Overview

Introduction

The Family Office Fintech Forum 2024 is part of the Family Wealth Report’s  family office events series.  It serves as an industry’s 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 Series

The Family Wealth Report Family Office FinTech Forum 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 will be an in-person event and will follow the format displayed on our agenda tab.

Agenda

1.00 pm Registration and Networking

1.30 pm Welcome

1.35 pm Keynote by Raymond DiNunzio

2.00 pm Panel by the UHNW Institute

2.30 pm Presentation by Nines

2.45 pm Presentation by Private Wealth Systems

3.00 pm Refreshments and Networking

3.15 pm Presentation by Asset Vantage

3.30 pm Panel by Deviate Consulting

4.00 pm Dynamic Tech Presentations by ATRS, Collation, SumIt, Arqa, k1x

5.00 pm Summit Close

5.15 pm Cocktail reception


Logistics

Date and Time

Date: Thursday 18th April - 2024
Time: 12:00 pm – 6:00 pm Eastern Standard Time

Venue

Citco

Address: 350 Park Avenue, 30th Floor, New York, NY 10022 USA

Presenters

Mohamed Elzomor

Co-founder

Nines Living

As Co-Founder of Nines, Mohamed Elzomor helps simplify and elevate complex households. Before starting the leading household management platform, Mohamed was one of the most sought-after private coaches in the […]

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 […]

David Teten

Venture Partner

Coolwater Capital

David Teten is a Venture Partner with Coolwater Capital, a GP stakes investor and accelerator for emerging VC managers. He is Founder of Versatile VC, backing early-stage companies which help investors generate alpha […]

Sinan Biren

Head of Sales

Collation.ai

Sinan is a seasoned FinTech business development professional with vast expertise in building start up businesses and helping them throughout their entire life cycle (from birth to growth to exit) i.e. […]

Tanmai Sharma

CEO and Founder

Collation.ai

Tanmai is an entrepreneur, finance expert, and technology aficionado. He established Canopy.Cloud and engineered the core analytics platform. Prior to Canopy, he was an MD at Deutsche Bank, with 20 […]

Gary Langham

Founder and CEO

After Tax Reporting Solutions

Mr. Langham is the founder of After Tax Reporting Solutions, LLC (ATRS), a software designed to meet the reporting needs of taxable investors. ATRS has recently become an integration partner […]

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, […]


About our Sponsors

Content Partner


Technology Demonstration and Presentation Partners


Venue Partner


Supporting Partners


About Technology Demonstrations

The easiest way to manage high-net-worth households with Nines

Join a demo of Nines, the household and estate management platform built for high-net-worth households. Whether this is relevant for you or your clients, we will show you how our platform can bring a house manual to life in a smart, searchable environment. You will see how Nines can turn information into action with tasks, checklists, and more. And keep track of bill pay and household budgets to ensure smart spending and return on investments.

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.

A Centralized Data Warehouse for Wealth Managers where workflows are operated by AI Bots

Our AI bots, extract data from any system, put it into a data warehouse and maintain data integrity and consistency, then data is pushed to any system the client wants. Providing our clients full admin access to their Data Warehouses addresses all of their privacy concerns.

If taxable investors had access to after-tax reporting, would they ever use pre-tax reporting?

I. Reason for starting the firm:

Frustrated with having to provide results to wealthy taxable investors that excluded such an important expense borne by their overall wealth management program

II. Benefit of software:

Provides the highest level of transparency in reporting.  Customized to an individual’s specific tax situation (federal, state and local)

III. Performance reporting is the tip of the iceberg:

Impacts volatility of overall portfolio as well as return and thus has a major impact on portfolio construction through asset allocation decisions.

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

Register

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