FOXcast: Tech Series

About FOXcast: Tech Series

Where technology meets strategy for the modern family office. Family Office Exchange's (FOX) COO, Kent Lawson, sits down with industry leaders to unpack emerging tools, expert perspectives, and the trends redefining how family offices work in a rapidly changing world. This podcast is brought to you by the FOX, the leading global membership organization serving enterprise families, family office professionals, and private wealth advisors.

Publisher

Family Office Exchange

Category

technology

Language

en

Explicit

No

First episode

7 Apr 2026

Latest episode

14 Jul 2026

Latest episodes

8 episodes in the feed.

1. 

   14 Jul 2026

   General Ledger Born from Real Estate in the Family Office Industry with Alex Lin

   Hear how a family created a family office general ledger system out of family necessity.

2. 

   30 Jun 2026

   The Journey from Accounting to Technology for Family Offices With Lindy Antonelli

   Learn how Armanino and Accounting Mainstay has Also Become a Technology Organization.

3. 

   16 Jun 2026

   The Legacy Obtained As THE Family Office Solution With Nicole Eberhardt

   Learn why more than 400 family offices across 10+ countries trust Asset Vantage to simplify accounting, unify reporting, and provide a complete view of wealth through a single financial operating system.

4. 

   2 Jun 2026

   CRM Purpose Built for Family Offices with Jim Marks

   Learn why WealthHub is the leading provider of CRM solutions for Family Offices, Trust Companies, and other Ultra-high Net Worth Fiduciaries

5. 

   19 May 2026

   Around the Globe with a Single Platform for Family Office Needs With Ashley Whittaker

   Hear why FundCount is considered around the globe as the single choice for single and multi-family offices.

6. 

   5 May 2026

   One Stop Shopping with a Platform Meant for the Family Office Community With Kartik Srinivasan

   Hear firsthand how Advyzon's tech platform, Auria, combines all aspects of a family office tech stack, along with independent investment management services.

7. 

   21 Apr 2026

   Tech Consulting in the Family Office Industry With Erin Hulse

   Learn how Deviate Consulting became a mainstay in the family office space for tech selection and implementations.

8. 

   7 Apr 2026

   Understanding the "Middle Man" of Accounting Data With Ryan Kerry

   A chance to learn about KnowLedger's beginnings and how accounting data can be automatically moved between systems and sources.

Contact FOXcast: Tech Series

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.