Family Wealth Report Family Office Investment Forum 2025

Niall joined The Citco group of companies in 2017, initially as Managing Director for Citco Corporate Services (Ireland) Limited before moving to Cayman in June 2021 to take up new roles as Managing Director with Citco Trustees (Cayman) Limited and Citco (Bahamas) Limited. Niall is a fellow of Association of Chartered Certified Accountants, holds a BA form National College of Ireland in Accounting and Human Resources and has completed a Diploma & Certification in Corporate Governance with Institute of Directors in Ireland and is currently a member of the Institute of Directors, International Branch. In his career, Niall has built an excellent reputation and experience in providing accounting, corporate governance support to entities in various jurisdictions. Niall has worked as a director on a range of entities including corporates, funds, securitization companies and as a Trustee of Private and Commercial Trusts.

Ernesto is a qualified lawyer with more than 25 years of experience working with private clients and family offices globally. Supported by his team, Ernesto implements and manages bespoke structures that align with clients’ estate planning, wealth preservation and investment strategies. He is a full member of STEP (Society of Trust and Estate Practitioners) and FIBA (Florida International Banking Association).

Simran Sandhu is an EVP at Citco Fund Services, she is responsible for formulating and developing new products for Fund allocators, Institutional clients, and Family offices.  Simran’s remit includes full gamut of product responsibilities from product ideation, strategic planning, execution, marketing, and delivery. She started her career in Product Development at Goldman Sachs and has held product development roles at State Street and Duquesne.  Her expertise include innovation, business transformation, reporting and analytics, and client delivery. Simran holds a B.A in Economics and B.Sc. in Management from the State University of New York, and is on the advisory board of the School of Management at Binghamton University

Neil is a trusted and respected figure in the Canadian financial services industry. With well over 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.

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.

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.

Since 2017, Mrs. Champy has been investing in disruptive technologies on behalf of Atlas Holdings’ family office.  She supports its direct venture program and overseas its third-party fund portfolio.  Her responsibilities range from sourcing and evaluating opportunities to assessing potential synergies with Atlas Holdings’ industrial and manufacturing companies. Altas Holdings and its affiliates are a diversified group of 27 platform companies with over 57,000 associates globally and north of $10 billion of annual revenues. Before joining Atlas Innovate, Claire worked for reputable investors and financial institutions including Zurich Alternative Asset Management and J.P. Morgan Private Bank. Claire was educated in France where she earned a master’s degree in finance from EDHEC and moved to New York in 2005 to pursue a career in Asset Management.

Gareth Lewis is the Founder & Co-Chief Executive of Delio, a fintech company that is transforming private markets by providing the digital infrastructure for leading financial institutions worldwide. He co-founded Delio in 2015 at the age of 25, and since then the company has grown to serve over 50 financial institutions across 18 countries, including Barclays, Coutts, The Earthshot Prize and Apex Group. Founded in Cardiff, Wales, Delio has defied conventional fintech norms by building a globally recognised business outside major financial hubs.

Mrinalini Lhila is the Founder & Managing Principal of 360 Capital Advisors, which provides fundraising and advisory services to private equity firms. Previously Mrinalini served the private equity industry in various capacities, including Editorial Director for PE HUB’s conferences, Product Manager for StepStone’s fund-of-funds, and as a corporate finance professional for Neuberger Berman, Lehman Brothers and Citi Alternative Investments. She started her career as a Research Analyst at the Federal Reserve Bank. Mrinalini holds an MBA from Washington University in St. Louis and earned her Bachelor of Arts degree, with honors, from Randolph-Macon Woman’s College.

Maxime Seguineau is a financial entrepreneur and private investor with expertise across capital markets, technology, and alternative investments. He is Managing Partner at Raido Capital Partners, which he co-founded to back financial software and AI-enabled services firms with structured growth equity. Previously, he was Managing Director at Seaport Global, where he co-founded and led Axegine, an AI-driven systematic credit hedge fund. He also served as a credit Portfolio Manager at Millennium Management and was the CEO and founder of Antepo, a real-time collaboration startup he sold to Adobe. Maxime sits on the Board of Sterling Trading Technology, a global leader in trading infrastructure for equities markets. He holds degrees from University of Chicago (MBA), Bocconi University (MS), as well as Sciences Po (BS), and is a CAIA Charterholder.

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.

Fredda Herz Brown is widely recognized for her groundbreaking work with enterprising families and their trusted advisors. From her numerous contributions over a quarter century, she has helped to establish standards of professional practice and develop the body of knowledge which defines the work of the field to this day. Her early focus on families emerged out of a research project examining successful first-to-second generation transitions at a world-renowned postgraduate training center in family systems work, which she co-founded. A founding board member of the Family Firm Institute, she has served on the editorial review board of its journal, Family Business Review. Fredda has been the recipient of several awards acknowledging her contributions to professional practice. A prolific writer, speaker and workshop facilitator, she is the author of "Reweaving the Family Tapestry" (Norton; 1991), which encapsulated her model for understanding and working with families as they evolve through their life cycle. Fredda works with Dr. Fran Lotery in conducting research and development for Relative Solutions’ Family Enterprise Leadership System© (FELS) – the only leadership assessment framework and interactive tool of its kind for the field. She has also continued the firm’s tradition for strategic collaborations, such as the 2010 Women in Wealth Study with Campden Media. Most recently, she has led the firm in collaborating with 21/64, the non-profit consulting division of the Andrea and Charles Bronfman Philanthropies, to produce two card decks for family members. In November 2012 Fredda and colleague Dr. Fran Lotery released "The Family Wealth Sustainability Toolkit." The groundbreaking online interactive assessment tool, and its companion manual, was published by John Wiley & Sons, Inc. The online tool is accessible through a partnership with Wiley.com. The Family Wealth Sustainability Toolkit is available at Amazon.com.

Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office Association, a global forum for single-family offices that is based in Greenwich, Connecticut. Previously Mr. Reilly helped to start a single-family office and foundation in New York where he was an investment manager for five years. He was an energy specialist focused on options and futures trading at Credit Agricole Indosuez in New York prior to that and started his career at Salomon Smith Barney. Mr. Reilly has spoken on family office issues at many conferences and has been quoted in the Wall Street Journal, The Financial Times, Forbes, and Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the global editorial board.