In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kent Lawson, Chief Operating Officer at Family Office Exchange (FOX), to explore how family offices are navigating technology transformation. Kent shares insights from years of working on both the family office and vendor side—shedding light on the real challenges around technology adoption, the importance of change management, and why selecting the right tools begins with understanding the family’s long-term vision.

The conversation covers:

• Common pitfalls in family office technology selection
• How AI is reshaping workflows, data access, and reporting
• The ongoing shift toward specialized, plug-and-play solutions
• The role of generational wealth transfer in accelerating modernization
• Why data quality and change management often determine success

Kent also reflects on his unique journey from professional musician to family office executive, offering a personal perspective on leadership and adaptation.

Tune in for practical takeaways and big-picture insights on the future of family office technology.

🎥 Watch on YouTube: https://youtu.be/sCmr8KaUcFo

About Kent Lawson

Kent Lawson is the Chief Technology Officer at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace.

With a degree in Music Performance from Ball State University, Kent spent his early years performing as a jazz saxophonist and married another musician, which led him to his “day job” within the wealth industry as a part-time file clerk with an RIA. His background in creativity and thinking outside the box provided the foundation needed for designing innovative solutions in business process and technology making him perfectly suited for the family office industry.

 About Family Office Exchange

Family Office Exchange (FOX) delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations. Founded in 1989, FOX was the first–and continues to be the industry-leading–membership organization that brings together families, family office executives, and their trusted advisors. Since inception, FOX has worked with over 2,000 families and advisors from around the world. 

 For more information visit: http://www.familyoffice.com

About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.