family-office
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Scott Wood Plays the Long Game
He built a wealth advisory firm around fewer conflicts, longer relationships and a patient idea he calls decading. Twenty-five years on, Scott Wood is still asking what lasts.
David Bull Wants to Turn the Family Fortune Into a Family Business
The Ark Financial founder has a simple diagnosis for entrepreneurial wealth: the experts may all be competent, but nobody owns the seams. His answer is an operating system for the business of the family.
Rob Nelson Built a Wealth Firm Around the Work Between the Work
For three decades, the NorthRock founder has followed one practical question: what keeps becoming the client’s problem after the experts leave the room? His answer became a financial firm built around coordination, continuity and generosity.
David Sternberg Built a Wealth Firm Around the Risk Nobody Else Wanted to See
A surprise visit to the CBOE turned a real-estate graduate into a floor trader called Beast. Four decades later, the habit that defined David Sternberg's career remains disarmingly simple: prepare for the day nobody expects.
Wayne Osborne
Wayne Osborne is the co-founder and CEO of Way2B1, a San Francisco-based software company building an integrated operating platform for families and family offices. He spent roughly 25 years working inside the family office world, including running the office of a high-net-worth family in the San Francisco Bay Area, before turning those firsthand frustrations into a product. Way2B1 unifies people, services, documents, and approval workflows behind bank-level security so family offices can make faster, more confident decisions. Osborne, who holds a Master of Divinity from Princeton Theological Seminary, also serves on the board of the San Francisco Child Abuse Prevention Center.
Jason Eiswerth
Jason Eiswerth is the CEO of Canoe Intelligence, a New York-based financial technology company that uses machine learning to ingest, categorize, extract, and validate alternative investment documents and data for more than 400 investment firms. A technology entrepreneur with more than 20 years of senior management experience, he took the helm in 2020 and has since guided Canoe through multiple funding rounds, including a $36 million Series C led by Goldman Sachs in 2024, while positioning the company as core infrastructure for the alternatives industry.
Robert Mallernee
Robert Mallernee is the founder and CEO of Eton Solutions, the Research Triangle Park company behind AtlasFive, an integrated, cloud-native, AI-driven platform that runs the back office for more than 1,000 of the world's wealthiest families. A CFA with three-plus decades in ultra-high-net-worth wealth management, he built the software inside a real multi-family office (Eton Advisors) before spinning it out to sell to the rest of the industry. His pitch is blunt: spreadsheets are 'separate-sheets,' and the modern family office needs one system, not a hundred. In 2025 Eton closed a $58M Series C to push AtlasFive and EtonAI deeper into private equity, funds and global private banks.
Raj Bhattacharyya
Raj Bhattacharyya is the CEO and Board Member of Robertson Stephens Wealth Management, a national registered investment advisor he has helped scale from $1.5 billion to $7.1 billion in assets under management since taking the helm in 2020. A Harvard-trained computer scientist turned three-decade Wall Street veteran, he brings rare fluency in both quantitative finance and enterprise technology to the RIA sector, where he is building what he calls a 'best-of-breed' wealth management platform. Before Robertson Stephens, he spent 17 years at Deutsche Bank leading FX and Latin American Markets businesses, plus stints at Merrill Lynch and Goldman Sachs, and founded early-stage fintech firm YY Capital.
Adam Bo
Adam Bo is a Silicon Valley growth operator and behavioral scientist turned investor and active advisor. As General Partner at a12i, a San Francisco firm working at the intersection of fintech, e-commerce, and AI, he writes checks, opens doors, and rolls up his sleeves on growth problems for the founders he backs.
Robert Jones
Robert W. Jones is a Cincinnati-based venture investor who spent 30 years rising through General Electric - from GE Plastics to GE Capital to GE Aviation - before retiring as Senior Executive of Human Resources for GE Aviation's Global Engineering organization. In retirement, he founded Realm Capital Ventures, a family venture investment firm focused on global innovation, became a Limited Partner at Y Combinator and Kearny Jackson, and joined Queen City Angels as an Investor Member. He is also a community leader with board roles at the Urban League of Greater Southwestern Ohio, University of Cincinnati's Lindner College of Business, and more.
Tom Morgan
Thomas W. Morgan is a 30-year private equity veteran who pioneered the GP stakes investing category when he founded Hycroft Capital in 2015, the first firm dedicated solely to minority, non-control investments in private equity management companies. His career arc spans First Boston, Bain Capital during its formative 1990s growth, and 15 years at New Mountain Capital (raising $15B+ AUM). After merging Hycroft into Magnetar Capital and co-founding Aviditi Advisors (acquired by Piper Sandler in 2024), he now manages Greylock Capital Partners, his family office with interests in franchise concepts, commercial real estate, and private investments, from Manhattan's Upper East Side.
Kevin Sekniqi
Kevin Sekniqi is a computer scientist, entrepreneur, and investor best known as the youngest co-founder of Ava Labs, the company behind the Avalanche blockchain. A former PhD candidate at Cornell University who dropped out to build, he began mining Bitcoin at age 16 from his childhood bedroom in Brooklyn. After helping scale Avalanche to millions of users and a multi-billion-dollar ecosystem, he transitioned to running a family office focused on investing in and incubating companies tackling tough problems across biotech, nuclear energy, blockchain infrastructure, and quantum computing.
Michael Kao
Michael Kao is a veteran macro investor, former hedge fund manager, and founder of Akanthos Capital Management, now running his family office. A UC Berkeley EE/CS and Wharton MBA graduate who traded commodities at Goldman Sachs and co-founded Canyon Capital Arbitrage Fund, he built his career on a proprietary framework called 'Alpha With Asymmetry.' Known online as @UrbanKaoboy, he publishes the Kaoboy Musings newsletter on Substack - covering finance, macroeconomics, geopolitics, and thrash metal - and co-hosts the KAOS THEORY podcast with Grant Williams.