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.

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.

Max joined Elysys in 2007, as Operations Manager, and has been a central player in the development of Elysys’ products since their early inception. He now oversees the overall running of the business along with a focus on developing and supporting new markets.

Ryan is the Co-Founder and CEO of Arch, the digital admin for private investments. Arch helps investors and advisors manage all private holdings—including real estate, venture, hedge funds, credit, and private equity—on a single, streamlined platform. Under Ryan’s leadership, Arch has gained backing from top-tier investors including Menlo Ventures, Craft Ventures, Quiet Capital, Citi, and Focus Partners, and is redefining how LPs and advisors interact with private market data.

I have been helping organizations with financial software and technology solutions for 30 years including over 20 years of experience with family offices.