7th Annual Family Office FinTech Summit 2022 | Clearview Publishing | 24 March 2022 | Virtual Event

Family Wealth Report’s annual 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 conference is part of the Family Wealth Report Family Office FinTech program which consists of a series of live and pre-recorded virtual webinars and virtual technology demonstrations.

In a decade set to change everything – accelerated by COVID-19 – family offices will need to deploy a radically different toolkit to stay ahead.

The Family Wealth Report Family Office FinTech Program will provide our guests with insights around the themes that industry insiders tell us are currently the most important:

• Digitisation – 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 communicating – 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 – Implementing a realistic roadmap and appropriate resourcing
• The technology gold standard – how to future-proof your organization

2022 Speakers

ADVISORY PANELS:

Charlotte Beyer
Founder of IPI, Principle Quest Foundation

Sergei Bourlatskii
CFO, DS Advisors

Patti Boyle
Entrepreneur, Educator, Consultant

Carol R. Kaufman
Founder and CEO

Paul McKibbin
Executive Director, Private Client Services & Family Office Advisory Services, EY

Tania Neild
CTO and Owner, InfoGrate

Jonathan North
Head of Products, 4Pines Fund Services

Joseph W Reilly Jr
CEO and Founder, Circulus Group

Avi Sharon
Executive Vice President and Product Strategist, PIMCO

KEYNOTE SPEAKER:

Paul Freeland
Managing Director, SEI Family Office Services, SEI

SPEAKERS:

Andrew Aziz
Chief Strategy Officer, d1g1t

John Boord
CEO, Soderling, The Blue Tower Ventures Family Office

Tom Burroughes
Group Editor, ClearView Financial Media

Michael Castro
Partner, InsightsOfficer Leader, PwC

Sean Clifford
President, Bite Investments

Mary Alice Cox
Customized Accounting Solutions

Catherine Fankhauser
Senior Manager, EY Family Office Advisory Services, EY

Chelsea Francis
Director of Marketing, SEI Family Office Services, SEI

Douglas Fritz
Founder and CEO, F2 Strategy

Kelly Gonyea
Senior Solutions Consultant, Sage Intacct

Stephen Harris
CEO, ClearView Financial Media

Erin Hulse
Owner and Family Office Technology Consultant, Deviate Consulting

Lucy Millard
Executive Director, Head of Solutions Engineering Team, Masttro

Scott Peppet
President, Chai Trust Company, LLC

Padman Perumal
CEO, Masttro

Carissa Turnell
Senior Manager, F2 Strategy

Danielle Valkner
Partner, PwC Private US Family Office Leader, PwC

Bill Wyman
President, Family Office Services, Summitas

2022 Sponsors

HEADLINE SPONSOR:
• SEI Family Office Services

TECHNOLOGY SPONSORS:
• ProFundCom
• smartKYC

TECHNOLOGY DEMONSTRATIONS SPONSORS:
• D1g1t
• Masttro
• Private Wealth Systems
• Sage Intacct
• Summitas

CONTENT PARTNERS:
• Bite
• PwC