Overview

Introduction

The Sixth Annual Family Office Fintech Summit 2021, Family Wealth Report’s annual flagship conference, is a forum for discussion of best practice and real-life examples of adopting and investing in technology by multi and single-family offices.

In a decade set to change everything – accelerated by COVID-19 – family offices will need to deploy a radically different toolkit to stay ahead.

Through a tightly-curated three-day programme of keynotes, panel discussions, masterclasses and peer conversations, our 6th Family Office FinTech Summit will provide our guests with insights and action points around three broad themes: 

  • Making family office work in the digital sphere
  • Drivers of technological change & investment opportunities (impact, crypto, etc.)
  • Selecting solutions and making them work: plans, processes and people

 

Event Format

This sixth summit in the series will be held as a virtual event from 4 to 6 May 2021. Our guests will have the opportunity to hear presentations, join in discussions, view technology demonstrations and enjoy networking through a virtual event platform.

Watch the video below to hear more about the summit’s themes and topics, our event format, our partners and invited guests (press on the image for the video to play).

 

Comments, questions, suggestions

For speaker, sponsorship and demo opportunities please contact: adriana.zalucka@clearviewpublishing.com

To register your interest to attend, please fill out your details here.

For suggestions for summit speakers and subject areas, please use this form.

Agenda

The 2020s Toolkit for Family Offices

 

Tuesday 4 May – Making family office work in the digital sphere 

10am ET Pandemic as the driver of a paradigm shift

By Natalie Peters, Director of Relationship Management, SEI

10:35am ET Making family office work in the digital sphere post-COVID

Moderated by Allyson Stewart-Allen, International Marketing Partners

  • Challenges of bringing people back to the office 
  • Striking the right balance between remote versus face-to-face interaction 
  • Importance of operational transparency in a remote environment

11:15am ET Safeguarding data privacy: a vital fiduciary duty for family offices

Moderated by Doris Bonora, Partner and Head of Wills and Estates Group at Dentons

  • Legal, reputational and practical issues, including digital estate planning
  • Best practices in cybersecurity, compliance and operations
  • Creating safe spaces through technology, particularly client portals

 

 

Wednesday 5 May – Drivers of technological change & investment opportunities

10:05am ET ESG and impact in portfolios and giving vehicles

Moderated by Susan Winer, COO, Strategic Philanthropy

  • Simplifying the process of understanding issue areas
  • Building relevant portfolios and giving vehicles
  • Supporting sourcing and due diligence 
  • Reporting of financial and non-financial impact

10:45 am ET Why family offices are doubling down on FinTech companies

Moderated by Carole Crawford, Managing Partner, fincap360

  • Emerging trends and themes 
  • Compelling sub-verticals depending on mandate (stage, thesis, strategy and/or timeline)
  • Fintech considerations specific to family office needs
  • Most intriguing areas when looking into the future

10:45am ET Cryptocurrency & digital assets 101

Moderated by Tom Burroughes, Group Editor, ClearView Financial Media, Publisher Family Wealth Report

  • Terms of reference, why this market exists and what is driving the surge
  • Energy and environmental concerns
  • How to incorporate digital assets into portfolios
  • Custody, settlement, reporting and audit 
  • The role of b2b platforms

 

 

Thursday 6 May – Selecting solutions and making them work: plans, processes and people

10:15am ET Selecting a solution and due diligence (vendor perspectives)

Moderated by Jonathan North, Head of Products, 4Pines Fund Services

  • Where to start? Establishing goals
  • Different solutions for different needs and core functions (GL, portfolio management, bill pay, etc)
  • Best-of-breed and all-in-one
  • Which types of vendors excel in which scenarios

11:15 am ET Making your technology work – plans, processes and people (client perspectives)

Moderated by Tania Neild, CTO and Owner, InfoGrate

  • What made your operation resilient throughout the pandemic
  • Moving forward: designing processes for resiliency and flexibility
    • Bill payment 
    • Document management 
    • Operations 
    • Tax management 
    • Digital interface/client communications
  • Examples of technology tools

 

To see our agenda with speakers per session, please visit our event platform.


