Overview

Introduction

The Seventh Annual Family Office Fintech Summit 2022, Family Wealth Report’s annual flagship conference, is the industry forum to discuss best practice and see real-life examples of how to adopt and invest in technology by multi and single-family offices.

The summit is part of the Family Wealth Report Family Office FinTech program which consists of a series of live and pre-recorded virtual webinars and virtual technology demonstrations. Listen to the introduction to this program by Stephen Harris, CEO ClearView Financial Media, publisher of Family Wealth Report and WealthBriefing .

 

Family Office FinTech Program

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

The Family Wealth Report Family Office FinTech Program will provide our guests with insights around the themes that industry insiders tell us are currently the most important:

  • Bill paying, tax filing and accounting: Do threatened tax hikes put more pressure on FOs to improve processes?
  • Risk management: How can tech improve it rather than make it more complicated?
  • ESG and Impact investing: Tech tools and latest developments
  • Digitization: How much is enough? How to unite the best of both person and machine?
  • Infosec: Emerging threats and countermeasures
  • Automation and efficiency: Where are the key gaps to fill and what should firms tackle first?
  • Accounting, reporting and communication: How to empower clients, advisors and managers through data
  • Portfolio management: How technology is giving investment managers the edge across the asset mix
  • Crypto assets: “Rat poison squared”, as Warren Buffet says, or an important long-term store of value?
  • Choosing, assessing and working with partners: Avoiding blind spots in due diligence
  • Integrating solutions: Getting the connectivity you need and the functionality you want
  • Minimum standards of tech and ops for family offices: What are the downsides of a low tech approach, and what are the most impactful investments to be made?
  • How to streamline implementation:  Implementation a realistic roadmap and appropriate resourcing
  • The technology gold standard: How to future-proof your organization

 

Event Format

This year the summit will be a virtual half-day event hosted in an event platform on Thursday 24 March 2022. The event will follow the format displayed on our agenda tab.

 

Comments, questions, suggestions

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

For questions re attendance or about our program, please contact: theodora.viney@clearviewpublishing.com

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

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

Agenda

  Agenda *Times are Eastern Standard Time 10am Introduction and Welcome 10:05am Keynote Opening Remarks from SEI Family Office Services 10:20am Consulting Secrets to a Successful Family Office WealthTech Strategy: Three Takes Join a trio of top family office consultants to discover what your family office should be thinking about as you build and evolve your wealthtech strategy. Our female-led panel will discuss lessons learned, tips and best practices from their own experiences designing wealthtech strategies, implementing solutions and operating family office technology. Speakers: Catherine Fankhauser (EY), Erin Hulse (Deviate Consulting), Mary Cox Moderator: Chelsea Francis (SEI) 11:05am Technology Demonstrations (SEI, Private Wealth Systems, Sage Intacct) 11:45am How Enterprising Families Use Data and Technology to Strengthen Transparency, Trust, Security and Decision-Making Glean valuable insights from the perspectives of family office leaders and technology and service providers. Panelists will share how family enterprises face decisions across multiple disciplines including growth, innovation, operations and risk management. We’ll discuss data aggregation, reporting and analysis, and tools to help your family office transform data and information into actionable intelligence, emphasizing finance, accounting and portfolio management. Speakers: John Boord (Soderling, The Blue Tower Ventures Family Office), Danielle Valkner (PwC USA), Padman Perumal (Masttro), Scott Peppet (Chai Trust Company) Moderator: Michael Castro (PwC USA) 12:30pm: Technology Demonstrations (Masttro, Summitas, d1g1t) 1:10pm Interview: Digitizing Digital Markets Speakers: Sean Clifford (Bite Investments) and Tom Burroughes (Group Editor, Family Wealth Report and WealthBriefing) 1:35pm Top Lessons for a Multi-Family Office in a High-Tech World Speakers: Doug Fritz and Carissa Turnell from F2 Strategy 1:55pm Final Remarks

Logistics

Date and Time

Date: Thursday 24th March - 2022
Time: 10:00 am – 2:00 pm EST

Venue

Convene’s Virtual Event Platform

Advisory Panel

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 […]

Carol R. Kaufman

Founder and CEO

7th Annual Family Office FinTech Summit 2022

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 […]

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 […]

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 […]

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 […]

Patti Boyle

Chief Marketing Officer

Dstillery

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, […]

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 […]

Sergei Bourlatskii

CFO

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 […]

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 […]


Replay

About our Sponsors

Headline Sponsor


Technology Sponsors


Technology Demonstrations Sponsors


Content Partners


About Technology Demonstrations

Private Wealth Systems releases version 6 with enhanced portfolio management, custom reporting, and digital dashboards.

Award-winning Summitas Platform® helps wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility.

Keep confidential information, financial documents, and everything else clients need at their fingertips in an easy-to-use portal that facilitates communication and collaboration. Protect it all with controlled access and cryptography. And maintain a consistent client experience regardless of changes to back-end systems and third-party software.

Masttro is a fully integrated wealth intelligence platform that delivers intuitive and interactive views of total net worth.

With a real-time, customizable view of the complete balance sheet, Masttro gives family offices the information and unique insights they need to drive value and protect their total estate.  The award-winning wealth intelligence platform provides financial data aggregation, advanced wealth reporting and analytics, estate mapping tools, contact and digital document management, integrated general ledger, secure communication portal, portfolio management, and the automation of family office operations – all protected by its advanced, military-grade security framework. Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.

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.

