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.
This year the summit will be an in-person conference. The event will follow the format displayed on our agenda tab.
Comments, questions, suggestions
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For questions re attendance and speaker opportunities, please contact: email@example.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
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 […]
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 offices and ultra-high-net-worth individuals. Paul was a founding Partner of Archway Technology, a premier SaaS company serving the private wealth industry. Paul and his partners grew Archway by successfully implementing technology at hundreds of family offices. Paul started, lead and grew Archway Finance and Operations (“AFO”), using Archway’s best-in-class technology to aggregate marketable and alternative assets, and providing partnership administration for family investment pools and fund administration to hedge funds and private equity funds. Paul served as President of SEI Archway. At SEI, he fulfilled post-acquisition responsibilities with primary mandates focused on business development, marketing and servicing the alternative investment, banking, single and multi-family office market verticals. Paul received his MBA from Indiana University and is a Certified Public Accountant.
Panel 1 - The Digital Family Office Transformation: Practical solutions for today and opportunities for tomorrow
Private, 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 […]
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 of technology automation and innovation, finance effectiveness and reporting, process improvement, operating model transformation, risk management, and vendor selection and implementation.
Prior to joining PwC Danielle worked for two large global asset managers, gaining extensive industry experience in Chief Financial and Chief Administrative Officer roles. She also spent over 10 years as an auditor in the financial services sector.
Danielle graduated summa cum laude from Augustana College. She is a licensed CPA and an Elijah Watt Sells award recipient.
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 […]
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 executive team, a board member of SEI Private Trust Company, and Head of SEI’s Family Office Services and Regulatory Services. She has held a number of other leadership positions during her 28-year tenure with the company. Prior to joining SEI, Sandy built her career through management positions at First Trust Company and U.S. Bank.
Sandy is on the board of National Advisors Holdings headquartered in Kansas City, MO and is treasurer and executive board member for New Leash on Life USA.
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 […]
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 businesses from startups to global financial services institutions. He has a tireless passion for building teams with a strong culture and purpose that consistently outperforms.
Prior to Masttro, Padman was a Managing Director, Transformation Executive, and Operating Committee member of JP Morgan Chase’s Commercial Banking division. Padman launched a wide range of transformational initiatives including re-imagining the client onboarding model for institutional clients through simplification of its coverage model, products, pricing, and client service functions. Padman previously served as Chief of Staff, Head of Strategy, and Head of Platform Development for Credit Suisse’s Private Banking Americas division. He co-led the division’s strategic redesign with its CEO that generated the highest revenue growth in the bank globally while improving the client experience and reducing costs. Before Credit Suisse, Padman held leadership positions in the technology services and consulting industry, including Managing Partner of a technology startup firm in Chicago. Padman holds a BS in Physics from the University of Madras in India and an MBA from the University of Illinois Urbana-Champaign.
Padman lives in New Jersey with his wife and three daughters. He enjoys in his free time cooking with his family, training for marathons, and riding his Harley Davidson.
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 […]
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 finance and tax. Bob's strengths include helping company management unlock value and liquidity through, sales, mergers, capital raises or Initial Public Offerings. He started his career at E&Y on the audit side and was a Manager in the Mergers and Acquisition Due Diligence group. Prior to joining FORTH Management, Bob was the CFO at Scorpion Capital Partners, a $200m middle market Private Equity Fund based in New York City that generated a net +20% IRR for investors. At Scorpion Bob not only structured transactions but led the portfolio company process improvements team which included working closely with portfolio company management as they completed system implementations, evaluated their business processes and identified value add change.
Panel 2 - Technology selection and the buying process
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 […]
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.
Senior Director of Industry Marketing
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 […]
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 Senior Director of Product Marketing at SS&C Intralinks, a SaaS provider of collaboration tools for the financial services industry, where he spent 10 years leading the Product Marketing team for the Company’s largest business unit. He has a breadth of experience in the financial services sector as both a marketer and a practitioner, as he spent the first half of his career in investment banking, where he advised on M&A and capital raising transactions to companies in the technology space.
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 […]
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 firm’s offerings tailored to wealth management firms & family offices. Tom has a deep knowledge and understanding of the family office and alternative investments spaces. Prior to STP, he spent most of his career working for alternatives-focused family offices. Over his years of experience working in the industry, Tom has developed expertise with technology selection, implementation, complex platform administration, and custom reporting frameworks. Tom started his career at the Macquarie Group, where he was responsible for investment reporting and analytics.
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 […]
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 Financial Group, an institutional facing fintech sold to RBC Capital Markets, and most recently, 55ip, a wealth management facing fintech sold to J.P. Morgan Asset Management. 55ip’s tax-smart investment platform serves financial advisors and asset managers by breaking down the barriers to financial progress. During his career, Sachin was the operating partner at Ada Investments, a quant-based hedge fund acquired by 55ip, he was the founding principal of the RBC Emerging Manager Fund Allocation platform, and he has held equity research positions at US Trust, RBC, and Bank of America. Sachin also volunteers his time working with entrepreneurs and business leaders as a mentor and advisor. He holds a BBA in Finance from The George Washington University.
