ultra-high-net-worth
(2)
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.
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.