Logistics

Date and Time

Tuesday 4th May, 2021 - 10:00 am to Thursday 6th May, 2021 - 9:00 pm

Venue

Online

About our Sponsors

 

Headline Sponsor

Gold Sponsors

Technology Demonstrations Sponsors

Exhibitor Sponsors

Content Partners

Speakers’ Chair

Stephen Harris

Stephen Harris

CEO

ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.

Speakers

Logan Allin

General Partner

Fin VC

Logan is the Managing General Partner and Founder of Fin VC where he is responsible for management of the firm, making investments, maintaining board responsibilities, and adding hands-on operating value with portfolio companies. Logan was most recently VP of SoFi Ventures, where he oversaw minority investments and corporate development. Logan has historically served in VC and Asset Management firm leadership roles as a Venture Partner at Light Street Capital, Partner at Formation Group, Managing Director at Invesco, SVP at City National Bank, and Director at PwC. Key firm investments led by Logan: Figure, SoFi, Neuro-ID, Greenlight, Avinew, Aiera, Nestio, Samcart, Netomi, BrainTrust, Numbrs, Onfido, Tradeshift, and DailyPay.

Jennifer Astone

Principal

Integrated Capital Investing

Jen is nationally recognized for her integrated capital work that champions people and planet-centered businesses, communities and entrepreneurs. After 20 years of foundation leadership supporting human rights, gender justice, and health and environmental issues with grants and leadership, Jen has incorporated investing into her strategies for equity and transformation. Her expertise includes cross- cultural competency,climate solutions, healthy food, and Indigenous Peoples. Before launching Integrated Capital Strategies, Jen led Swift Foundation for over eight years.

Doris Bonora

Partner

Dentons

Doris Bonora Q.C. TEP is the Canadian group leader of Dentons' Trust, Estates and Wealth Preservation practice and is the Canadian representative of Dentons' Family Office and High Net Worth Sector (DFO), offering legal services to ultra high net worth individuals, families, and family offices spanning numerous practices and jurisdictions, and advises affluent Canadian Families with succession planning, philanthropy and litigation. Doris is recognized in Lexpert, Chambers, Who’s Who in Law and was recently awarded the Queen’s Counsel designation. Doris is an appointed member of the quasi judicial Alberta Human Rights Tribunal hearing cases involving breaches of human rights. Doris represents First Nation trusts and has helped many people from different cultures and different orientations to achieve their estate planning goals.  Doris is a frequent lecturer and author in the area of estate planning.

Sergei Bourlatskii

CEO

Ananta Family Office

Sergei Bourlatskii is the CEO of AnantaFO Inc., a single-family office managing both personal/trust investments as well as philanthropic efforts through a Foundation and a DAF. At Ananta, Sergei is responsible for technology, operations, and managing investments in global equities (both listed and OTC), direct private equity/venture capital with investments in over 20 direct deals, fixed income, and real estate. Prior to joining Ananta, Sergei was one of the three executive team members at Sentient Investment Management, responsible for trading, operations, and data for the AI driven quant Hedge Fund. Before that, Sergei spent some time consulting for EY in the technology group, building direct trading, technology, and operations for the EM portion of Rock Creek Group, and was a Partner, Head of EEMEA Trading, and Head of Risk at Artha Capital Management, an EM Hedge Fund. Sergei holds an MBA from Columbia Business School and a BA from Syracuse University.

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.

Richard Chen

Managing Partner

Richard L. Chen PLLC

Richard Chen is the Founder of Richard L. Chen PLLC, a law firm that serves the investment advisory community. Richard advises on numerous compliance matters including compliance program development and implementation, mock audits, and SEC examinations. Richard also counsels investment advisers concerning business formation/structuring, contract drafting, mergers, employment matters, succession planning, private fund formation, and operational due diligence. Before launching his practice, Richard spent many years at several preeminent law firms in New York after graduating from Harvard Law School and Harvard College. Please visit his firm’s website and visit his LinkedIn page to learn more about him and his practice.

Vikram Chugh

Chief Operating Officer

Robertson Stephens

Vikram Chugh oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology, marketing and business strategy. Vikram has 20 years of leadership experience working at BlackRock, Merrill Lynch and Capital One. Most recently, Vikram led the business development effort for BlackRock’s Aladdin Wealth business in the Americas region. He was instrumental in the build out and launch of BlackRock’s Digital Wealth platform including the Aladdin Wealth capability, iRetire solution as well as the acquisition of FutureAdvisor. Vikram earned a BTech degree from Indian Institute of Technology (I.I.T.), Delhi and is a CFA® charterholder.

