The Eighth Annual Family Office Fintech Summit 2023, 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.

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


Family Wealth Report‘s Family Office FinTech Summit Series

The Family Wealth Report Family Office FinTech Summit will provide our guests with insights around some of the following themes, amongst others:

  • 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 an in-person conference. The event will follow the format displayed on our agenda tab.


Comments, questions, suggestions

For sponsorship please contact: andrew.deane@clearviewpublishing.com

For questions re attendance and speaker opportunities, please contact: theodora.viney@clearviewpublishing.com

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


Agenda *Times are Eastern Standard Time

8.00 am Registration with Breakfast and Networking

9.00 am Welcome

9.05 am Keynote 1: Industry Trends

9.20 am Panel 1: The Digital Family Office Transformation:  Practical solutions for today and opportunities for tomorrow

10:05 am Refreshments and Networking

10:30 am Panel 2: Technology selection and the buying process

11:15 am Dynamic Tech Demo Round 1

12.35 pm Lunch and Networking

1.30 pm Panel 3: Tales from an Implementation: Insights on how to prepare and succeed

2.15 pm Dynamic Tech Demo Round 2

3.35 pm Refreshments and Networking

3.55 pm Panel 4: Ever-increasing importance of cybersecurity

4.45 pm Fireside Chat: Founder Talk: Jan Szilagyi of Toggle AI

5.05 pm Summit Close

Cocktail Reception and Networking


*There will be further networking opportunities at executive club lunches and dinners during the week.


Date and Time

Date: Wednesday 13th September - 2023
Time: 8:00 am – 6:00 pm Eastern Standard Time


etc.venues 810 Seventh Avenue

Address: Seventh Avenue New York NY 10019 United States


Paul Freeland

Private, Family Enterprises Partner


Paul is a versatile business leader and entrepreneur with 25 years of FinTech industry experience. He leads PwC’s Wealth Compass managed service, addressing the technology and reporting needs of family […]

Panel 1 - The Digital Family Office Transformation: Practical solutions for today and opportunities for tomorrow

Danielle Valkner

Partner, US Family Office Leader


Danielle is an advisory partner leading our family office practice in the U.S. She advises clients on the unique needs of family offices and private wealth owners in the areas […]

Sandy Ewing



Sandy has 42 years of financial services experience, spanning the trust, custody, wealth management and securities servicing industries. Sandy is an Executive Vice President of SEI, a member of SEI’s […]

Padman Perumal



Padman Perumal is the Chief Executive Officer of Masttro. Padman has an extensive track record of providing strategic vision, hands-on leadership, entrepreneurship, and technical fluency to a wide range of […]

Robert Schoff

Chief Financial Officer

Forth Management Family Office

Bob has been the Chief Financial Officer at FORTH Management Family Office for 8 years. He is a CPA and a graduate of University Buffalo with a strong background in […]

Panel 2 - Technology selection and the buying process

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 […]

Ben Collins

Senior Director of Industry Marketing

Sage Intacct

Ben serves as the Senior Director of Industry Marketing at Sage Intacct, where he focuses on driving growth in the Financial Services segment. Prior to Sage Intacct, Ben was the […]

Thomas Nicholson

Senior Product Specialist, Wealth & Family Office Solutions

STP Investment Services

Tom is the Senior Product Specialist for Wealth and Family Office Solutions at STP Investment Services. Tom joined the organization earlier this year to help lead growth initiatives across the […]

Sachin Shah

Chief Operating Officer


Sachin has been a founding partner in multiple ventures that intersect investment management and financial technology, including two companies that successfully exited to leading investment banks. The first being Carlin […]

Panel 3 - Tales from an Implementation: Insights on how to prepare and succeed

Erin Hulse

Owner and Family Office Technology Consultant

Deviate Consulting

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on software selection, implementation, and accounting services for single and multi-family offices.  Erin is a financial and software professional […]

Alyssa Dondero

Director of Operations

Fingerboard Family Office

Alyssa Dondero is the Director of Operations of the Fingerboard Family Office, serving five generations of family members descended from the founder of a large, privately-owned media company. In her role, […]

Danielle Klimek


Marron Capital LLC

Danielle Klimek is the controller for Marron Capital LLC, a single family office based in New York City. She grew up in Indiana and moved to New York City in […]

Chirag Nanavati

Managing Director

Asset Vantage

Chirag Nanavati is part of the founding team and a Managing Director of Asset Vantage (a UNIDEL company) that helps families with complex wealth run their family office like they […]

Panel 4 - Ever-increasing importance of cybersecurity

Tony Gebely


Annapurna Cybersecurity Advisors

Tony Gebely, CEO of Annapurna Cybersecurity, is a seasoned cybersecurity expert with over two decades of experience in the information technology field. As the former Chief Technology Officer for Family […]

Ben Barrontine

Vice President of Executive Services

360 Privacy

Ben Barrontine spent 15 years in the military ranging from Infantry to Special Operations Intelligence with extensive experience in social engineering, digital exploitation, and cyber targeting with the DoD, SOF, […]