Panel 3 - Tales from an Implementation: Insights on how to prepare and succeed
Owner and Family Office Technology Consultant
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 […]
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 with a diverse background in the alternative investment and private wealth space, including time spent with Plante Moran, Bank of America, and SEI/Archway Family Office Services. Ms. Hulse has been managing Deviate Consulting since 2015 and is based in Indianapolis, IN.
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, […]
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, Alyssa manages a team of professionals who support the family in various financial and personal areas of their lives. Alyssa began her career at Advance and Fingerboard Family Office 12 years ago. In that time, she has implemented numerous software applications and continues to strive to optimize the Family Office’s efficiency through technology. Alyssa earned a bachelor’s degree in Fashion Merchandising and a Master of Business Administration from Marist College. Alyssa lives on Long Island with her husband and son.
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 […]
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 2009. Danielle has over a decade of experience within the family office industry, spending portions of her career both on the software-consulting side and on the family office client side. She specializes in family office operations including accounting, financial reporting, performance measurement, cash management, income and estate tax planning and vast experience in software and systems implementation.
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 […]
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 would their business. Chirag leads AV’s business operations including sales, marketing, global product management, and customer success programs. Previously, he led UNIDEL company Softdel, as its Managing Director. Chirag has wide-ranging experience from managing start-ups and technology commercialisation to venture capital. He started his career with Honeywell R&D labs in the US, where he worked on commercialising real-time, mission-critical avionics and automation products. Subsequently, he was involved with an early-stage venture fund and later led business development and operations for a technology startup he co-founded. Chirag holds an MBA from the University of North Carolina at Chapel Hill, USA, and a BS in Computer Science from Michigan Tech University, USA.
Panel 4 - Ever-increasing importance of cybersecurity
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 […]
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 Office Exchange, a prestigious organization with over 500 members, Tony served as a subject matter expert on cybersecurity. In this role, he advised families on cybersecurity best practices, authored numerous papers, and facilitated the firm’s first Global Family Security Workshop. Tony also founded the Technology Operations and Data Security Network at Family Office Exchange, comprising over 325 family office executives responsible for technology and cybersecurity. His wealth of experience and expertise positions Annapurna Cybersecurity as a trusted partner for those seeking peace of mind and robust protection in the ever-evolving landscape of cyber threats.
Vice President of Executive Services
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, […]
- 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, and NSA before spending a year with NASA working with astronaut communicators and eventually moving over to help stand up 360 Privacy’s full suite of services.
Founder and CEO
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 […]
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 sides. Kate founded Atténuer Risk in 2021 and serves her clients as a fee-only risk and resiliency consultant. Kate maintains her insurance licensing and graduated from the University of Kansas. She serves on the Advisory Board of the Council for Insuring Private Clients & High Net-Worth Individuals and is a faculty member for the National Alliance–CPRM designation.
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 […]
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 threats, one risk vector unifies companies of all industries, regions, and sizes: cybersecurity. Indeed, in his twenty-five-plus years as a cybersecurity professional, Andy Silberstein – a Polaris Cybersecurity Advisor – has helped secure financial institutions, healthcare providers, government offices, real estate groups, major retailers, manufacturing firms, and more. The breadth and diversity of Mr. Silberstein’s clientele reveals the broad, pervasive nature of cybersecurity threats – and the necessity of experienced and reliable experts like Mr. Silberstein.
Mr. Silberstein deploys a results-oriented approach to cybersecurity and IT services, with cyber-risk strategies specifically designed to address specific clients’ specific risk profiles. Whether consulting on an entity’s cybersecurity policies/procedures, testing their existing digital defenses, or mitigating the fallout of ransomware, malware, or data exposure, Mr. Silberstein’s approach centers accessible, client-specific solutions.
At Polaris, Mr. Silberstein’s fluent understanding of cyber threats is most evident during Cyber Readiness Assessments – our easy-to-follow checklist of cybersecurity necessities. In a given engagement, Mr. Silberstein may conduct external or internal vulnerability tests, assess social engineering defenses, reconfigure or realign security controls, or evaluate a clients’ ability to recover from a potential attack – resulting in a detailed understanding of a company’s cyber-risk exposure.
And, when it comes time to integrate these insights into your corporate infrastructure, Mr. Silberstein’s technical expertise is supplemented by an in-depth understanding of your business’ administrative and operational needs. Mr. Silberstein translates his findings – however complex or technical – across verticals and departments, ensuring that IT, company management, and employees of all levels have what their teams need to remain secure. In a field as technologically intricate as cybersecurity, the clarity of Mr. Silberstein’s guidance is as essential as his services.
