Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just adopting new tools, but ensuring they deliver security, transparency, and personalization for ultra-high-net-worth families. In this environment, technology has shifted from back-office infrastructure to the front line of client engagement.
In a recent episode of the WealthStack podcast, host Shannon Rosic speaks with Dan Burke, chief technology officer and founding partner at Callan Family Office, about how CTOs balance innovation with risk, build client-driven tech roadmaps, and why reporting and data remain the backbone of digital transformation in wealth management.