Kate Norris

Founder and CEO

Atténuer Risk

Kate Norris is a recognized industry expert, having served hundreds of family offices and wealth advisory firms for over 25 years working on the broker, carrier, wealth advisory and consultancy […]

Andy Silberstein

Cybersecurity Advisor

Polaris Risk

Polaris is Proud to Work with Proven Cybersecurity Mitigation & Response Expert – and Trusted Polaris Advisor – Andrew (“Andy”) Silberstein. While no two businesses face the same set of […]

Fireside Chat: Founder Talk with Jan Szilagyi of Toggle AI

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 […]

Jan Szilagyi


Toggle AI

Jan Szilagyi is the CEO and co-founder of Toggle AI, a generative AI startup that uses machine learning to turn institutional-grade data into insights for investors of all stripes. Szilagyi […]

About our Sponsors

Headline Sponsor

Technology Demonstration Sponsors

Content Sponsors

Cocktail Reception Sponsor

Supporting Partners

About Technology Demonstrations

Simplify complexity. Set a course for the future.

Whatever your strategy for preserving family wealth, Addepar’s reporting and analytics platform can help. Reduce complexity. Make smarter decisions. And deliver better outcomes.
Slice, dice and analyze data to better assess performance and risks. Flexible, bespoke reporting keeps your families informed. Plus, our sophisticated Navigator tool enables you to confidently forecast cash flow needs and commitments. Let Addepar help you build family wealth for generations to come.

Built by a family office for family offices and their trusted advisors

We help families with complex wealth run their family office like they would their business by doing performance reporting inside the general ledger to
create a true and complete picture of how family principals and decision makers view their wealth with all the power of the GL to help the accounting team be on top of a fully reconciled system based on the same data.

  • Support for all asset classes
  • Configurable reporting engine and ease of interactive and branded exports
  • Support for partnership accounting and reporting
  • Integration with custodial feeds, billpay, alternative investment PDF engines
  • Global ready
  • Best-in-class implementations and customer experience

Canoe Intelligence: Automated Alternatives Document and Data Management

By introducing automation to alternatives document collection and data management workflows, institutional investors, wealth managers, and family offices are seeing dramatic improvements in data accuracy and access, team efficiency, and client satisfaction. In this live demo of Canoe Intelligence, we’ll show you how Canoe automates the document and data workflows associated with alternative investments. The platform streamlines document collection and ingestion, categorization and tracking of LP documents, extraction and validation of key data points, and delivery of data for downstream reporting, analytics, accounting and operational workflow purposes. Learn why 225+ industry-leading alternative investors have chosen Canoe.

An Integrated Family Office Platform

Eton Solutions utilizes an integrated database that captures key areas a family office uses including accounting, investment, bill pay and reporting. Wealth owners have direct access to their data within the Client Portal and can turn their data into actionable and insightful information from PowerBI, Microsoft’s business intelligence tool. Combining technology and services, Eton can showcase the breadth and depth of activities for a family office.

Portfolio Management & Reporting Software, Purpose-Built for UHNWIs & Sophisticated Family Offices

Aggregate: Seamlessly collect, aggregate and normalize investment data from over 400 data feeds across 5 continents, capturing 3x more transactions than other aggregators.

Portfolio Accounting: Our award-winning unique data model offers the advantage of having the data integrity of a general ledger accounting system with the flexibility and control of a reporting system.

Performance Reporting: Our award-winning reports and design enables each individual to see the information they want, structured, and formatted the way they want for personalized engagement.

Portfolio management: View every asset class while using our industry-first data model that allows each stakeholder to classify and structure their data any way they want for faster and more personalized analysis and decision making.

Investor portal: Our secure, point-click investor portal is designed to provide simple, context-based navigation so wealth owners and advisors can easily gain oversight over the most complex global wealth.

Empowering family office reporting with SEI’s Archway Platform℠

In the age of data democratization, how family offices and financial intermediaries access, analyze, and share financial information with their end-clients is paramount to the client experience. Join SEI as we take a tour of the Archway Platform and discuss how SEI is offering better tools, better data, and better insights using its integrated accounting, investment data aggregation, and reporting solution.

Summitas brings a new level of client engagement with a singular branded online presence.

See how you can simplify process flows, increase communication, and provide a safe place to
organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, the ability to streamline workflows, and now task management, a Summitas Engagement Platform will:

 Be the online home base for your family or firm
 Bring peace of mind with the industry’s most robust security and privacy
 Increase engagement by simplifying information delivery and access

Bridging the "GAAP" between Family Office Investments & Accounting

Integrating investment portfolio information into accounting systems has historically been known to cause a multitude of issues in the family office space. Join KnowLedger and Sage Intacct for a solution presentation where together, they will focus on how to streamline this process.  With KnowLedger as the bridge between your investment data to Sage Intacct, your family office will experience a harmonious relationship between investment and accounting data.

Bridging the "GAAP" between Family Office Investments & Accounting

Integrating investment portfolio information into accounting systems has historically been known to cause a multitude of issues in the family office space. Join KnowLedger and Sage Intacct for a solution presentation where together, they will focus on how to streamline this process.  With KnowLedger as the bridge between your investment data to Sage Intacct, your family office will experience a harmonious relationship between investment and accounting data.


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