Fireside Chat: Founder Talk with Jan Szilagyi of Toggle AI
Joseph W Reilly Jr
CEO and Founder
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 […]
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 Association, 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, and Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the global editorial board.
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
PwC Private serves 3,000+ US families and 10,000+ globally. With a dedicated team of 2,000+ professionals and 170+ years of experience, it’s the most established family enterprises practice in the market. Our human-led and tech-driven managed service, Wealth Compass, visually displays and analyzes the complete picture of a family’s entire estate across all asset types, integrated with bookkeeping, bill payment and payroll services. We bring deep knowledge and experience across the family enterprise—from governance, M&A, accounting, estate planning, philanthropy and tax strategy, to family office set-up, technology strategy, vendor selection and cybersecurity—to keep you ahead of the curve.
Technology Demonstration Sponsors
Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 850 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $4 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases.
Asset Vantage (AV), founded in 2011, is a next-gen SaaS technology platform that automates performance reporting and accounting to create a real-time, consolidated, and reconciled view of a family’s entire net worth. Our vision is to empower families and their trusted advisors to make better investment decisions
with a complete picture of their wealth. Our fully configurable software provides comprehensive portfolio reporting; an integrated general ledger for accounting, reconciliation, and data aggregation; and an analytics platform that encompasses all asset classes, currencies, advisors, and geographies.
More than 350 of the world’s wealthiest families, representing combined assets of over $125 Billion in value, use our family office software solution. We serve them through single-family offices, multi-family offices, CPA firms, trusts and financial institutions. AV has the distinction of being the only platform that’s truly global serving users across the Americas, UK, Middle East, Asia, and Oceania.
Canoe Intelligence redefines alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms, and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction, and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. The company discusses wealth management, institutional investment, and technology topics on its blog. Learn more at www.canoeintelligence.com.
Eton Solutions is a software and services company that was founded to handle the complexities associated with servicing ultra-high net worth clients. Our vision is bolstered by a belief that a holistic, integrated platform and support from a team of skilled experts can enable single family offices, multifamily offices, and professional services firms to completely reimagine the value they can provide to their clients. Our priority is giving family offices the tools they need to be more accurate, more efficient, and more effective at delivering premium services to their valued clients.
Our solution to the challenges family offices face is our integrated platform, AtlasFive. It acts as an operational platform and one source of truth for all data, which improves accuracy, optimizes efficiency, and reduces risk. As the future of the family office evolves, we are proud to lead the way to reimagining what a family office can achieve. With less time spent on recurring tasks, data entry, and spreadsheets, employees can focus on the office’s priority: achieving the goals of the family it serves.
KnowLedger is a powerful middleware solution that creates journal entries for your investment holdings. Our platform integrates with a range of investment systems including Addepar, data aggregators and direct custodian connections.
Our API connection and secure SOC2 environment ensure that your data remains safe and secure at all times. We pride ourselves on offering a flexible implementation process that can be customized to suit your unique needs and fully utilizes all of the Sage dimensions.
Whether you're manually entering summary data from a custodian statement or alternative statement, KnowLedger streamlines the process so you can focus on being an accountant.
Ryan Kerry - CEO
Private Wealth Systems is reimagining the world of ultra-high net worth portfolio management through a cloud-based platform uniquely designed to improve efficiency, accuracy and agility. UHNW individuals, family offices and private banks leverage Private Wealth Systems to transform how they aggregate investment data, validate data accuracy, report on multi-asset class portfolio performance and evolve complex investment portfolios over time. Private Wealth Systems’ UHNW portfolio management technology platform provides critical insights investors needs to effectively manage portfolio performance, risk and liquidity –delivering an accurate pulse of the portfolio. Visit privatewealthsystems.com
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of March 31, 2023, SEI Family Office Services has $593 billion in assets on platform.
Sage Intacct is the only and preferred provider of the AIPCA for cloud financial management. Specializing in helping a variety of Financial Services firms — including family offices, asset management firms, lending institutions, insurance carriers, real estate companies, and credit unions —Sage Intacct streamlines investments, capital, and reporting, while delivering real-time visibility into the metrics that matter.
Our modern, native-cloud solution, with open APIs, gives Financial Services firms the connectivity, visibility, and efficiency they need to do more with less. At Sage Intacct, we help Financial Services firms maximize productivity and growth at scale.
Award-winning Summitas Platform ® helps families and wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility. From the Digital Vault to collaboration tools, integration of ﬁnancial information, and the ability to manage projects and tasks to streamline workﬂows, a branded Summitas portal provides measurable value to family ofﬁces, wealth advisors, and other client-facing businesses.