Sinead Colton Grant

Deputy Chief Investment Officer and Head of Equities

BNY Mellon Wealth Management

Sinead Colton Grant is Deputy Chief Investment Officer and Head of Equities for BNY Mellon Wealth Management.  She leads the Large Cap Equity investment group, the Equity Trading team and the Capital Markets Group.  Previously, she served as Head of Global Investment and Product Strategy at Mellon Investments, Managing Director of Multi-Asset Client Solutions at BlackRock, and held portfolio management roles at JP Morgan Asset Management and Lee Overlay Partners. Sinead earned an MSc in Finance from London Business School and a BBS in Finance from Dublin City University, Ireland.

Anatoly Crachilov

Founding Partner & CEO

Nickel Digital Asset Management

Banker with over 20 years of experience in investment management and private equity. Prior to joining Nickel, Anatoly was with the Investment Management Division of Goldman Sachs dealing with portfolio construction for the bank's professional UHNW and family office clients. Prior to that, he worked for JPMorgan, HSBC, and EBRD.

Anatoly studied International Business Relations at the University of National and World Economy in Sofia and earned an Executive MBA degree from the University of Oxford.

Carole Crawford

Managing Partner

fincap360

Carole has more than 25 years of leadership experience in finance, investment management and business development. She's a forward looking, trusted advisor and advocate with a strong focus on growth, innovation, transformation and building productive strategic alliances. Her foundation of the CFA charter combined with professional experience as a public and private markets investor and tech CFO enables robust analysis and sharp decision making. She focuses on realigning family office structures and integrated asset management, including direct and co-investment in venture. She is a Fintech Expert, actively engaged in its complex innovation ecosystem of startups, investors, incumbent banks and investment firms, consultants, advisors and regulators, identifying industry trends and relevant opportunities.

Steven Edelman

Managing Director | Institutional Relationships

SEI

As managing director of institutional relationships, Steven is responsible for the management and growth of new and existing client relationships with private banks and other financial institutions. Steve joined SEI in 2015 from Private Client Resources (PCR), a consolidated data aggregation and reporting firm, where he held the position of Managing Director, Relationship Services. While at PCR he was responsible for ensuring client satisfaction as well as the development of existing business relationships with the firm's Private Bank, Registered Investment Advisor (RIA) and Family Office clients. Steve holds a Bachelor of Arts from the University of Albany and a Masters in Public Administration from John Jay College.

 

Anna Garcia

General Partner

Runway Venture Partners

Anna Garcia is Co-Founder and Partner at Runway Venture Partners, a New York-based early stage VC firm focused on investing in post product-market fit B2B SaaS companies. Prior to entering venture capital, Anna spent 17 years in financial services and held senior roles at Merrill Lynch, Jefferies and JP Morgan in the areas of capital markets, investment banking and asset management. Staying true to her financial services background, Anna is closely involved in the fintech community. She was recognized with a Markets Choice: Women in Finance 2017 Award for Excellence in Fintech and named to Innovate Finance: Women in Fintech Powerlist 2018.

Stephen Harris

CEO

ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.

Lisa Hayles

Investment Manager

Trillium Asset Management

Lisa Hayles is an investment manager in Trillium's Boston Office who joined the firm in 2020.  She has more than 18 years’ experience in sustainable investing, having worked in Canada, the UK and the U.S. advising clients on incorporating ESG analysis into investment approaches. Lisa received her B.A.in Political Science and History from the University of Toronto and a M.Sc. in International Development from the University of Guelph. She also holds a French language Certificate for the University of Toulouse in France.​

Ulrike Hoffmann-Burchardi

Senior Portfolio Manager

TUDOR Investment Corporation

Dr. Ulrike Hoffmann-Burchardi oversees a global equity portfolio inside Tudor's flagship client strategy. She is a member of Tudor's strategy committee and its quantitative investment committee. Her investment thesis is focused on innovation and digital transformation. Investing in companies that benefit from disruption, she makes substantial use of new data sources to understand market trends and technology adoption. Prior to managing her current fundamental equity portfolio for Tudor's flagship, she was instrumental in building the global quantitative equity investment strategies for Tudor in London and New York from 1999 to 2009.

