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Tech-NEW-logy: Paul McKibbin Interviews Asset Vantage

June 4, 2026 | 9:00 am

A Tech-NEW-logy Institute interview exploring AI, technology adoption, integrations, and the future of scalable family office operating systems with Paul McKibbin, Sunil K. Dalal, and Nicole Eberhardt.

Detailed Description

Modern family office technology is entering a new phase.

Hosted as part of the Tech-NEW-logy Institute series, this session brings together Paul McKibbin, Sunil K. Dalal, and Nicole Eberhardt to discuss how family office technology is evolving beyond operational tools into enterprise-grade infrastructure.

The conversation explores the role of AI in family office operations, the realities of technology integrations and implementations, founder-led versus private equity-backed technology firms, and what it takes to build scalable operating systems for modern family offices.

Through industry perspectives and real-world experiences, attendees will gain insights into the challenges and opportunities shaping the next generation of family office technology.

Featured Speakers

Paul McKibbin

Executive Director EY

Paul McKibbin is an Executive Director at EY and a recognized advisor to family offices on technology strategy, information architecture, reporting infrastructure, and operational design. He specializes in helping family offices build scalable accounting, reporting, and risk management environments. Prior to EY, he was a Managing Partner at Family Office Metrics and founded Private Family Networks, a provider of secure virtual family office platforms.

Sunil K. Dalal

Founder & Chairman UNIDEL

Sunil K. Dalal is the Founder & Chairman of UNIDEL, a family of technology companies focused on transforming fragmented data into actionable intelligence. A serial entrepreneur and active investor through his single-family office, RM Capital, he leads businesses across WealthTech, Industrial IoT, and CareerTech. Sunil is also the founder of Asset Vantage and is passionate about building technology businesses that solve complex real-world problems.

Nicole Eberhardt

Managing Director, North America Asset Vantage

Nicole Eberhardt is Managing Director, North America at Asset Vantage, where she leads customer engagement, strategic partnerships, and growth initiatives across the firm's UHNW and family office client base. With more than 25 years of experience in financial services technology, operations, and wealth management solutions, she specializes in workflow optimization, investment accounting, reporting, and operational efficiency. Prior to joining Asset Vantage, she held leadership and advisory roles at organizations including Ledgex Software, Oakbrook Solutions, SS&C Technologies, and TKS Solutions

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