Ninth Family Wealth Report Family Office Fintech Summit 2024 | ClearView Financial Media Ltd. | 10 October 2024 | Convene, 101 Park Ave, New York, NY 10178, USA

This summit 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

Erin Hulse
Owner and Family Office Technology Consultant, Deviate Consulting

David Teten
Venture Partner, Coolwater Capital

2024 Sponsors

TECHNOLOGY DEMONSTRATION SPONSORS:
• Private Wealth Systems

SUPPORTING SPONSORS:
• PEVCtech
• ProFundCom
• Versatile VC
• smartKYC