--- title: "Navigating Family Office Tech: Innovation & Change" description: Explore evolving tech in family offices with insights on adoption, integration, and AI trends in this episode of the Risclarity WealthTech Podcast. image: https://insights.risclarity.com/hubfs/rick-higgins-carl-knecht-podcast-v241219-1.jpg --- [![Risclarity logo](https://insights.risclarity.com/hubfs/risclarity-logo-v2.svg)](https://risclarity.com) - [Solutions](https://risclarity.com/solutions) - [Clients](https://risclarity.com/clients) - [Services](https://risclarity.com/back-office) - [Partners](https://risclarity.com/partners) - [Company](https://risclarity.com/company) - [About Us](https://risclarity.com/about) - [Our Team](https://risclarity.com/about#our-team) - [News](https://risclarity.com/news) - [Careers](https://risclarity.com/careers) - [Awards](https://risclarity.com/awards) - [Insights](https://insights.risclarity.com) [Contact](https://risclarity.com/contact)  Video # Navigating Family Office Tech: Innovation & Change [The WealthTech Podcast](https://insights.risclarity.com/author/the-wealthtech-podcast)| Feb 18, 2025| Duration: 38:51 [Best Practices](https://insights.risclarity.com/tag/best-practices) [Videos](https://insights.risclarity.com/tag/videos) ![](https://insights.risclarity.com/hubfs/rick-higgins-carl-knecht-podcast-v241219-1.jpg)   In this episode of The WealthTech Podcast, host Mark Wickersham speaks with [Rick Higgins](https://www.risclarity.com/bios/rick-higgins) and [Carl Knecht](https://www.risclarity.com/bios/carl-knecht) about the evolving technology landscape in the family office and wealth management space. They explore key topics such as the importance of iterative technology adoption, the best-of-breed vs. all-in-one approach, and common mistakes firms make when upgrading their tech stacks. The discussion highlights challenges like data integration, cybersecurity, and change management while offering practical insights on reporting strategies, vendor selection, and outsourcing. They also touch on emerging trends in AI and machine learning, emphasizing the need for data readiness to leverage AI-driven insights in the future. The episode wraps up with a personal touch as the guests share their favorite spots in Colorado. ## Resources - [Episode Transcript](https://insights.risclarity.com/hubfs/Podcast%20Transcripts/Risclarity-WealthTech-Podcast-Transcript-R&C-v250212.pdf) - [Advantages of Best of Breed Technology - Video](https://youtu.be/-rX9tV1ulgI) - [How Family Offices can Improve Their Client Reporting - Video](https://youtu.be/UVwrwVWs7lc) ## The Risclarity WealthTech Podcast [The WealthTech Podcast](https://insights.risclarity.com/tag/podcasts) is a monthly interview series hosted by [Mark Wickersham](https://www.linkedin.com/in/markwickersham/). Each month, we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people, and processes. Listen and subscribe to The WealthTech Podcast on your podcast platform of choice: - [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-risclarity-wealthtech-podcast/id1766757771) - [Spotify](https://open.spotify.com/show/0409Z59xAjTOjR2POTgSXI) - [Amazon](https://www.amazon.com/The-Risclarity-WealthTech-Podcast/dp/B0DG6FZ2HR/ref=sr_1_1?crid=1DA8JHGQBVN2Z&dib=eyJ2IjoiMSJ9.LupcCMmXD3jacYXXjC8ARHfyviajNB82DHfIjo491Y8.X4MxtAFosaTbzegEciXXBsa8N7f-PnxUl0liKQHs47A&dib_tag=se&keywords=the+risclarity+wealthtech&qid=1728931958&sprefix=the+risclarity+wealthtech%2Caps%2C107&sr=8-1) ## Disclaimer Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change. [Best Practices](https://insights.risclarity.com/tag/best-practices) [Videos](https://insights.risclarity.com/tag/videos) ## Similar posts Videos ### [Top Tech Trends Shaping Family Offices in 2025](https://insights.risclarity.com/top-tech-trends-shaping-family-offices-in-2025) Discover the top tech trends transforming family offices in 2025, including AI, data management, and system integration, to enhance efficiency and... Risclarity Jan 24, 2025 Technology ### [Keys to Digital Client Engagement & Adoption](https://insights.risclarity.com/keys-to-client-digital-engagement-and-adoption) Mark Wickersham and Bill Wyman, President of Summitas, discuss the keys to clients to adopting and engaging with your digital tools. Risclarity Dec 6, 2024 Best Practices ### [Bill Pay - How Family Offices Can Protect Against Internal Fraud](https://insights.risclarity.com/bill-pay-how-family-offices-can-protect-against-internal-fraud) Risclarity's Rick Higgins, CEO, explains why separation of duties and enforced workflows are keys to avoiding embezzlement and fraud within wealth... Risclarity Aug 8, 2024 ### Get notified of Risclarity Insights Be the first to learn about integration platform innovations and best practices that can improve operations and outcomes for your family office.  [![risclarity-logo-white-vector](https://insights.risclarity.com/hubfs/risclarity-logo-white-vector.svg)](https://risclarity.com) Simplifying Complexity: Integration and client reporting solutions for family wealth management. ### EXPLORE - [Solutions](https://www.risclarity.com/solutions) - [Clients](https://www.risclarity.com/clients) - [Services](https://www.risclarity.com/back-office) - [Partners](https://www.risclarity.com/partners) ### COMPANY - [About Us](https://www.risclarity.com/about) - [Awards](https://www.risclarity.com/awards) - [News](https://www.risclarity.com/news) - [Insights](https://insights.risclarity.com) - [Careers](https://www.risclarity.com/careers) - [Contact](https://www.risclarity.com/contact) ### FOLLOW [![LinkedIn Icon](https://insights.risclarity.com/hubfs/site-images/linkedin-icon-white.svg)](https://www.linkedin.com/company/risclarity) [![YouTube Icon](https://insights.risclarity.com/hubfs/youtube-icon-white.svg)](https://www.youtube.com/@risclarity) © Risclarity, LLC All rights reserved [Privacy Policy](https://www.risclarity.com/privacy-policy)  |  [Cookie Policy](https://www.risclarity.com/cookie-policy) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "The WealthTech Podcast", "url" : "https://insights.risclarity.com/author/the-wealthtech-podcast" }, "dateModified" : "2025-03-12T20:48:04.797Z", "datePublished" : "2025-02-18T16:03:22.000Z", "headline" : "Navigating Family Office Tech: Innovation & Change", "image" : [ "https://insights.risclarity.com/hubfs/rick-higgins-carl-knecht-podcast-v241219-1.jpg" ], "mainEntityOfPage" : { "@id" : "https://insights.risclarity.com/navigating-family-office-tech-innovation-change-best-practices", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://insights.risclarity.com/hubfs/risclarity-logo-v2.svg" }, "name" : "Risclarity" } } ```