September 13, NYC: Family Wealth Report Family Office FinTech Summit

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