Dr. Neild consults on complex issues in ledger systems, security attributes, and tax accounting, aligning tech with business needs for compliance and security. As CTO and COO of Private Client Resources, she built a $6B asset-tracking platform and co-founded EnvestNet. She holds a PhD in computer engineering and began her career at the NSA.

Caleb is a systems builder and Power Platform expert specializing in SharePoint, Power Automate, PowerShell, and Power Apps—often in secure, family office environments. A U.S. veteran and dedicated father, he blends tech skills with creativity, exploring automation, game dev, and hands-on learning with his daughters.

Ethan is a seasoned expert in cloud infrastructure, cybersecurity, and technical compliance, with over a decade of dedicated experience supporting family offices. Ethan specializes in creating efficient, secure technology environments for family offices. He has led numerous cloud migrations and implemented robust cybersecurity best practices tailored to the unique needs of modern family offices. Ethan is dedicated to delivering innovative solutions that enable family offices to operate with confidence and resilience in today’s digital landscape.