Steve Leivent

SVP and Co-General Manager

SS&C Advent

Steve Leivent is the SVP and Co-General Manager of SS&C Advent’s Advisory business. In this role he is responsible for the business development of Black Diamond, a leading wealth platform and solution set for advisors, as well as SS&C’s Advent Outsourcing Services business which provides cloud delivery of its award-winning portfolio accounting, reporting and order management products. He joined the firm in 2000, and has held various leadership roles during his tenure.
Steve holds a B.S. in Economics from Rowan University.

Steve Locke

Chief Information Security Officer

Northern Trust

Steve Locke is Chief Information Security Officer for Northern Trust. Reporting to the Chief Information Officer, his organization ensures the confidentiality, availability, integrity and resiliency of Northern Trust Information Technology. They accomplish this by effective implementation 1st line Technology Risk Management practices. Prior to joining Northern Trust in September of 1996, Steve was the head of corporate IT strategy at Baxter International, and a financial analyst at Time Warner Inc. Steve received a B.A. degree in information technology management from DePaul University.

Dennis Mangalindan

Vice President

SEI

Dennis is responsible for developing strategies to help SEI Family Office Services reach new markets, attract new leads and acquire new clients. In this role, he leads speaking engagements at industry events and manages the sales cycle. With a core focus on family offices, accounting firms and other wealth management organizations selecting a technology solution, Dennis has worked with many of the Forbes 185 families and Forbes 400 individuals for over 17 years. Prior to joining SEI, Dennis served as Managing Director of Sales and Marketing at Financial Navigator, Inc.. Dennis holds a Bachelor of Science in Business Administration with a concentration in Marketing from San Jose State University.

Catherine McCormick

Tax Manager

Pisces Inc

Catherine has over 11 years of experience assisting high net-worth individuals minimize their income and estate tax exposures. Catherine started her career in the UK with the accounting firm BDO LLP, before moving to the San Francisco office as part of an expansion. Catherine has a unique insight into both UK and US tax systems and her clients have included entrepreneurs, chief executives, and individuals with complex international aspects to their affairs. In 2019 Catherine joined a private family office as the trust and estate tax specialist, providing ongoing tax advice and coordinating all trust and estate tax filings. Here, Catherine is part of the core team implementing the upgrade of technology systems, including CRM, document management, and General Ledger systems. Catherine was voted Top 35 Under the age of 35 in the Private Wealth industry in 2016.

Tania Neild

CTO and Owner

InfoGrate

Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices.  She supports all aspects of their technology from cybersecurity and data integration to vendor selection and performance reporting.  She served as the CTO and COO of Private Client Resources, an aggregation, reconciliation and client performance reporting platform and before that she served as CTO of Envestnet, where she built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.”  Co-founded by Dr. Neild, Envestnet went public in the fall of 2010.

Jonathan North

Head of Products

4Pines Fund Services

Jonathan North, Head of Products for 4Pines Fund Services, has spent the past 20 years working with technology firms and family offices. Jon began his work with family offices at Financial Navigator where he learned about the market and software. He joined FundCount as one of the initial employees. He helped FundCount emerge as a software competitor in the US market while helping to expand it from a hedge fund product into a family office offering. More recently, Jon led the sales and marketing efforts for the Private Client business at SS&C and took over as Head of Private Clients North America for Alter Domus. With his current venture away from family office market it was a perfect time for Jon to lend his perspective to the FWR team.

Bob Oros

Chairman & CEO

Hightower

Bob Oros is Chairman and CEO of Hightower, a national wealth management firm that invests in and empowers financial advisory businesses to drive growth and help clients achieve ‘well-th. rebalanced.’ Under Bob’s leadership, Hightower has accelerated acquisitions, expanded services for advisors and achieved consistently strong organic growth. He has over 25 years of strategic and operational experience, with a track record of successfully recruiting, retaining and supporting advisors. He previously served as CEO at HD Vest, EVP and Head of the RIA Segment at Fidelity Clearing and Custody, and held various leadership roles at LPL Financial and Charles Schwab.

