognized among the 100 Brilliant Women in AI Ethics, Inc. Founders 500 List, and contributes to international AI standards development through her work with CEN-CENELEC and ISO/IEC

Krithika Rao is a Solution Engineer at K1x. She has worked at a Big4 and understands the challenges of data transfer from K1s to spreadsheets and back during busy season. She enjoys helping clients see how the solution can reduce manual work during this critical time of year, enhancing efficiency in their workflows. In her spare time, she loves staying active, reading fantasy novels, and spending time with her cat.

Mark is a seasoned cybersecurity leader and practitioner with over two decades of experience building and leading technology and security programs across the financial services and technology sectors. As the founder of Silver Oak Cyber and Chief Information Security Officer at Chiri, he helps organizations navigate cyber risk, AI security, and governance with a pragmatic, business-driven approach. Previously, Mark served as COO of Global Information Security at Point72 and held senior security leadership roles at Bank of America and other global institutions.

Today, Mark focuses on the intersection of cybersecurity and artificial intelligence, guiding companies on managing AI sprawl, securing private LLMs, and aligning innovation with responsible governance. His pragmatic, business-driven approach makes him a trusted advisor to boards, CEOs, and CISOs navigating the next wave of digital risk.

As Managing Director of Omega Systems' Northeast Region, Warren Finkel leverages decades of experience and deep-rooted relationships within the financial services sector. Prior to Omega's acquisition of ACE IT Solutions in 2022, where he founded and served as leader for 14 years, Warren cultivated a reputation for delivering exceptional, bespoke IT solutions to family offices, private equity firms, hedge funds, RIAs, and alternative asset firms. His proven ability to combine strategic IT vision with outstanding customer service makes him a highly sought-after advisor.

Paul McKibbin is executive director in EY’s Americas Family Office Advisory practice. He has more than 20 years of experience in advising families on the creation, management and optimization of family office services tailored to their unique needs. He is a specialist in the information architecture of family offices and has selected, designed and implemented risk management, reporting and accounting infrastructures for some of the world’s most sophisticated family offices.

Prior to joining EY in 2016, Paul was a managing partner with Family Office Metrics, a provider of management consulting to single family offices. Before joining Family Office Metrics, he headed the Guggenheim Partners Family Network, specializing in meeting the technology needs of single and multi–family offices. Prior to his firm being acquired by Guggenheim in 2003, he was founder and president of Private Family Networks, a provider of secure virtual family office platforms for global single family offices.

Maya Caddle is the Payments Lead at Solana Foundation, where she partners with global banks and traditional payments institutions to accelerate the adoption of stablecoin based payment infrastructure. Solana has emerged as the default chain for stablecoin powered payments, with partners including Visa, PayPal, Western Union, and SoFi. Prior to Solana Foundation, Maya founded a crypto payments company whose infrastructure is utilized by Coinbase and also led market expansion across Asia, the Middle East, and Africa for unicorn companies and multinational conglomerates.

Alfonse Mandese is SVP, Head of Global Revenue at Talos, where he leads global go-to-market strategy and market expansion across the institutional digital asset ecosystem. He works closely with banks, asset managers, and trading firms to build and scale their digital asset capabilities.

Talos is built on the belief that all assets will become digital assets. The platform provides institutional-grade technology and data to support the full investment lifecycle: from price discovery to execution, settlement, and portfolio management. Through a single interface, Talos connects institutions to exchanges, OTC desks, prime brokers, custodians, DeFi, and more.

Toby Thwaites is a Director of Product in digital assets in New York, helping to drive digital asset extensions of BNY’s existing businesses through digital transfer agency, custody, and fund tokenization. He has over 10 years of experience working in digital assets across the ecosystem, with a particular focus on capital markets infrastructure, permissioned DLT, cryptocurrencies, and tokenization. Prior to BNY, Toby has held several positions across digital assets building out infrastructure with Axoni, NYDIG, Copper, and ClearToken

Eduardo "Ed" Arista is an attorney and a certified public accountant (CPA) in Holland & Knight's Miami and Washington, D.C., offices. Mr. Arista has more than 25 years of experience helping American and multinational families and private companies reduce their tax burden, protect their assets and businesses from legal risks and prepare for the eventual transfer of their wealth. As a partner at the firm, Mr. Arista routinely serves as outside general counsel for his clients and provides comprehensive representation in virtually any legal matter.

