The adoption of cutting-edge technology is really accelerating the professionalisation of the family office segment. Firms know that a great client experience must be backed by operational excellence, and that this can actually become the bedrock of their value proposition.

Back-office automation is key to operational efficiency, while in the front technology-enabled access to investments is unlocking the exciting opportunities today’s clients demand. Freeing up resources to focus on higher-level work is top priority across businesses.

The development of broader, deeper services is paramount as family offices move to embed themselves more fully into the wider family enterprise. But doing all this cost-effectively is no easy task. Selecting the right solutions, and implementing them in the right way, will be vital as family offices look to the future.

Who should attend:

Business leaders, operations, information technology, compliance, client service professionals, relationship managers within private and commercial family offices, and other wealth management firms serving UHNW clients, as well as wealth owners considering setting up a family office.

This event is exclusively for qualifying members of the Family Wealth Report network and invited guests.


8:00am                 Breakfast 8:50am                  Summit Welcome 8:55am                 Keynote: Embracing disruption – leveraging technology to redefine the value of the advisor 9:30am               Lessons Learnt & Best Practices in Making a Business Case, Buying and Implementation 10:25am                Morning Break 10:55am             The GDPR Effect on U.S. Families, Advisors and Institutions 11:40am             Tech Demos/Presentations Round 1 (2 x 20 min)  12:30pm                Lunch 1:30pm               The Holy Grail: Is a Truly Integrated Technology Platform Possible? 2:30pm               Tech Demos/Presentations Round 2 (2 x 20 min)  3:20pm                   Afternoon Break  3:50pm               Report Launch Presentation 4:05pm                How the Next Generation of Family Offices Will Win on Technology 5:05pm                    Closing Remarks 5:10pm                    Cocktails 6:00pm                    END


Date and Time

Date: Thursday 21st March - 2019
Time: 8:00 am – 6:00 pm


The Convene Center

Address: 101 Park Ave, New York, NY 10178, United States​

Advisory Panel

Avi Sharon

Executive Vice President and Product Strategist


Mr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic […]

Charlotte Beyer

Founder of IPI

Principle Quest Foundation

A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. Beyer’s career spans 40+ years, first on Wall […]

4th New York Family Office Fintech Summit 2019

Joseph W Reilly Jr

CEO and Founder

Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office […]

Steve Prostano

Partner, Head of Family Advisory Services

PKF O’Connor Davies

Steve is an innovator and thought leader in the global financial services industry. He has built leading MFOs and asset management firms and has advised industry leaders and UHNW families […]

About our Sponsors

Headline Sponsor


Keynote Speaker

Michael Cole

Managing Partner


Michael is an industry veteran with more than 25 years of experience building successful wealth management firms. Most recently, Michael served as the CEO of Cresset Asset Management, an SEC […]

Nimesh Patel


Cresset Family Trust

NIMESH PATEL is Chief Technology Officer and Chief Operating Officer for Cresset. For nearly two decades, Nimesh has applied his extensive technology acumen developing innovative technology platforms, enabling product innovation […]


April Rudin

Founder and President

The Rudin Group

The Rudin Group founder April Rudin is a widely acknowledged top marketing strategist for the financial-services and wealth-management sectors. Her firm designs bespoke marketing campaigns for leading wealth-management firms, fintechs, […]

Bob Miller

CEO and Vice Chairman of the Board

Private Client Resources (PCR)

Bob became CEO of PCR in 2016 after a year as Vice Chairman and strategic advisor.  A founder of 5 financial technology companies in which he was both technical architect […]

Carol R. Kaufman

Founder and CEO


Carol R. Kaufman consults to HNW families, entrepreneurs and trusted advisors.  Her newly released software venture, Pinventory®, coupled with her consulting service, www.homeinventoryacademy.com, focus on the responding to the need for […]

Chris Rose

Sales Engineer

4th New York Family Office Fintech Summit 2019

Chris is a member of SEI Archway’s Business Development team serving as a subject matter expert for prospective clients interested in SEI Archway’s technology and service solutions. He is responsible […]

Darren Berkowicz

MD, SS&C GlobeOp Fund Services

SS&C GlobeOp

Mr. Berkowicz is Managing Director of SS&C GlobeOp Fund Services, the global hedge, private equity, fund of fund and private capital administration unit of SS&C Technologies Inc. He joined SS&C […]