Antonis Patrikios

Partner, Privacy & Cybersecurity

Dentons

Antonis is a partner in Dentons’ Global Privacy and Cybersecurity group, based in London. A UK and EU data privacy and cybersecurity law specialist, Antonis has been practicing in this area of the law since 2007, full-time since 2009. He works with a wide range of UK, EU, US and Asian clients across various sectors, including technology, adtech, healthtech, fintech, media, telecoms, and fast-moving consumer goods. Antonis advises on all aspects of EU data privacy and cybersecurity law. Most of his work has an international element, and he regularly leads on multi-jurisdictional projects. He has spent time working in Silicon Valley, which helped him develop a deep understanding of transatlantic data privacy and cybersecurity issues.

Natalie Peters

Director of Relationship Management

SEI

Natalie is a Director of Relationship Management within SEI Family Office Services where she is responsible for building relationships within existing client organizations, developing an intimate understanding of the client’s business, and accessing themes throughout the market to try and discover innovative ways to help clients. Prior to joining SEI in 2017, Natalie spent more than 18 years working in the alternative investment space in compliance, investor relations and marketing. Most recently she was the Director of Investor Relations at a Chicago-based hedge fund where she spent 10 years building and maintaining investor relationships worldwide. Natalie holds a Bachelor of Science in Finance from the Kelley School of Business at Indiana University.

Julie Pulda

Impact Analyst

Ballentine Partners

Jules is an Impact Analyst on the investment team at Ballentine Partners, an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. She has an instrumental role in helping identify impact opportunities by conducting market research and providing recommendations to the investment team. She finds great joy in helping families align their social values with impact-focused investment opportunities.

Anna Sears

Principal

St. Louis Trust

Anna primarily focuses on client investments and strategic technology projects for St. Louis Trust. She is a member of the firm’s Investment Committee, providing investment advice and analysis for client teams. She also leads the implementation of technology/process improvement projects for the firm. These projects bolster the efficiency of internal operations and the client experience. Anna previously spent seven years as a client advisor helping families develop and execute investment, tax, and estate planning strategies. Anna graduated magna cum laude from USC, earned an MBA from Washington University, graduating as a Charles F. Knight Scholar and is a CFA® Charterholder.

Allyson Stewart-Allen

Advisor, Author, Broadcaster, Speaker, Educator, Non-Executive Director

International Marketing Partners Ltd.

A Californian based in Europe for 30 years, Allyson is an international business advisor, author, speaker, broadcaster and Non-Executive Director.  She is the Founder and CEO of International Marketing Partners, having advised over 240 businesses across 26 countries to successfully internationalise after starting her career with PwC, PA Consulting Group and Hay Management Consultants.
Besides her extensive client list in the financial and professional services arena, she appears as a regular expert for Al Jazeera, BBC News, CNN, Deutsche Welle, France 24, the FT, Sky News and many other outlets. Allyson is author of both editions of the best-selling book Working with Americans, the first-ever manual on the US business culture.

Rusdi Sumner

Chief Client Family Services Officer

Market Street Trust

Rusdi oversees a division of Client Services and leads both the Financial Planning Program and the Operations Team, working closely with all specialists to deliver full financial plans to clients. Prior to joining Market Street, Sumner was Vice President and Managing Director of Tompkins Financial Advisors, while serving on the Tompkins Trust Company’s leadership team and as an Innovation Ambassador. Sumner received a B.A. from Cortland State University summa cum laude in Business Economics and Communications. She also holds a dual-degree MBA with distinction from Cornell University’s Samuel Curtis Johnson School of Management and the Smith School of Business, Queen’s University (Ontario, CA).

David Teten

Founder and Partner

Versatile VC

David Teten is Founder of Versatile Venture Capital. He has advised such institutional investors as Birch Hill Equity Partners, Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners, Real Ventures, Right Side Capital, and Orascom TMT Investments. David was previously a Managing Partner with HOF Capital and Partner for 6 years with ff Venture Capital, one of the best-performing seed- and early-stage venture capital firms in the U.S. He earlier was a serial fintech entrepreneur with two exits, and ran an outsourced software engineering/IT services firm. David holds a Harvard MBA and Yale BA, both with honors. He writes periodically at teten.com.

