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.

Kirby Rosplock, PhD, is the founder of Tamarind Learning, an award-winning online platform that educates families, beneficiaries, and advisors in areas of family wealth management. Author of several books, including "The Complete Family Office Handbook", she combines her extensive experience and knowledge of family business, family office, and wealth management. Recognized as an innovator and trusted advisor, Kirby's work has earned her multiple accolades, including Best Specialty Service Provider (2022) by the Family Wealth Report. She also hosts the Tamarind Learning podcast.

As the founder and Partner-in-Charge of PKF O'Connor Davies' award-winning Family Office practice, I lead a team providing financial management, tax, accounting, and advisory services to ultra-high-net-worth individuals, family offices, and businesses. Previously, I served as CFO and Controller for a private family investment firm in NYC and was a Partner at a mid-sized CPA firm, managing financial matters for high-net-worth individuals and families, including prominent figures in entertainment and business. My expertise spans industries such as family offices, investment firms, art galleries, real estate, manufacturing, and nonprofit organizations.

**Lou D’Addario** As Chief Revenue Officer at Foundation Source, Lou D’Addario oversees all revenue-generating activities, including sales, business development, and strategic alliances, delivering tech-enabled services to financial institutions, philanthropic families, and professional advisors. A seasoned sales leader, Lou has extensive experience in applying innovative technologies to financial services, transforming inefficient processes into value-driven solutions. Previously, he was Managing Director at Charles River Development, where he drove revenue growth, and at Envestnet, leading institutional business development with 20% annual revenue growth. Notably, he helped grow FolioDynamix from $5 million to $82 million in ARR, leading to its acquisition by Envestnet. Lou also serves as a strategic advisor and former board member of BaseCap Analytics and supports causes like St. Jude Children’s Research Hospital and animal welfare. He holds a bachelor’s degree from Rutgers University.