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.

Erin is the founder and owner of Deviate Consulting, a software consulting firm for family offices. Erin is a financial and software professional with a diverse background in the alternative investment and private wealth space, specifically working with family offices, high net worth individuals and hedge funds.

Kareem is Co-Founder of AltExchange, a technology platform designed for High Net Worth (HNW) investors and Wealth Advisors (RIAs) to manage Alternative Investments. Formerly a Product Manager at Bloomberg and finance professional with Private Equity, Investment Banking and Consulting experience.

Alan Perl is the Director of Client Service and Business Development at Fi-Tek Wealth Solutions and heads business development, client services, implementations, and client training on the Rockit®Command platform. He has over 20 years of financial services and technology deployment expertise in Trust, Large Institutions and Family Offices. Alan joined Fi-Tek Wealth Solutions’ predecessor firm, Rockit Solutions, in 2007 and throughout his tenure has held multiple front office roles within the firm.

Former North American publisher of Family Wealth Report. Sales & key account manager with 15+ years' experience in publishing/events & wealth management tech. Skilled in launches, negotiations, leadership. Avid athlete, published academic, experienced in diverse global environments. Passionate about fostering enduring relationships.