Edward V. Marshall

Global Head of the Family Office And HNW Group

Edward V. Marshall is the Global Head of the Family Office and HNW Group at Dentons, the world’s largest law firm. Prior to joining Dentons, he helped build and grow the family office practices at Boston Private, Citi Private Bank, and Credit Suisse. Edward began his career in the public sector working for the federal government in the United States and abroad.  He is a Board Member for Americas Warrior Partnership, a non-profit focused on ending veteran suicide. Edward earned his MBA from NYU Stern School of Business and has a BS in human biology from Michigan State University

Susan Winer

Co-founder and Chief Operating Officer

Strategic Philanthropy

Susan is the Co-founder and Chief Operating Officer of Strategic Philanthropy, Ltd. Since 2000, Strategic Philanthropy, Ltd., has provided customized support to high net worth individuals, families and closely held companies to help them effectively maximize the impact of their charitable gifts. Susan has authored, or co-authored, numerous articles for publications such as Family Wealth Report, PAM (Private Asset Management), Alliance and STEP (Society of Trust and Estate Practitioners). She is Chair of the Social Impact and Philanthropy Domain for The Ultra High Net Worth Institute and on the Advisory Board for Family Wealth Report as well as a judge for the Family Wealth Report Awards.

Bill Wyman

President, Family Office Services

Summitas

Bill joined Summitas in 2010. Today, Summitas is the award-winning reference platform for communication privacy and data security in the family office and wealth advisory space. Summitas protects our clients against increasingly sophisticated cyber threats while transforming their client experience through improved communication, transparency, and operational efficiency. Bill has over 40 years of experience working with SFOs and wealth management firms. Before joining Summitas, he was a Senior Director with BNY Mellon Family Office and Managing Director with Rockefeller & Co. Earlier, he was Managing Director at Deutsche Bank, and a Vice President with J.P. Morgan, where he was stationed in Geneva, Switzerland. Bill is a regular at industry conferences where he speaks about software trends, technology risks, and family office operations. Bill earned his BA from the University of Notre Dame and MBA, summa cum laude, from Fordham University.

About Technology Demonstrations

Integrated Fintech for Family Offices and Ultra-High-Net-Worth Individuals

Flexible, scalable technology is core to managing complex wealth which is why SEI’s award-winning Archway Platform℠ seamlessly integrates accounting, investment data aggregation and client reporting functions within a single technology solution. Join SEI Family Office Services to learn how the Archway Platform streamlines daily operations – including complex partnership accounting, investment consolidation and bill payment functions – to produce comprehensive, accurate financial reporting for family offices and financial institutions.

Northern Trust Family Office Technology Solutions

Join Northern Trust for a demo of our Global Family Office technology strategy, featuring our integrated platform including reporting and customized dashboards; as well as money movement, partnership accounting, general ledger, tax services, performance and so much more.

Managing Family Wealth in the Digital Age

In 2020, technology advancements, market disruption, and the ever-evolving global and business environments are challenging family offices to re-examine their purpose and strategies. To stay ahead of it, family offices need a modern financial management system that meets complex wealth portfolio goals and diverse lifestyle requirements. From seamlessly managing multi-entities to constantly evolving regulations, Sage Intacct helps family offices to free up their time so they can focus on what matters most – all while accelerating innovation.

The Eton Solutions platform, AtlasFive ®, is a game-changing, comprehensive enterprise management system for family offices.

The Eton Solutions platform, AtlasFive ®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management. All features operate through a single database leveraging a proprietary data model built by veteran CPA/CFA team who understand the nuances of the family office.

Simplify your complex life. Connect people, information, and services in one secure platform.

The Way2B1 platform was created by a Family Office to simplify a complicated life—now, we’re sharing it with you to better serve the families you support. Our platform provides best practices and tools, such as dashboards, decision workflows, project management and recurring checklists, to streamline the day-to-day and also leave a legacy as your wealth and family operations grow.

Manage your family office and high-net-worth clients with greater confidence

Join Brandon Roth, Sr. Manager of Technical Marketing, as he demonstrates how you can easily manage bill pay for your family office and high-net-worth clients with greater confidence. In this product demo, we’ll show you how Bill.com provides efficient, end-to-end bill pay workflows, multiple payment options to help pay bills quickly, and how it is designed with your privacy and security in mind.

Summitas is an award-winning platform to simplify operations, increase communication, and provide a safe place to organize, protect, and share information—all from one place.

