The 5th Annual Family Office FinTech Summit NY, 17 March 2020 has been cancelled due to the Covid-19 outbreak. We re-launched it as the Virtual Family Office FinTech Summit, which took place from 1 April to 12 May 2020. You are invited to watch the replays (see below). 

The Family Office Fintech Summit, Family Wealth Report’s flagship event, is a forum for discussion of best practice and real-life examples of adopting and investing in technology by multi and single family offices.


Register Here for Replays of Our Virtual Agenda


18 March     

(Pre-event) Research Launch: Technology Traps Wealth Managers Must Avoid

1 April           

Interview with Logan Allin: FinTech and Family Office – A Strategic Imperative

2 April

Interview with Elisabeth Préfontaine: Exploring Bitcoin

6 April           

Interview with Gregory Zuckerman: The Man Who Solved The Market

10 April

Generic Tools = Few Gains: Why Alternatives Investors Need Purpose-Built Technology

14 – 22 April 

Technology Demonstrations (Find out more here)

29 April         

Panel: Towards the Frictionless Family Office

4 May           

Panel: New Frontiers of Risk: Cybersecurity, Privacy, and Managing Your Digital Exhaust

12 May           

Panel: ESG and Impact – Can Tech Help Tell Fact From Fiction?



See you at our Family Office FinTech Summit 2021!

For speaker, sponsorship and demo opportunities contact: adriana.zalucka@clearviewpublishing.com

For questions about participating as a guest contact: theodora.viney@clearviewpublishing.com

Advisory Panel

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 […]

Carol R. Kaufman

Founder and CEO


Carol R. Kaufman consults to HNW families, entrepreneurs and trusted advisors.  Her newly released software venture, Pinventory®, coupled with her consulting service, www.homeinventoryacademy.com, focus on the responding to the need for […]

Charlotte Beyer

Founder of IPI

Principle Quest Foundation

A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. Beyer’s career spans 40+ years, first on Wall […]

Virtual Family Office Fintech Summit 2020 (1 April – 12 May)

Joseph W Reilly Jr

CEO and Founder

Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office […]

About our Sponsors

Headline Sponsor

Gold Sponsors


Keynote Speaker

Gregory Zuckerman

Author of The Man Who Solved the Market

Wall Street Journal

Gregory Zuckerman is the author of the critically acclaimed books The Greatest Trade Ever and The Frackers and is a Special Writer at the Wall Street Journal. At the Journal, Zuckerman writes about financial firms, personalities and […]

Logan Allin

General Partner

Fin VC

Logan is the Managing General Partner and Founder of Fin VC where he is responsible for management of the firm, making investments, maintaining board responsibilities, and adding hands-on operating value […]


Carolina Salazar

Partner and Director of Reconciliation & Technology

WE Family Offices

Carolina Salazar has worked in the financial services industry for more than 20 years.  In 2001, Ms. Salazar joined WE’s predecessor, TBK Investments Inc.  She currently serves as WE’s Director […]

Danielle Roseman

Managing Director

Lazard Family Office Services

Danielle Roseman, Managing Director and Co-Head of Lazard Family Office Services has joined Lazard as part of the recent acquisition of Truvvo Partners LLC into Lazard Family Office Partners. Danielle […]

Daryl Roxburgh

President and Global Head


Daryl has led BITA Risk since 2004. He has full responsibility for the BITA product set, its roadmap and client engagement. Daryl has held executive and director roles at Credit […]

Deborah Nitka



Deborah Nitka, manager with CohnReznick’s Cybersecurity and Privacy practice, has a passion for translating technical cyber and data privacy needs into strategic business decisions for her clients. Her expertise spans […]

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 […]

Virtual Family Office Fintech Summit 2020 (1 April – 12 May)

Edward V. Marshall

Founder and CEO

Presage Global

Edward is the Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm.  Presage helps clients overcome complex challenges, improve performance, and manage risks.  Presage’s customized and […]

Elisabeth Préfontaine



With over 25 years of experience, Elisabeth Préfontaine is among the few who can claim to have traded both physical coupon bonds, and bitcoins. Her professional experience includes online banking, […]

Jay Lipman

Co-founder and President


Jay Lipman is President, Co-founder and CCO of Ethic, a tech-driven sustainable asset manager. Ethic’s platform aggregates financial and sustainability data and empowers advisors to have conversations with their clients […]

Jennifer Yap

Project Management Consultant

Virtual Family Office Fintech Summit 2020 (1 April – 12 May)

Jennifer Yap is a project management software consultant for single and multi-family offices, high-net-worth individuals, investment advisers, and hedge fund administrators. Her primary family office consulting focus has been on […]

Kevin Hulbert

Member of the President's Intelligence Advisory Board

Virtual Family Office Fintech Summit 2020 (1 April – 12 May)

Kevin Hulbert retired in 2014 after an illustrious career with the Central Intelligence Agency where he held a variety of high-level jobs in the fabled Directorate of Operations becoming an […]

Peter Bruce-Clark

Founder & General Partner

Kalytix Ventures

Peter is Founder & General Partner at Kalytix Ventures, and Global President at Strong Room AI. Before Kalytix, Peter was Partner at Social Impact Capital, a global impact-focused VC firm based […]

Robert Kirby

COO and Managing Director


Robert Kirby most recently served as the Chief Operating Officer and Managing Director of Kemnay, a single-family office, and was responsible for all investment operations. He brings over twenty-five years […]

Seth Brotman


Canoe Intelligence

Seth is responsible for building and managing the business, product development, and client service teams. Seth has seventeen years of alternative investment and FinTech experience. He started his career focused […]

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 […]

Steven Edelman

Managing Director | Institutional Relationships


As managing director of institutional relationships, Steven is responsible for the management and growth of new and existing client relationships with private banks and other financial institutions. Steve joined SEI […]

Tania Neild

CTO and Owner


Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices.  She supports all aspects of their technology from cybersecurity and data integration to vendor selection and […]

Tim Ferguson


Tilt Investments

Tim has a distinguished track record of building and turning around financial services businesses. He believes that investors are finally ready to commit themselves to mission aligned investing, and that […]

Timothy Kropp



Timothy Kropp is the Global Chief Information Security Officer at SS&C Technologies. Mr. Kropp is also an Agile/DevOps leader. In Timothy’s previous role he served as the Technology Security Lead […]

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 […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]

Will Lymer

Managing Director

Banyan Risk Group – Cyber

Will Lymer is a Managing Director for Banyan Risk Group – Cyber, a trusted family office cybersecurity provider whose solutions are exclusively designed to meet the distinct digital security needs […]