Mr. Arista is well known in the private client space and is routinely recommended by major financial institutions and professional firms nationally and internationally. His native, professional Spanish fluency and extensive international travel equip him to work more effectively with his foreign clients and their local counsel, drawing on a large and well-established network of professionals throughout the region.

In addition, Mr. Arista has substantial experience in a broad range of business matters, including contract drafting and negotiation, corporate governance, complex limited liability company (LLC) operating agreements and representing sellers and buyers of closely held businesses. He also has experience partnering with litigation counsel to help his clients resolve numerous business and family disputes.

As an attorney-CPA, Mr. Arista is intimately familiar with the most complex, international, income and estate tax forms and filing requirements, and he has assisted numerous clients in identifying and resolving their tax non-compliance by taking advantage of the various IRS tax amnesty programs.

Prior to joining Holland & Knight, Mr. Arista worked for a U.S. Tax Court judge and at large and small law and accounting firms. He has completed an in-house stint as general counsel and chief financial officer (CFO) of a technology startup, where he helped raise $15 million in venture capital and ramp up operations in preparation for acquisition by a public company.

Mr. Arista has served in leadership roles and remains active in several community and professional associations. Previously, he has taught Federal Wealth Transfer Taxation for more than a decade for the Florida International University graduate tax program, earning "Most Outstanding Professor" multiple times. Mr. Arista has also authored numerous publications and lectures frequently at local and international seminars for attorneys, accountants, bankers and businesspeople, in English and Spanish.

While in law school, Mr. Arista was a managing editor of the University of Miami Tax Law Chronicle. He also served as a judicial intern for a U.S. Magistrate Judge and as a certified legal intern with the U.S. Customs and Border Protection's Office of the Associate Chief Counsel.

Michael F. Horwitz-Heilbronner works across AI, financial systems, and governance, with a focus on deployment in regulated environments.

His background spans capital markets, enterprise AI architecture, and financial infrastructure. Earlier in his career, he worked across trading and arbitrage desks in New York, Paris, and London for several investment banks. Over the past decade, his work has centered on how AI systems are introduced into high-stakes institutional settings, with particular attention to discipline, control, and operational boundaries.

He is currently involved with a family office in connection with its U.S. expansion.

Greg is a Principal of 61 Holdings, a family office with interests in real estate, manufacturing, telecom, entertainment, sports, hospitality, health, wellness, aerospace and defense. 61 Holdings provides additional support to its ultra‑high‑net‑worth families with advanced tax planning, strategic advisory, outsourced due diligence with a focus on long‑term wealth stewardship.

Rocio Ortega has over two decades of experience in wealth management. She joined WE Family Offices in 2014 and currently serves as a Partner and Head of Talent Development, while continuing to advise select family clients. Rocio takes a holistic approach to wealth management, guiding families through the complexities of their wealth enterprises. Her expertise spans financial strategy—including defining objectives and designing investment portfolios—as well as critical non-financial aspects, such as family governance, next-generation engagement, and education. In 2021, she assumed the role of Head of Talent, leading the firm’s recruitment and talent development efforts to foster a culture that upholds WE Family Offices’ commitment to excellence and fiduciary responsibility. She is dedicated to ensuring the firm remains a trusted partner, delivering objective, conflict-free advice that prioritizes the best interests of the families it serves. Prior to joining WE, Rocio spent 11 years in New York City advising ultra-high-net-worth families across Latin America as an Associate at JPMorgan Private Bank and a Relationship Officer at Citi Private Bank. She holds a BBA from Baylor University, with a dual degree in Economics and International Business, and is a Certified Financial Planner (CFP®).

Mark Wickersham is a senior strategic marketing & business development executive. Mark has over three decades of fintech in the family office and RIA markets. Mark has served in a variety of roles including product management, partnership development, marketing, strategic consulting and business development. He has worked for some of the top firms in the family office market including Fidelity Investments, Family Office Metrics, ByAllAccounts and other family wealth focused technology firms. Mark is based just north of Boston and is a native New Englander. In addition to enjoying Dunkin’ ice coffee all year long, he enjoys mountain biking, hiking, skiing and spending time with his family in Maine. LinkedIn Profile - https://www.linkedin.com/in/markwickersham/