You will see how Summitas branded portal will:

  • Become the online home base for client, family, and office professionals with over 30 apps to choose from
  • Bring peace of mind with the industry’s most robust security and privacy
  • Increase engagement by simplifying information delivery and access

SS&C’s Private Capital Group’s Integrated Accounting Solution

SS&C’s Private Capital Group’s solution creates a streamlined approach to portfolio, general ledger, nested entity, performance & tax reporting to solve modern Family Office needs.

Advisory Panel

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 Street, and then as founder of the Institute for Private Investors [IPI] in 1992. A pioneer in social media, IPI hosted the first online community for investors when it went live in 1998. An Aresty Fellow of the Wharton School, Beyer continues to teach in Wharton’s Private Wealth Management program, a five-day residential curriculum she co-created with Wharton in 1999.
Beyer continues to remain active in several industry groups, and her recent book, Wealth Management Unwrapped Revised & Expanded (Wiley 2017) describes key trends in the wealth management industry, including robo-advisors, the aging private client and ‘women with wallets.’ Currently, Beyer is President of the Principle Quest Foundation whose mission is women’s empowerment.

Sergei Bourlatskii

CEO

Ananta Family Office

Sergei Bourlatskii is the CEO of AnantaFO Inc., a single-family office managing both personal/trust investments as well as philanthropic efforts through a Foundation and a DAF. At Ananta, Sergei is responsible for technology, operations, and managing investments in global equities (both listed and OTC), direct private equity/venture capital with investments in over 20 direct deals, fixed income, and real estate. Prior to joining Ananta, Sergei was one of the three executive team members at Sentient Investment Management, responsible for trading, operations, and data for the AI driven quant Hedge Fund. Before that, Sergei spent some time consulting for EY in the technology group, building direct trading, technology, and operations for the EM portion of Rock Creek Group, and was a Partner, Head of EEMEA Trading, and Head of Risk at Artha Capital Management, an EM Hedge Fund. Sergei holds an MBA from Columbia Business School and a BA from Syracuse University.

Patti Boyle

Entrepreneur, Educator, Consultant

Leading results-driven strategic planning for growth-focused organizations, Patti operates two distinct yet compatible consultancies. As Founder and President of Boyle Consulting Group, she applies her expertise in developing brand positioning, mission/vision/values and digital marketing to private equity-owned businesses, including those in WealthTech and FinTech.  Following an early career in global marketing agencies, such as JWT and FCB, Patti led SEI Investments’ UK-based Marketing Team for Private Banking.
Patti is also CEO of an early-stage venture, Sapience Leadership, affiliated with The University of Pennsylvania.  In this role, Patti works with a team of inspiring educational leaders in the areas of Educational Equity, Diversity & Inclusion and Executive Coaching.  Applying business principles and leadership experience to Education brings a unique balance to Patti’s work and has resulted in dynamic growth for both of her client communities. She has been active with the FWR Awards, since its inception in 2013.

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 home inventories, ensuring that important possessions and their supporting information are properly catalogued, securely shareable and easily accessible, anywhere and anytime that information is needed.  Her first software product, InvesTier®, was acquired by SunGard in 2002.  An entrepreneur for over 35 years, Ms. Kaufman’s specialties include public speaking, training and software/service-based solutions to organizational problems.  She resides in Hawthorne, NJ and Otis, MA.

Paul McKibbin

Executive Director, Private Client Services & Family Office Advisory Services

EY

Paul McKibbin is executive director in EY’s Americas Family Office Advisory practice. He has more than 20 years of experience in advising families on the creation, management and optimization of family office services tailored to their unique needs. He is a specialist in the information architecture of family offices and has selected, designed and implemented risk management, reporting and accounting infrastructures for some of the world’s most sophisticated family offices.

Prior to joining EY in 2016, Paul was a managing partner with Family Office Metrics, a provider of management consulting to single family offices. Before joining Family Office Metrics, he headed the Guggenheim Partners Family Network, specializing in meeting the technology needs of single and multi–family offices. Prior to his firm being acquired by Guggenheim in 2003, he was founder and president of Private Family Networks, a provider of secure virtual family office platforms for global single family offices.