Foundational Technology for Family Offices

Family office professionals face a myriad of challenges – managing generational change; juggling multiple entities; navigating a complex regulatory environment; achieving desired growth targets; providing timely reports on KPIs – to name just a few. To help stay ahead, family offices need a modern financial management platform that meets complex wealth portfolio goals and diverse lifestyle requirements. See how Sage Intacct helps family offices streamline and automate core financial processes – allowing finance leaders to spend less time on monotonous data reconciliation, and more time focusing on the big picture.

d1g1t: empowering family offices to scale up the high-value, human services in an increasingly digital world

For family offices, managing the sophisticated and evolving needs of increasingly sophisticated HNW and UHNW families is a complex task. The need for an integrated wealth management platform that goes beyond just portfolio reporting has never been greater. See how the d1g1t platform, with its highly intuitive and easy-to-use workflow, enables family offices to manage the complete picture of a multi generational household’s wealth across all assets, traditional and alternative, capturing its complex legal structures.

Keynote Speaker

Paul Freeland

Managing Director, SEI Family Office Services

SEI

Paul is responsible for all new business development within SEI’s family office division. His team is responsible for identifying new opportunities in the marketplace and presenting value-add technology and outsourced […]


Speakers

Andrew Aziz

Chief Strategy Officer

d1g1t

Dr. Andrew Aziz is Chief Strategy Officer at d1g1t Inc. Andy joined d1g1t in 2019 with over 20 years’ experience in the risk technology sector. Prior to that he was […]

Bill Wyman

President, Family Office Services

Summitas

Bill joined Summitas in 2010 and has over 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Today, Summitas is the […]

Carissa Turnell

Senior Manager

F2 Strategy

Carissa Turnell is a senior manager on F2 Strategy’s OCTO team where she focuses on optimizing operations processes and procedures that enable efficiency and scalability for our clients. Carissa has […]

Catherine Fankhauser

Senior Manager, EY Family Office Advisory Services

EY

Catherine is passionate about supporting entrepreneurial families and their operations. As a member of the EY’s Family Office Advisory Services practice, she works with families to elevate their offices’ people, […]

Chelsea Francis

Director of Marketing, SEI Family Office Services

SEI

As the Director of Marketing for SEI’s Family Office Services division, Chelsea is responsible for developing and leading the holistic marketing strategy for SEI’s wealthtech and outsourced service solutions for […]

Danielle Valkner

Partner, PwC Private US Family Office Leader

PwC

Danielle Valkner is a PwC Partner and leads the firm’s US Family Office practice. With 30+ years of experience focused on financial services and family enterprises, Danielle serves family offices, […]

Douglas Fritz

Founder and CEO

F2 Strategy

Doug Fritz is the Co-Founder and CEO of F2 Strategy. Doug, a veteran CTO and sought-after wealthtech consultant, leads an all-star team of executives in technology-driven operations, digital client engagement, […]

Erin Hulse

Owner and Family Office Technology Consultant

Deviate Consulting

Erin is the founder and owner of Deviate Consulting, a software consulting firm focused on family offices. Erin is a financial and software professional with a diverse background in the […]

John Boord

CEO

Soderling, The Blue Tower Ventures Family Office

John Boord is the CEO of Soderling, the Family Office that invests the wealth of Blue Tower Ventures (“BTV”). BTV encompasses a portfolio of financial investments in marketable securities, private […]

Kelly Gonyea

Senior Solutions Consultant

Sage Intacct

Kelly Gonyea is a Senior Solution Consultant at Sage Intacct. As a solution consultant, she works with family offices every day to instill best practices and solve family office technology […]

Lucy Millard

Executive Director, Head of Solutions Engineering Team

Masttro

Lucy Millard is the Head of the Solutions Engineering Team at Masttro. She oversees business development support, global complex project delivery, and the premium service of Masttro institutional clients. Prior […]

Mary Alice Cox

Customized Accounting Solutions

7th Annual Family Office FinTech Summit 2022

Ms. Cox has over 25 years of management level accounting experience including more than 10 years of public accounting, audit, tax, and small business consulting. Since 2006, she has focused […]

Michael Castro

Partner, InsightsOfficer Leader

PwC

Michael is a Partner in PwC’s Private Company Service group serving family-owned businesses, private equity backed companies, and startup companies. Michael has broad industry experience serving clients in the digital/tech, […]

Michael Keve

Technical Sales Engineer

SEI

Michael is a Technical Sales Engineer for the Business Development team at SEI Family Office Services, where he is responsible for supporting the firm’s Sales team throughout the sales process […]

Padman Perumal

CEO

Masttro

Padman Perumal is the Chief Executive Officer of Masttro Americas. Padman excels in providing strategic vision, purposeful leadership, and technical fluency to businesses ranging from startups to global institutions. Prior […]

Scott Peppet

President

Chai Trust Company, LLC

Scott serves as President of Chai Trust Company, LLC, the private company that administers trusts established for the benefit of members of Sam Zell’s family and that serves as the […]

Sean Clifford

President Americas

Bite Investments

Sean is President Americas at Bite Investments and is based in the firm’s New York office. Prior to joining Bite, Sean was a Partner and Head of Business Development at […]

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 […]

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 […]


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 ServicesPKF 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, PresidentWealth 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, CEOAnanta 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


Register

Registrations have now closed

The link to the event platform is here and the access code is FWRFintech2022

 

Contact us

Please select from the following contact points.

- To be informed about the Family Office FinTech Program: link

- Summit program and logistics: theodora.viney@clearviewpublishing.com