Nov. 8-9, Virtual: MyFoTech Family Office Tech & Ops Event

I hope you’ll join me and many other domain experts at the MyFoTech Tech & Ops Virtual Conference: 9:30am-3:00pm EST on Wed-Thur, November 8-9. Our speakers are experts in the financial and non-financial technologies supporting family offices, wealth managers and high net worth families. 

I’m on a panel with:

  • Raymond DiNunzio, TOS Advisors, an expert in technology for family offices
  • Hugh Nguyen, formerly Chief Executive Officer of ClearServe℠, a leading technology platform for Family Offices and other wealth managers
  • Michael Sikorsky, CEO of Copia Wealth Studios, Emeritus CEO of Robots & Pencils, manager of a single family office
  • Christine Chang, formerly CEO, 6th Avenue Capital

The MyFoTech conference breaks away from the typical pay to play model. They don’t give center stage to technology vendors as expert panelists since they have an underlying agenda promoting their technology. Instead, they’re collaborating with Phil Strassler’s Larry Kraus Tax & Tech-NEW-logy Institute. Mr. Strassler’s philosophy is centered on learning from a steering committee he personally handpicked for their demonstrated expertise in analyzing, implementing and integrating tech-NEW-logies.

Conference Registration (choose David Teten’s Guests ticket) HERE

Discussion Topics :

  • Planning and selection of single family office (SFO) technology.
  • Decoding integrated accounting systems
    • Key players & comparative analysis
    • Client experiences
  • Family office technology trends and investing in innovation 
  • Protecting your family and your office in the age of AI and cyber risk
  • Essential considerations for technology and operations in Multi-Family Offices (MFOs).

Conference Registration (choose David Teten’s Guests ticket) HERE

More Info about MyFoTech: