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.



Draft agenda

*Times are Eastern Standard Time

10 am         Introduction and Welcome

10:05 am   Keynote

10:20 am   Panel 1

11:05 am    Technology Demonstrations

11:45 am    Panel 2

12:30 am   Technology Demonstrations

1:10 pm      Panel 3

1:55 pm      Final Remarks


Date and Time

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


Convene's Virtual Event Platform

About our Sponsors


Headline Sponsor

Technology Sponsors

Technology Demonstrations Sponsors

Content Partners

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


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 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


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


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


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.


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



Contact us

Please select from the following contact points.

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

– To register to attend the summit on 24 March 2022: link

– Summit speaker and topic suggestions: link

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

– Summit sponsorship and tech demos: adriana.zalucka@clearviewpublishing.com

Headline Sponsor

Technology Sponsors

Technology Demonstrations Sponsors

Content Partners