Show Summary – Episode 7
This program focuses on options to help streamline operations and provide an outsourced solution along with improving communications, managing governance, and enabling secure connections between family members and the family office.
About the Moderator
Andy Fox, Family Office Executive
Andy is a wealth management professional with over 35 years of experience. He spent the last 16 years in the family office space as a COO or CFO of single family offices. His expertise is in investment accounting and reporting, operations and administration. Andy represented the first family office to implement the SEI Archway product, which was successfully completed due to his background and experience.
RSM
FamilySight is RSM’s cloud-based dashboard, offering a suite of proprietary and customizable technology solutions purpose-built for family offices. It delivers the access, control, and transparency needed for timely, strategic decision-making by unifying the entire family office ecosystem—from wealth aggregation and automated tax preparation to outsourced accounting—at a scale that matches operational complexity. By moving away from manual processes toward cloud-based automation, FamilySight enables family office teams to focus on higher-value decision-making rather than administration.
Represented by John Castrucci and Michael Johnson.
Michael Johnson, Partner
Mike is a Tax Partner and leader of RSM’s Family Office Enterprise technology platform, FamilySight. Having served family office clients for over 20 years, his recognition of working in silos was not achieving the consistent results our clients expected. Working with firm leadership, he created and shaped the vision for what is referred today as FamilySight. He believes that clients having secure access, full-transparency, and control over their data is the starting point for all family offices, and with that, the possibilities are endless. Mike and his family live outside of Chicago. He has his Bachelor degrees in both Accountancy and Finance, as well as a Masters in Taxation, all from DePaul University in Chicago.
John Castrucci, National MD of Family Office Advisory Services
John works in RSM’s Family Office practice and has over 30 years of family office advisory experience including over 10 years of public accounting experience, covering family office tax and family office advisory services in the areas of individual tax, family office structuring, leading practice reviews, risk practice & procedural reviews, legacy planning, governance advisory, family office design, and technology search and selection initiatives. John also has 10+ years of experience at Private Wealth Management & MD at a Global Multi-Family Office (MFO) as regional managing director running & overseeing wealth transfer strategists and a founding member of a financial institutions MFO task force. John served in C-suite roles as CEO, CFO, and COO of Multi-generational Global Single-Family Offices (SFO).
Trusted Family
Trusted Family is a secure governance platform that enables single and multi-family offices to manage relationships and communications across shareholders, advisors, and administrators through one centralized portal. Founded by next-generation entrepreneurs from European business families, the platform draws on over a decade of industry expertise to improve operational efficiency, streamline communication, and support long-term success through effective digital family governance and an exclusive global community sharing best practices, research, and insights.
Represented by Elvira Orza Hnatov, Head of the Americas
Elvira Orza is Head of the Americas for Trusted Family. She joined Trusted Family in 2014 and has been instrumental in making the US Trusted Family’s biggest market. She is also a member of Trusted Family’s global Advisory Committee. Before joining Trusted Family, Elvira was a partner at Family Office Metrics, (now part of Ernst & Young) a leading provider of technology, operations and strategic consulting to the ultra-high-net-worth family office marketplace. Having extensive experience working with family offices and family businesses, she understands the unique complexities of enterprising families.
