Overview

Introduction

The Ninth Family Office Fintech Summit 2024, Family Wealth Report’s  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. This summit will be a full-day event and will take place on October 10, 2024.

 

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.

 

Contact Us

For the summit program, logistics, attendance, speaking and sponsorship opportunities, email: theodora.viney@clearviewpublishing.com

To register to attend, please fill out your details here.

Agenda

8.00 am Registration, Breakfast & Networking

9.00 am Welcome

9.05 am Keynote 1

9.20 am Panel Discussion 1

9.50 am Tech Demo Round 1

11.10 am Refreshments & Networking

11.40 am Keynote 2

11.55 am  Panel Discussion 2

12.30 pm Lunch & Networking

1.30 pm Keynote 3

1.45 pm Tech Demo Round 2

3.05 pm Refreshments & Networking

3.35 pm Panel Discussion 3

4.05 pm Fireside Chat

4.25 pm Keynote 4

4.40 pm Summit Close

4.45 pm Cocktail Reception with Networking


Logistics

Date and Time

Date: Thursday 10th October - 2024
Time: 8:00 am – 6:00 pm Eastern Standard Time

Venue

The Convene Center

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

Panel speakers

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 […]

Bill Wyman

President, Family Office Services

Summitas

Bill joined Summitas in 2010 and has over 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Today, Summitas is the […]

Ryan Kerry

CEO

Knowledger

Ryan Kerry, CEO of KnowLedger, has an extensive career on providing services to the financial services market. His 30+ years of experience is defined around the service and support of […]

Abbas Hashmi

Chief Strategy Officer

BAM Capital

Abbas Hashmi is a leading voice in family office strategy and wealth management, focusing on client experience, capital raising, and governance. With extensive global family office experience, he brings a […]

Alexandre Lin

Co-Founder & CEO

SumIt

Driven by frustration with existing accounting software, Alex founded SumIt to simplify family office accounting. As a second-generation leader of his family’s real estate ventures in France and China, he […]

Ray Denis

Founder & CEO

Sandbox Wealth

Ray Denis is the Founder and Chief Executive Officer of The Sandbox Companies.

With 18 years of industry experience, Ray leads the strategic direction, product management, sales, and all related control […]

Kristina Conner

Advisory Director

BPM

Kristina Conner is a seasoned CPA and Sage Intacct implementation specialist, specializing in family offices.  With extensive experience in financial management and technology integration, she combines technical expertise with a […]


Technology demonstration presenters

Phil Ieraldi

Senior Vice President of Sales

Eton Solutions

Phil Ierardi joined Eton Solutions in April of 2021 as Senior Vice President of Sales. Phil is a 25 year veteran of Fidelity Investments. He spent 16 years building out […]

Bill Wyman

President, Family Office Services

Summitas

Bill joined Summitas in 2010 and has over 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Today, Summitas is the […]


About our Sponsors

Content Sponsors


Technology Demonstration Sponsors


Exhibitors


Cocktail Sponsor


Supporting Sponsors


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.

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

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.

Enterprise Banking for Family Offices

Sandbox Record is a next-generation liquidity management application that enables users to manage their cash and credit activities across financial institutions. Our solution enables users to have fine-tuned control over spending, investing, and bill payment activities for their households within the full context of their balance sheets and cash flow.
This demo will include a tour of the platform, balance sheet management capabilities across liquid and illiquid assets, payment features, FX, and Sandbox Navigator.


Register

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