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.

Alex is the co-founder and CEO at Truewind, a San Francisco-based technology startup building AI-powered Accounting. Previously, he was an investor at Alliance Ventures and Schematic Ventures, where he invested in early stage industrial and mobility companies. An engineer by trade, Alex was an engineer at Boeing where he helped design the 777X aircraft. Alex received his MBA from Columbia University and BS in aerospace engineering from USC. He is an avid skier, basketball player, book reader, and outdoor enthusiast.

Experienced Chief Executive Officer with a demonstrated history of working in the financial services computer software industry. Strong business development professional skilled in Software Industry, Software Development, Business Analysis, Sales Presentations, and Alternative Assets.

Paul Freeland is a Family Enterprise Partner at PwC with over 25 years of experience in the fintech industry. He leads PwC's Wealth Compass managed service, focusing on the technology and reporting needs of family offices and ultra-high-net-worth individuals. Paul specializes in long-term planning, asset aggregation, and partnership administration for family investment pools. He is a founding partner of Archway Technology, a leading SaaS provider for private wealth management. Paul holds an MBA from Indiana University and is a licensed CPA. Outside of work, Paul enjoys hiking and biking with his family and friends, spending time with his three children, and playing with his dogs.