Build vs. Buy: AI for Family Office Accounting | InfoGrate x Truewind

​Family offices run some of the most complex structures in finance, and there are now 500+ family office tech products to choose from, 125 of them AI native. So which accounting workflows should you build in-house, and which should you buy?

​Join Tania Neild (Founder & CEO, InfoGrate) and Alex Lee (Co-founder & CEO, Truewind) for a practical session on AI for family office accounting.

​What we'll cover:

• ​Three questions that set your build posture: who builds it, how exact it needs to be, and where it runs

• ​A simple rule of thumb: when to buy and when to build

• ​Ten family office workflows, from custodial statements to family reporting, marked build or buy

• ​A live demo of three workflows: two to buy, one to build

• ​Guardrails and maintenance if you build, and how Tania vets an AI vendor

​About the speakers:

​Tania Neild is the Founder & CEO of InfoGrate, which provides technology and operations for single and multi family offices. She co-founded EnvestNet and built the aggregation, reconciliation and reporting platform at Private Client Resources.

​Alex Lee is the Co-founder & CEO of Truewind, which builds AI agents for accountants and is trusted by 200+ businesses and accounting firms.