Charmaine Tang, CEO of ORCA Americas, joins Host Mark Wickersham to discuss the hidden operational risks inside modern family offices on The WealthTech Podcast. The conversation covers the "death audit," a tabletop exercise family offices run to prepare for the loss of a key person before a crisis forces the issue. Charmaine and Mark also trace the rapid shift in family office attitudes toward AI, from cautious wait-and-see to widespread daily use of tools like Claude, and why clean, reconciled data is the real foundation that determines whether AI delivers value or risk. What you will learn: ✅ How entity management systems such as ORCA fits alongside performance reporting and accounting systems in a family office tech stack ✅ How a "death audit" or key person risk exercise protects a family office from crisis driven decisions ✅ Why family office sentiment on AI shifted so fast, and what that means for governance ✅ How poor data hygiene undermines AI results ✅ Why heavy exposure to private investments and real estate changes a family office's operational needs ✅ What family offices should prioritize now to future-proof their technology over the next three years As always, we end the podcast on a personal note with three questions that have nothing to do with wealthtech. 🎥 Watch on YouTube: https://youtu.be/GTl_51l0_io 📢 Connect with Us: 🔗 *Charmaine Tang:* https://www.linkedin.com/in/charmaine-t/ 🔗 ORCA: https://www.withorca.com/ 🔗 *Mark Wickersham:* https://www.linkedin.com/in/markwickersham/ 🔗 WealthTech Podcast: https://www.thewealthtechpodcast.com/ About Charmaine Tang Charmaine Tang is the CEO of ORCA Americas, a subsidiary of ORCA AG. Charmaine has over 25 years of experience in finance, as an Investment Banker, Private Banker, and Equity Research Analyst at top global firms covering the Tech, Media, and Retail industries. Charmaine is based in Dallas and New York. About ORCA ORCA's Structure Charts, Entity Management and Regulatory Reporting solutions are the easiest, fastest, and most intelligent way to manage tax, legal, and compliance to-dos. We are trusted by family offices, investment companies (PE, VC), trust companies, CPA firms, private client advisors and law firms worldwide. About The WealthTech Podcast: The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver. The WealthTech Podcast is brought to you by the generous support of Asseta AI. About Asseta AI Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. To learn more please visit www.asseta.ai Disclaimer The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors. The WealthTech Podcast makes no representations as...
