Family Wealth Report Family Office Investment Forum 2025

Neil is a trusted and respected figure in the Canadian financial services industry. With 50 years of experience, Neil has served as President of Fiera Private Wealth, as the company’s Executive Vice Chairman and a member of its Board of Directors. He was also President of YMG Private Wealth, Chairman of Nisker Associates and was a driving force behind Brown Baldwin Nisker Ltd for more than 25 years, before it was sold and became HSBC Securities in 1998. He is also well known for being one of three managers of Sir John Templeton’s personal global mutual fund, Best Investments International, having been selected by his mentor in 1990. Active in philanthropy, he’s acted as Co-Chair of the UJA Federation of Greater Toronto Annual Campaign, Co-Chair of the Baycrest Centre for Geriatric Care Campaign, Vice-Chair of Mount Sinai Hospital Foundation and Chair of its Investment Committee, Chair of the Jewish Foundation of Greater Toronto and Chair of its Investment Committee.

Mr. Raso has over 30 years career experience working with institutional and private wealth investors to gain exposure to traditional, alternative and private market investment strategies. Mike has extensive experience with UHNW channel (family offices & RIAs) institutional, intermediary, relationship management and consultants for Alternatives & Private Markets (Private Equity, VC, Private Credit, Hedge Funds, Real Estate, Real Assets). He has a track record as a top performing, cross functional collaborator across Investment Specialist, Client Portfolio Manager and Business Development roles. As Co-Founder of Conduit, he partners to break barriers, problem solve and challenge the status quo to access private investments. We use a co-fiduciary mindset, alongside RIA, MFO, Bank Trust, Private Fund and OCIO firms to implement tech enabled solutions or a custom setup. Leading Conduit applies his business acumen developed through strategy, business development and relationship management roles. Prior to Conduit, Mike was a Director at WP Global Partners. WP Global focuses on backing enterprises that form the backbone of U.S. employment and economic growth. Their private market investment vehicles leverage a hybrid strategy of primary fund commitments, proactive direct investments, and selective secondary investments. Before joining WP Global, Mr. Raso was a Senior Investment Specialist for Private Markets and Hedge Funds at Aberdeen Standard Investments. Mr. Raso has also worked at large asset managers such as OppenheimerFunds and AllianceBernstein and at small boutique investment firms, including starting his own firm. These roles have included product and firm strategy, business development and relationship management. Mr. Raso has individually raised over $6 billion for investment strategies and transactions as well as led or participated in team business development efforts. Mr. Raso holds a B.S. in Economics/Finance from University of Scranton and an MBA in International Finance with a concentration in Public Relations from Fordham University. Mr. Raso is also a Chartered Alternative Investment Analyst and holds certificates from Family Firm Institute in Family Wealth Advising and Family Business Advising. Mike lives in Larchmont, NY with his wife Wendy and has two children.

Peter’s passion lies in helping entrepreneurs and their families thrive both financially and personally. With over 40 years of experience, Peter has uncovered what keeps the rich, rich, and applies these insights to empower his clients with actionable strategies that yield measurable results. As a Yale graduate and former Senior Wealth Director at BNY Mellon, Peter provided comprehensive wealth coaching to clients with portfolios exceeding $2 billion in investments, achieving recognition as a top advisor in one of the world’s most prestigious financial institutions. His accolades include being the #1 Client Advisor for eight consecutive years and membership in BNY Mellon’s exclusive Platinum Circle and Chairman’s Council.

Peter’s ability to craft tailored solutions for high-profile celebrities, artists, and business owners highlights his expertise and adaptability. Beyond financial mastery, Peter brings a unique, holistic perspective by integrating fitness and wellness into his professional ethos, demonstrating how balance can drive long-term success. His dynamic speaking style and relatable insights make him a top choice for financial podcasts, live events, and media appearances that demand thought leadership and inspiration.

Matthew Erskine is the managing partner of Erskine & Erskine LLC, a fourth generation law firm, and The Erskine Company, LLC, (www.erskineco.com) a consulting firm (www.erskineco.com). He focuses on strategic planning and legal services for business owners, professionals, individuals, families, collectors, and inheritors of unique assets. Helping his clients and their families solve their problems through customized estate, tax and management solutions. Matt has a particular expertise in the stewardship of unique assets that few other estate planning and trust attorneys or family offices can match. Working with collectors of coins, fine art, jewelry, heirlooms, and other valuable assets, as well as owners of real estate and family businesses, Matt brings his and his family’s generations of experience and intimate knowledge of unique areas of the law to help clients achieve their desired investment and personal goals. This includes strategic planning and execution on forming operating and non-operating foundations. The Erskine family has been counsel to client families since 1876, overseeing estate and income taxation planning, personal trusts, dynasty trusts, private foundations, and family offices. Matt is also active in numerous community organizations in the Worcester, Massachusetts area, including the American Antiquarian Society, the Worcester Economics Club, and the John J. Kittredge Numismatic Foundation. After graduating from Lawrence Academy, Matt received his B.A. in Medieval History from Carleton College and his J.D. from Suffolk University Law School.

Brian leads Eton’s strategic initiatives, growth and thought leadership for the firm’s clients. Prior to joining Eton, Brian founded Hughes Growth Strategies, working with firms who serve ultra-high net worth families. He also held leadership positions for two private family offices, Pitcairn, and Threshold Group. With extensive knowledge of wealth management and family office, Brian has been a featured speaker at many programs across the country. He is the Managing Director of the Southeastern Family Office Forum, and  serves on the Advisory Board and Faculty of the Ultra High Net Worth Institute, as well as an Ambassador to R360.

A 30+ year financial veteran, entrepreneur, author, and speaker, Tom excels at finding high-impact “single-family-office” solutions that give his multi-family office client-families time to enjoy what they love with those they love. Nationally recognized by some of the most prestigious industry leaders, in 2024 Tom and his firms were named a Family Wealth Report Awards Finalist, the InvestmentNews RIA Team of the Year, Forbes Best-in-State Wealth Advisor (#1 in N Florida), and a Barron’s Top 1200 Financial Advisors for the 12^th time. He also joined Tiger 21 to further sharpen and evolve his skills. He is a monthly contributor to Kiplinger, and his insights have also appeared on Forbes.com, in Crain Currency, Barron’s, and FO Pro.