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.

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.

Paul is a Managing Director in Ernst & Young LLP’s Americas Family Office Advisory practice, where he focuses on bringing leading practices to the governance, management, and operations of single-family offices, with deep expertise in information architecture and the design and implementation of risk management, reporting, and accounting infrastructure for some of the world’s most sophisticated family offices; prior to joining EY in 2016, he was a managing partner at Family Office Metrics, a globally recognized consulting firm for single-family offices, and before that, the founder and president of Private Family Networks, a provider of secure virtual family office platforms acquired by Guggenheim Partners in 2004. He is a regular speaker on family office topics, most recently presenting on reporting architecture to the Florida Family Office Group and the French Family Office Association; and in 2000, his work with families inspired him to found Shaking the Tree Foundation, a nonprofit that uses theater and interactive forums to teach family dynamics and promote philanthropy, where he has participated in more than 45 productions and co-authored over a dozen of the foundation’s unique Living Case Studies.

Sunil is a serial entrepreneur and the Founder and Chairman of UNIDEL, a family of pioneering technology companies that turn scattered data into actionable intelligence. Passionate about building tech businesses that solve real-world problems and disrupt the status quo, Sunil leads UNIDEL companies across the Industrial & Buildings IoT, WealthTech, and CareerTech segments, to enable intelligent Al-driven solutions for the most pressing industry challenges. Softdel | www.softdel.com Connecting Devices, Enterprises, and People Asset Vantage | www.assetvantage.com Financial OS for Family Offices ProTeen | www.proteen.com Be Career Ready Sunil is an active investor through his Single Family Office, RM Capital. He is a member of the Young Presidents Organization and is keen on nurturing entrepreneurial talent. Sunil holds a Bachelor's degree in Mechanical Engineering & Management of Technology from Vanderbilt University, USA.

Nicole is a Managing Director at Asset Vantage (a UNIDEL company) that helps families with complex wealth run their family office like they would their business. Nicole spearheads AV’s North American expansion, forging stronger client connections and strategic alliances to accelerate growth. Backed by AV’s robust foundation and cutting-edge WealthTech platform, she is focused on elevating the firm’s reach and impact among its UHNW clients. With over 25 years of experience as a financial services technology professional and entrepreneur, Nicole specialises in business process reviews, workflow analysis and improvement, back-office accounting processing, and report generation. Before joining AV, she has held senior leadership and advisory roles spanning product development, operations, and client services at leading firms such as Ledgex Software, Oakbrook Solutions, SS&C Technologies, and TKS Solutions. Nicole has a degree in accounting from SUNY New Paltz, New York. Before becoming the CEO of Ledgex, Nicole co-founded TKS Solutions, a NY based software firm whose flagship product, Penny – It Works®, was the premier back office accounting system for the alternative investment space, she served as the Director of Professional Services for SS&C Technologies' and was responsible for all product management, development, and consulting support for their back-office accounting systems - AdvisorWare®, HedgeWare®, and Total Return®.