Philip Strassler

Founder of Larry Kraus Family Office Tax & Tech-NEW-logy Institute

Phil Strassler, through Strassler, LLC consults with families of wealth and single-family offices on strategy, successful business practices and building sustainable Family Investment Offices. From 2008 he has been instrumental in the creation and staffing of some of the largest SFOs on the East Coast.

Kartik Srinivasan

President, Advyzon Institutional

Kartik Srinivasan joined Advyzon in 2024 and serves as President of Advyzon Institutional where he is responsible for developing capabilities to serve the needs of family offices and wealth managers serving UHNW clients. Prior to joining Advyzon, Kartik spent seven years at Schwab where he served as Managing Director of 3rd Party Integrations and Partnerships. Kartik started his professional career at Morningstar, where is served for 12 years in a variety of roles in the advisor software business.

Michael G. Perez

Managing Director, Family Office Practice at F2 Strategy

Over 25 years of experience in professional services for wealth management, specializing in private banking and trust companies

Amar Varma

Co-Founder & CEO, Mantle

Amar’s journey began in Silicon Valley, where his work on foundational technologies like the GPU and USB 1.0 sparked an entrepreneurial path that led from roles in public and private tech companies to venture capital and the founding of several successful ventures—including Xtreme Labs (acquired by Pivotal), Hatch Labs (parent of Tinder, acquired by IAC), and Autonomic (acquired by Ford)—ultimately culminating in his current role as co-founder and CEO of Mantle, where he continues to build solutions that address critical gaps in the technological landscape.