Deb Bailey

Consultant – Technology Coordinator & Project Manager

Gresham Partners, LLC

Deb’s responsibilities include coordinating technology support and projects, business analysis, and project management. She has been with Gresham both as an independent consultant and employee since its founding. Prior to […]

4th New York Family Office Fintech Summit 2019

Tania Neild



Dr Neild is CEO of InfoGrate, a consulting boutique specializing in information technology for family offices. We architect solutions that encompass GL/portfolio management/partnership accounting/CRM selection, data integration, operations, performance reporting, […]

Howard Geller

Principal, Strategic Consultant

Hudson Peak Group

Howard Geller is a strategic consultant working with family offices, individual investors, wealth managers, investment managers and private equity to assess, analyze and recommend solutions. He has over 20 years […]

Jennifer Moore

Family Office Controller

HoltCat Family Office

Jennifer Moore, CPA, is the Family Office Controller for the Holt Family. Based in San Antonio, the Holt’s own and operate the largest Caterpillar equipment dealer in the United States […]

Jonathan Hudacko


Just Invest

Jonathan is the CEO of Just Invest. Founded in 2016, Just Invest is a leading Direct Indexing provider formed by leading technologists and investment specialists from Aperio Group, Blackrock, MSCI […]

Kyle Gemp

VP, SS&C GlobeOp Private Capital Group

SS&C GlobeOp

Mr. Gemp is Vice President of SS&C GlobeOp Private Capital Group overseeing technical delivery, accounting and operations of the Private Capital Group serving Single/Multi Family Offices, Endowments, and other Private […]

Mark Lacana

VP, Global Sales


Mark joined AltaReturn in 2010 and is focused on sales and business development for AltaReturn. Mark has 17 years professional experience in the asset management industry, 10 years of which […]

Mark Wickersham

VP, Business Development


Mark Wickersham is a vice president and business development consultant for City National Bank’s Datafaction® sales team. He is responsible for growing Datafaction’s presence and revenue in the family wealth […]

Mike Slemmer

LP Sales Director

Dynamo Software

Mike Slemmer is Sales Director at Dynamo Software. Dynamo powers investment decisions of clients representing $4tn+ of assets and serves over 1,000 clients including pension funds, sovereign wealth funds, endowments […]

Paul Hoffman


The St. Louis Trust Company

Paul M. Hoffman leads teams of professionals committed to meeting the financial goals and objectives of client families and institutions. While Paul spends most of his time serving clients, he […]

Ruth Calaman

General Counsel and CCO

Evercore Wealth Management

Ruth Calaman is a Managing Director at Evercore and the Chief Compliance Officer and General Counsel of Evercore Wealth Management, LLC and Evercore Trust Company, N.A. She is responsible for […]

Sergei Bourlatskii


DS Advisors

Sergei Bourlatskii is the CFO at DS Advisors. Before joining DS, he was the CEO of AnantaFO Inc., a single-family office managing both personal/trust investments as well as philanthropic efforts through […]

Seth Brotman


Canoe Intelligence

Seth is responsible for building and managing the business, product development, and client service teams. Seth has seventeen years of alternative investment and FinTech experience. He started his career focused […]

Sherwood Yuen

Head of Partnerships

Just Invest

Sherwood is the Head of Partnerships at Just Invest, and has over 17 years of investment management experience, both in the institutional and retail client space.  He previously worked at […]

Stephanie Notarianni

MD, Operations & Technology


Stephanie leads Pitcairn’s Insurance, Operations, and Technology departments. She provides input on the firm’s strategic planning and is responsible for leading technology initiatives designed to improve the client and employee […]

Ted Argus

Senior Manager, Technology Implementation Consulting

4th New York Family Office Fintech Summit 2019

Beginning his career with SEI Archway in 2008, Ted has managed dozens of family office technology implementation projects as well as provided conceptual knowledge of performance measurement to clients and […]

Thomas DeMayo

Principal, Cyber Risk Management

PKF O’Connor Davies

Thomas DeMayo is a Principal in the Cyber Risk Management group of PKF O’Connor Davies and is responsible for the implementation and design of the Firm’s cybersecurity service client offerings, […]

Tricia Haskins

VP, Digital Strategy & Platform Consulting

Fidelity Institutional

Tricia Haskins is vice president of Digital Strategy & Platform Consulting with Fidelity Institutional. With over 20 years of experience in financial services, Ms. Haskins leads the strategic team that […]