360 Privacy, a veteran founded, owned, and operated LLC based out of Nashville, TN, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission is to protect the digital identity, reputation, and security of high-profile executives, athletes, and high net worth families. By removing personally identifiable information from data brokers websites on the open web, conducting daily monitoring to prevent data repopulation, and securing personal technology infrastructure (routers, iPads, iPhones, smart thermostats, etc.), we keep our clients' information out of the hands of sophisticated threat actors and fraudsters.
55ip is a financial technology company purpose-built to break down barriers to financial progress. Setting the industry standard for automated, personalized, and optimized tax outcomes, the 55ip platform delivers efficient implementation of the investment process to the
financial services industry. Combined with leading trading and rebalancing capabilities, we offer a full-service solution that meets the unique needs of advisors. At the heart of 55ip’s seamless, intuitive user experience is 55ip’s ActiveTax SM Technology, including elevated portfolio design and delivery, tax-smart transitions, management, and withdrawals, all helping advisors save time and achieve better outcomes for their clients. 55ip is a wholly owned subsidiary of J.P. Morgan Asset Management, the asset management business of JPMorgan Chase & Co. Visit 55-ip.com for more information.
Atténuer Risk provides risk and resiliency solutions that provide our clients the freedom to build and protect their legacy. We are a risk and resiliency consulting firm serving families of exceptional wealth, single family offices, multi-family offices and advisory firms. We combine innovative thinking with unrivaled industry experience to deliver indispensable, objective, client-aligned risk, and resiliency solutions to ensure our clients, their passions and legacies are safeguarded. We do not sell insurance; we present our clients with objective, customized solutions. Atténuer Risk offers many services such as Outsourced Risk Management, Broker Review and Selection, Resiliency Planning and more.
At Polaris, global risk is our business. With over 50 years of global security, crisis management, cybersecurity, and investigations experience, Polaris is a leader in the corporate risk management space. Clients in over 80 countries have relied on Polaris’ practiced and practical methods, with expert assessments scaled to match the size, industry, market presence, and risk exposure of its clients – resulting in targeted, actionable reporting. Our stable of domestic and international subject matter experts deliver complex, cost-effective services consistently designed to meet the high standard of Polaris’ ethos: Attentive. Nimble. Relentless.
STP Investment Services is an award-winning technology-enabled services company that provides front, middle, and back-office solutions to investment managers, funds, family offices, wealth managers, and plan sponsors providing the service, software, expertise, and confidence needed to focus on their core business objectives. STP provides a broad range of services and SaaS offerings for the financial services industry with capabilities to process all asset classes and meet ever-evolving business requirements. STP’s Wealth and Family Office focused solutions include a Modular Wealth Management Technology Platform and a variety of managed services offerings.
Cocktail Reception Sponsor
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation.
Dentons is the world's largest law firm, connecting talent to the world's challenges and opportunities in more than 75 countries. Dentons' legal and business solutions benefit from deep roots in our communities and award-winning advancements in client service, including Nextlaw, Dentons’ innovation and strategic advisory services. Dentons' polycentric and purpose-driven approach, commitment to inclusion and diversity, and world-class talent challenge the status quo to advance client and community interests in the New Dynamic. www.dentons.com
Versatile Venture Capital backs early-stage companies which help investors generate alpha and win. For example, we’re investors in alternative data, investment research, back-office tech, marketplaces for private companies, and salestech to help gather assets. We manage PEVCtech, a community for family offices, private equity funds, and VCs focused on using technology and analytics to make better investments in private companies. We also manage Founders’ Next Move, a community for founders researching their next move.
David Teten, Versatile’s founder, was previously a Partner with HOF Capital and ff Venture Capital, two early-stage New York VC firms. He is also Founder of HBS Alumni Angels of NY, the largest angel group on the East Coast, and a serial fintech entrepreneur with two exits. He has a history of investing in diverse and underrepresented founders. Versatile VC has the flexibility to invest using both traditional and alternative VC structures. David writes periodically at teten.com.
Since our founding more than a decade ago, Wealth Matters has been a driving force behind the success for an elite group of firms in the wealth management industry. As a powerhouse full-service agency, we specialize in crafting strategic marketing, branding, public relations, and growth strategies that propel our advisor clients to achieve their growth objectives.
Working with multi-family offices, asset management firms and RIAs, we understand that every firm is unique, with their own distinct brand vision and audience. The solutions we create are transformative and our unrivaled expertise in press and branding strategies allows us to showcase our clients' thought leadership, elevating their brand presence and establishing a lasting impression in the minds of their target market.
At Wealth Matters, our greatest asset is our team: we have gathered the best creative minds in the business, providing our clients with the most comprehensive, compelling service available in the wealth management marketing landscape. We genuinely love what we do, and enthusiastically embrace even the most complex of challenges for the benefit of our partner clients.
About Technology Demonstrations
Simplify complexity. Set a course for the future.
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
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.