Episode 6
August 16th 2023
Show Summary
Asora's mission is to be the family office solution of choice for wealth owners globally and iownit is a platform powering digital transformation of private markets. This program will focus on options for making your back office operations more efficient and accurate.
About the Moderator
Raymond DiNunzio - Digital Family Office, Board Member & Technology Advisor
Introduction: Raymond DiNunzio spends his time focusing on digital transformation and technology applications for family offices. As one of the founders and overseers of TOS Advisors, he leads a firm that provides cutting-edge family office infrastructure services in a wholly digital environment as a service. With a background in the financial sector and expertise in emerging technologies, Raymond brings a depth of knowledge to his role as a board advisor and technology tester for various organizations.
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Background: Raymond DiNunzio is the driving force behind TOS Advisors, a firm that revolutionizes the traditional family office model through digitalization. He has successfully assisted a diverse clientele, ranging from high-net-worth individuals with financial assets of $40 million to single-family offices with a net worth of $16 billion. The firm's expertise lies in delivering clients the most optimal utilization of technology applications available, offering them an alternative to the historical "buy vs. build" dilemma and advocating for adopting outsourced services.
Professional Accomplishments: Prior to his role at TOS Advisors, Raymond held key positions at UBS. He notably helped start and had oversight for the Private Wealth Management Group at UBS. Moreover, he played a pivotal role in developing UBS's Global Family Office Group for North America and was a member of various executive committees.
Technology Enthusiast & Venture Capitalist: Raymond DiNunzio is an expert in family office operations and a keen enthusiast of emerging technologies. He is a board advisor to multiple emerging technology companies, leveraging his insights to drive innovation and successful technology adoption. Additionally, Raymond collaborates closely with venture capital firms and venture studios, actively participating in the testing and launching of new technologies and the development of portfolio companies.
Knowledge Sharing & Innovation: Raymond's passion for technology and innovation extends beyond his primary roles. He is also an expert advisor to & Simple in Copenhagen, where he advises and tests technologies for their Knowledge Sharing Organization. His contributions have been invaluable in enhancing the organization's efficiency and effectiveness.
Conclusion: Raymond DiNunzio is a leading expert in the digital transformation of family office operations. As the founder and overseer of TOS Advisors, his team has redefined the way family offices approach technology applications, providing them with state-of-the-art digital infrastructure services. His extensive experience in the financial industry and his passion for emerging technologies make him a sought-after advisor and technology tester for various organizations. Raymond's dedication to knowledge sharing and innovation further cements his position as a trailblazer in the realm of digital family offices.
About Asora
Represented by Adam Cleland, Founder & CEO
Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation are replaced with automated data feeds, comprehensive data cleansing and enrichment and digital on-demand reporting.
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Asora is focused around 7 key pillars:
· Data Automation
· Performance monitoring
· Private asset tracking
· Accounting
· Workflows and alerts
· Documents
· Mobile
For a comprehensive suite of functionalities, visit asora.com/features/
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About Adam
Adam is the founder and CEO of Asora. Asora was founded in 2021 as a software platform dedicated to meeting the needs of family offices. Adam’s diverse background of advising wealthy families for almost 2 decades as a qualified accountant, tax adviser and Chartered Financial Analyst helps shape Asora’s mission of being the operating platform of choice for family offices globally.
Before Asora, Adam co-founded and was COO of Argeau an MFO, Head of Wealth Advice at Davy and previously worked at PwC & Goldman Sachs.
About iownit
Represented by Rashad Kurbanov, Co-Founder & CEO
iownit is a modern, blockchain-based financial infrastructure and marketplace for investing and transacting in alternative investments, enabling sponsors, administrators, financial advisors and investors to achieve their goals conveniently, securely and efficiently, while remaining regulatory compliant.
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About Rashad
Rashad is the CEO and Co-founder. Prior to founding iownit, Rashad had more than 20 years of professional experience in the capital markets and management consulting industry, having worked for the largest financial services firms. Rashad has an in-depth knowledge of complex Front-to-Back processing environments across all asset classes and comprehensive understanding of the market trends, technology impact on capital markets, and regulatory changes.
