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

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.


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

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 […]

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 […]

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 […]

About our Sponsors

Headline Sponsor

Technology Demonstration Sponsors

Cocktail Reception Sponsor

Supporting Partners

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.


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