Family Wealth Report is excited to announce the launch of the second Family Office Fintech Summit on February 28, 2017 in New York City.

Technology has become a transformational force within financial services and is now central to the wealth management dialogue, particularly in the US, where annual investment is tipped to reach $4.2 billion by 2018. At both ends of the wealth spectrum, institutions are seeking – and achieving – huge gains through technology investment.

Yet the question of where to invest, and how to implement new solutions for optimum impact, remains and for family offices the stakes couldn’t be higher. Clients’ wants and needs are evolving at a startling rate across all segments, but for family offices the need to present truly 21st century wealth management is even more pronounced. Securing the loyalty of the next generation of clients, while also (profitably) tackling the challenges of operational efficiency, data management and security is the weighty task facing family offices’ technology chiefs.

The Family Office Fintech Summit has been designed to present cutting-edge thought leadership on the most pressing technology issues facing single, multi family offices and RIAs serving UHNW clients and to offer actionable intelligence on how to make “solutions” really worthy of the name.

Many of the most influential people and firms in the family office and technology spheres are expected to attend this event, which is exclusively for qualifying members of the Family Wealth Report network and invited guests.

Topics for discussion will include:

  • Maintaining regulatory compliance cost-effectively
  • Innovating for maximum impact on profitability
  • Achieving operational efficiency gains
  • Cybersecurity and privacy challenges
  • Vendor selection and making best-of-breed work
  • Implications of the fiduciary standard on technology
  • Evolving fintech in line with investment trends
  • Emerging technologies and their place in the family office sphere
Who should attend: 
Business leaders, operations, information technology, compliance, client service professionals, relationship managers within SFOs, MFOs, Private Banks and RIAs serving UHNW clients


Participants will:

  • Be informed of the latest thinking and best practice in financial technology and data security
  • Raise their awareness about technical and legal compliance with the latest regulations
  • Become acquainted with best practices for operational excellence in family office environment


ClearView Financial Media Ltd is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.  


8:00 - 9:00am Registration and Breakfast 9:00 - 9:05am Summit Introduction 9:05 - 9:35am Presentation: Do you have to be disruptive to be innovative? 9:40 - 10:30am Panel 1: Right First Time: Best Practices for Vendor Selection and Implementing Technology 10:30 - 11:00am Networking and refreshment break 11:00 - 11:50am Panel 2: Making the Digital Family Office a Reality – The Challenges, Benefits, and Risks to Be Managed 11:55 - 12:10pm Demonstration 1: iPaladin – The New Family Office, Digitized, Secure and in the Cloud 12:15 - 12:30pm Demonstration 2: ATWeb: The Enterprise is Now 12:35 - 12:55pm Demonstration 3: Digital Access to Leading-Edge Alternatives 12:55 - 1:55pm Lunch 1:55 - 3:05pm Panel 3: Cyber-Security: Best Practice Insights on a Constantly Evolving Threat 3:10 - 3:30pm Presentation: The Wealth Management Firm of the Future 3:30 - 4:00pm Networking and refreshment break 4:00 - 4:50pm Panel 4: Alternative Assets: Addressing Aggregation, Accounting and Reporting Challenges 4:55 - 5:40pm Panel 5: Family Investing in Family-Office Technology 5:40 - 5:45pm Closing Remarks 5:45 - 6:45pm Cocktails If you would like to discuss speaking opportunities or/and make speaker suggestions, please contact Adriana Zalucka @ adriana.zalucka@clearviewpublishing.com


Date and Time

Date: Tuesday 28th February - 2017
Time: 8:00 am – 7:00 pm


The Convene Center

Address: 101 Park Ave, New York, NY 10178, United States​

About our Sponsors

Featured Sponsors



Andrew Scharf

Vice President


Andrew Scharf is a Vice President for OurCrowd, one of the world’s leading next generation venture capital firm that sources its capital through a worldwide ‘crowd’ of accredited and institutional […]

2nd New York Family ​Office Fintech Summit 201​7

Avi Sharon

Executive Vice President and Product Strategist


Mr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic […]

Bruce Weatherill


ClearView Financial Media

Bruce is a chartered accountant with over 40 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Chris Martinez

Former Managing Director

Oakbrook Solutions

Chris is former managing director of the family office practice at Oakbrook Solutions, a leading family office management consultancy. With over 20 years of operations and technology expertise within the […]

Darren Berkowicz

MD, SS&C GlobeOp Fund Services

SS&C GlobeOp

Mr. Berkowicz is Managing Director of SS&C GlobeOp Fund Services, the global hedge, private equity, fund of fund and private capital administration unit of SS&C Technologies Inc. He joined SS&C […]

