We hope you will join us on September 13, 2023 at etc.venue, New York, for the Family Wealth Report Family Office FinTech Summit. We’ll be discussing best practice and see real-life examples of how multi and single-family offices are investing in technology. This is the 8th edition of this event.
We’ll discuss:
- The Digital Family Office Transformation
- Technology selection and the buying process
- Tales from an Implementation: Insights on how to prepare and succeed
- Ever-increasing importance of cybersecurity
Among our speakers are:
- Paul Freeland, Private, Family Enterprises Partner, PwC
- Sandy Ewing, EVP, SEI
- Padman Perumal, CEO, Masttro
- Danielle Valkner, Partner, Private Family Office Leader, PwC US
- Jonathan North, Head of Products, 4Pines Fund Services
- Ben Collins, Senior Director of Industry Marketing, Sage Intacct
- Thomas Nicholson, Senior Product Specialist, Wealth & Family Office Solutions, STP Investment Services
- Sachin Shah, Chief Operating Officer, 55ip
- Erin Hulse, Owner and Family Office Technology Consultant, Deviate Consulting
- Alyssa Dondero, Director of Operations, Fingerboard Family Office
- Danielle Klimek, Controller, Marron Capital LLC
- Chirag Nanavati, Managing Director, Asset Vantage
- Tony Gebely, CEO, Annapurna Cybersecurity Advisors
- Ben Barrontine, Vice President of Executive Services, 360 Privacy
- Kate Norris, Managing Partner, Atténuer Risk
- Andy Silberstein, Cybersecurity Advisor, Polaris Risk
- Joseph W Reilly Jr, CEO and Founder, Circulus Group
- Jan Szilagyi, CEO, Toggle AI
Headline Sponsor: PWC
Technology Demonstration Sponsors: Addepar, Asset Vantage, Canoe Intelligence, Eton Solutions, KnowLedger, Private Wealth Systems, SEI Family Office Services, Sage Intact, Summitas
Content Sponsors: 360 Privacy, 55ip, Annapurna Cybersecurity Advisors, Atténuer Risk, Polaris Risk, STP Investment Services
Supporting Partners: Dentons, WealthBriefing Family Office Database, The UHNW Institute , Versatile VC, Wealth Matters Consulting