Overview
Introduction
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
Agenda *Times are Eastern Standard Time
8.00 am Registration with Breakfast and Networking
9.00 am Welcome
9.05 am Keynote 1
9.20 am Panel Discussion 1
10:00 am Refreshments and Networking
10:30 am Panel Discussion 2
11:15 am Dynamic Tech Demo Round 1
12.30 pm Lunch and Networking
1.30 pm Keynote 2
1.45 pm Panel Discussion 3
2.30 pm Dynamic Tech Demo Round 2
3.45 pm Refreshments and Networking
4.15 pm Panel Discussion 4
4.55 pm Fireside chat
5.15 pm Summit Close
Cocktail Reception and Networking
*There will be further networking opportunities at executive club lunches and dinners during the week.
Logistics
Date and Time
Date: Wednesday 13th September - 2023
Time: 8:00 am – 6:00 pm Eastern Standard Time
Venue
etc.venues 810 Seventh Avenue
Address: Seventh Avenue New York NY 10019 United States
Expert Technology Council
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 […]
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.
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 […]
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.
Philip Strassler
Founder and President
Strassler, LLC
Phil Strassler, through Strassler, LLC consults with families of wealth and single-family offices on strategy, successful business practices and building sustainable Family Investment Offices. He has completed significant projects for […]
Phil Strassler, through Strassler, LLC consults with families of wealth and single-family offices on strategy, successful business practices and building sustainable Family Investment Offices. He has completed significant projects for SFOs including searches for investment advisors, technology consultants and professional service providers. From 2008 he has been instrumental in the creation and staffing of some of the largest SFOs on the East Coast. Phil is the leader of the Family Office Division of JSB Partners. Phil is a former the Chair of the Family Office Committee of the New York State Society of CPAs and former Director of Fieldpoint Private Bank. In addition to his consulting group, Phil is a founder of the Larry Kraus Family Office Tax & Tech-NEW-logy Institute which develops programs that provide Single Family Offices with an understanding of relevant tax and technology issues. Phil currently serves as Advisory Board member to a number of emerging financial companies.
In 2007, he retired as a Partner at Marcum & Kliegman LLP, where he was instrumental in fueling the firm’s growth from $20 million in revenues with 30 professionals, to nearly $120 million with 500 professionals by the time he left to launch Strassler, LLC.
At Marcum & Kliegman LLP he founded and was the leader of the Private Wealth Services and Alternative Investment Group practices. From 2008 - 2010 Phil developed and taught the Emerging Leadership Program to Marcum & Kliegman LLP Senior Managers and Partners.
Phil is a member of the AICPA and NYSSCPA and is a member of the NYSSCPA Taxation of Financial Instruments and Transactions and Family Office Committees. Phil has a B.B.A. from Hofstra University and lives in Wellington, Florida.
About our Sponsors
Headline Sponsor
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
Eton Solutions (Eton), is a Chapel Hill, USA based Wealthtech company was spun out of a leading $1.5B multi-family office in 2016 to address the need for configurable software capable of handling the data management, workflow, investment, and accounting complexities of a family office. A family office solution built by a family office.
The platform created to solve these challenges, AtlasFive ®, currently has 20 live clients in the single family office, multi-family office and professionals service firm markets. Eight of the 50 wealthiest individuals in the US are clients and over $300B of assets are tracked on the platform.
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
(610) 553-5049
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 Dec. 31, 2020, SEI Family Office Services has $415 billion in assets on platform. For more information, visit seic.com/archway.
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. As of Dec. 31, 2020, SEI Family Office Services has $415 billion in assets on platform. For more information, visit seic.com/archway.
Supporting Partners
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
About Technology Demonstrations
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.
Register
Contact us
- To register to attend, please fill out your details here.
- For the summit program, logistics, attendance and speaking opportunities, email theodora.viney@clearviewpublishing.com
- For sponsorship, email andrew.deane@clearviewpublishing.com
Headline Sponsor
Technology Demonstration Sponsors
Cocktail Reception Sponsor
Supporting Partners