Family Wealth Report Family Office Fintech Forum 2024 | ClearView Financial Media Ltd. | 18 April 2024 | Citco, 350 Park Avenue, 30th Floor New York, NY 10022

It serves as an industry’s forum to discuss best practice and see real-life examples of how to adopt and invest in technology by multi and single-family offices.

It will provide our guests with insights around some of the following themes, amongst others:
• Bill paying, tax filing and accounting: Do threatened tax hikes put more pressure on FOs to improve processes?
• Risk management: How can tech improve it rather than make it more complicated?
• ESG and impact investing: Tech tools and latest developments.
• Digitization: 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 communication: 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: Implementation a realistic roadmap and appropriate resourcing.
• The technology gold standard: How to future-proof your organization.

2024 Speakers

KEYNOTE SPEAKERS:

Raymond DiNunzio
Partner, TOS Advisors

David Teten
Venture Partner, Coolwater Capital

PANELISTS:

Alyssa Dondero
Director of Operations, Fingerboard Family Office

Erin Hulse
Owner and Family Office Technology Consultant, Deviate Consulting

Kelly Moore
Senior Sales Director, Arch

PRESENTERS:

Mohamed Elzomor
Co-founder, Nines Living

John LaMancuso
CEO, K1x

Gary Langham
Founder and CEO, After Tax Reporting Solutions

Alexandre Lin
Co-Founder & CEO, SumIt

Tanmai Sharma
CEO and Founder, Collation.ai

2024 Partners

CONTENT PARTNER:
• Deviate Consulting

TECHNOLOGY PARTNERS:
• After Tax Reporting Solutions
• Arch
• Asset Vantage
• Collation.AI
• K1x
• Nines Living
• Private Wealth Systems
• SumIt

VENUE PARTNER:
• Citco

PR PARTNER:
• The Rudin Group

SUPPORTING PARTNERS:
• PEVCtech
• ProFundCom
• The UHNW Institute
• Versatile VC
• SmartKYC