Tania Neild

CTO and Owner

InfoGrate

Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices.  She supports all aspects of their technology from cybersecurity and data integration to vendor selection and performance reporting.  She served as the CTO and COO of Private Client Resources, an aggregation, reconciliation and client performance reporting platform and before that she served as CTO of Envestnet, where she built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.”  Co-founded by Dr. Neild, Envestnet went public in the fall of 2010.

Jonathan North

Head of Products

4Pines Fund Services

Jonathan North, Head of Products for 4Pines Fund Services, has spent the past 20 years working with technology firms and family offices. Jon began his work with family offices at Financial Navigator where he learned about the market and software. He joined FundCount as one of the initial employees. He helped FundCount emerge as a software competitor in the US market while helping to expand it from a hedge fund product into a family office offering. More recently, Jon led the sales and marketing efforts for the Private Client business at SS&C and took over as Head of Private Clients North America for Alter Domus. With his current venture away from family office market it was a perfect time for Jon to lend his perspective to the FWR team.

Joseph W Reilly Jr

CEO and Founder

Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices. He was the co-founder and founding president of the Family Office Associa¬tion, a global forum for single family offices that is based in Greenwich, Connecticut. Previously Mr. Reilly helped to start a single family office and foundation in New York where he was an investment manager for five years. He was an energy specialist focused on options and futures trading at Credit Agricole Indosuez in New York prior to that, and started his career at Salomon Smith Barney. Mr. Reilly has spoken on family office issues at many conferences and has been quoted in the Wall Street Journal, The Financial Times, Forbes, Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the advisory board.

Avi Sharon

Executive Vice President and Product Strategist

PIMCO

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 initiatives aimed at driving growth within the traditional product franchise. Prior to joining PIMCO in 2018, he was a principal at Blackstone, where he helped launch the firm’s retail alternatives initiative. Previously, he was a managing director at AllianceBernstein, where he ran multi-asset product management, led wealth management group research and marketing, and was interim head of investor relations for the firm. He has 18 years of investment and financial services experience and holds a Ph.D. from Boston University. He received an undergraduate degree from Emory University in Atlanta.


Testimonials

 

With this event I feel that I’m not alone, the event has the topics I daily deal with, so is very good to know different perspectives.

Carolina Salazar, Director of Reconciliation & Technology, WE Family Offices

 

Really enjoyed this event: great panels and presentations. I especially liked the cybersecurity portion.

Beth W. Morsch, HR Manager, WildStar Partners

 

It was a very good event as to content and participants.

Marc L. Rinaldi , CPA, Partner-in-Charge, Financial Services, PKF O’Connor Davies

 

It was gratifying to hear the family office attendees buck conventional wisdom that digital engagement is only about mass market millennials and that they are, instead, recognizing the opportunities for their UHNW businesses to leverage data, tech and digital transformation to improve operational efficiency and, even more importantly, client experience.  There is a growing body of research supporting this view and that, in fact, the demands for digital tools and engagement are actually significantly higher for UHNW than lower wealth tiers.

Gavin Spitzner, President, Wealth Consulting Partners, LLC

 

It was a pleasure to speak on the panel and congratulations on a fantastic event! Thank you so much for the opportunity and the amazing conference.

Sergei Bourlatskii, CEO, Ananta Family Office

 

Thank you so much for inviting me to the conference and for asking me to be on the panel. This was the first panel I have been on and you all made the experience great. Also, it was a great conference!
Thank you again!

Howard A. Geller, Principal/Strategic and Financial Analysis, Hudson Peak Group LLC

 

I liked the format, I liked how all demos were 20 minutes. For example, we had a demo set up with one of the funds and they requested a 2 hour demo. I was able to see their product in 20 minutes and that was all we needed to see! As an end user, it's the perfect amount of time for us to decide if we want to dive in further or not.

Brittany Capizzi, Associate – Operations, Massey Quick Simon

 

Being able to participate in tech demos spaced close together was very helpful in truly understanding the breadth, scope, and differentiations of the current wealth tech landscape.

Lorraine Zysk, Private Office Consultant

 

The two sessions I attended moved at a nice, comfortable pace. The reminders from the team about upcoming sessions was excellent. Looking forward to future events. Fine work by all involved. Thank you Theodora, Adriana and Tom. All the best.

Daniel McCarron

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