Dennis Mangalindan

Vice President


Dennis is responsible for developing strategies to help SEI Family Office Services reach new markets, attract new leads and acquire new clients. In this role, he leads speaking engagements at […]

Don Kozusko

Founding Partner

Kozusko Harris Duncan

Don Kozusko provides tax and legal advice to family offices, businesses, investors, and philanthropists. He has also served as a mediator, an advocate, and an expert witness in trust and […]

Edouard Thijssen

Co-Founder, CEO

Trusted Family

Edouard Thijssen is co-founder and CEO of Trusted Family. Trusted Family helps leading family businesses and family offices around the world to communicate with their shareholders, directors, family members and […]

Eric Feldman

The Riverside Company

Eric Feldman joined global private equity firm The Riverside Company in 2011. He is responsible for all aspects of the firm’s global technology strategies including application development, project management, information […]

Hugh Bagatelle

Founding Partner

Windward Advisory Group

Hugh Bagatelle is a founding partner of Windward Advisory Group. Windward provides consulting services to financial institutions, focusing predominantly on family offices, assisting clients in selecting service providers, implementing new […]

Jamie McLaughlin

Founder and Chief Executive

J. H. McLaughlin & Co.

In 2010, Jamie McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, […]

Jason Brown

Chief Executive

Archway Technology Partners

Jason Brown founded Archway Technology Partners in 2002. He holds overall responsibility for all aspects of the firm as broad as strategic growth and as detailed as daily company operations. […]

Jill Creager

Founder and Chief Executive


Jill Creager is the force behind iPaladin, a digital platform that supports the management and administration of family offices. Her more than 20 years’ experience in family private wealth includes […]

John F. Curran


Walden Macht & Haran

A veteran trial attorney, John is a partner in the Firm’s White Collar and Investigations practice. John has counseled corporations in designing and enhancing their physical and Cyber-security, fraud, and […]

Linda Bourn

National Director Family Enterprise Risk Practice

Alliant Private Client

Linda is director of the family enterprise risk practice at Alliant Private Client. She helps families who have complex holdings in Trusts, LLCs and Partnerships develop strategies for integrated risk […]

Marcella Odum

Chief Financial Officer and Vice President

The Lupton Company

Marcie Odum currently serves as the chief financial officer of The Lupton Company in Chattanooga, TN. The Lupton Company is a single family office established from the sale of the […]

Michael G. Ricciardi

Chief Executive Officer and Co-Founder

Mercury Capital Advisors

Michael G. Ricciardi is a member of Mercury Capital’s Executive Committee.  Over the course of his career, he was Managing Director and Head of the Private Equity Funds Group at […]

Mike Slemmer

LP Sales Director

Dynamo Software

Mike Slemmer is Sales Director at Dynamo Software. Dynamo powers investment decisions of clients representing $4tn+ of assets and serves over 1,000 clients including pension funds, sovereign wealth funds, endowments […]

Paul McKibbin

Executive Director, Private Client Services & Family Office Advisory Services


Paul McKibbin is executive director in EY’s Americas Family Office Advisory practice. He has more than 20 years of experience in advising families on the creation, management and optimization of […]

Sanford Crystal

Executive Vice President

Crystal & Company

Sanford F. Crystal, Executive Vice President, is a third-generation principal of Crystal & Company and a member of the Board. Sandy leads the firm’s Financial Institutions Group and oversees the […]

Stephen Harris


ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance […]

Stephen Martiros


Financial Building Blocks

Stephen Martiros is the founder of Financial Building Blocks, a cloud-based software company that provides organizations with a customized knowledge platform for client, employee, and family education. Previously, he founded […]

Tania Neild



Dr Neild is CEO of InfoGrate, a consulting boutique specializing in information technology for family offices. We architect solutions that encompass GL/portfolio management/partnership accounting/CRM selection, data integration, operations, performance reporting, […]

Theresa Clarkson

Solutions Architect


In her current role, Theresa oversees and manages the implementation of everything from workflows and SharePoint to accounting migrations. Prior to joining InfoGrate Wealth, she worked for Market Street where […]

Thomas DeMayo

Principal, Cyber Risk Management

PKF O’Connor Davies

Thomas DeMayo is a Principal in the Cyber Risk Management group of PKF O’Connor Davies and is responsible for the implementation and design of the Firm’s cybersecurity service client offerings, […]

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry […]