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.

Dean Palmiter is the Co-Founder and CEO of Asseta, an innovative financial management platform built for family offices, investment firms, and other asset managers. With a background spanning accounting, finance, and technology, Dean leads Asseta’s mission to simplify complex, multi-entity financial operations through automation, AI-powered insights, and seamless integrations.

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.