Newsletter

June 2024

 

The 108th running of the Indianapolis 500 happened on Sunday, May 26th. The winner this year is Josef Newgarden who secured a back-to-back victory! What was the purse for the 2024 Indy 500? $4.24 million. Not bad for a Sunday! 

Deviate attended the 2024 FOX Global Investment Forum: Investing in an Age of Change in Miami on May 8th. We hosted an industry happy hour on the evening of May 7th with our partner, Masttro. Thank you to everyone who attended! 

Deviate Events 

June 26, Santa MonicaDeviate will be speaking on a panel at the Trusted Advisor Association TechX LA Summit. We will also be hosting a social event on the evening of June 25th, so please stay tuned for details!

Other Industry Events (US) 

June 4, New YorkFamily Wealth Report Family Office Cybersecurity & AI Summit aims to empower family office professionals and wealth managers with the knowledge and tools needed to protect against cyber threats in an increasingly digital world. 

Deviate News 

The Deviate Consulting Vendor Demos website is live! Access to the site is exclusive to family offices who are embarking on a new technology search. There is no cost for vendors or family offices to participate.  

Did you know that Deviate offers a one of a kind “Implementation Bootcamp” for our clients who are preparing for a software implementation? This bootcamp will highlight the planning and elements of the implementation to prepare you for success. 

Featured Demo Partner:

https://altoo.io/

The Altoo Wealth Platform | Altoo AG aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance, and reporting. It is a modern and sophisticated, highly secure, SaaS platform catering to single family offices and asset managers. 

June Tip – Software Vendor References 

When you are evaluating a software platform, how do you gather unbiased references? The vendor will be able to provide you with references from happy clients, but you should ask for client references where perhaps the implementation did not go as planned and they experienced some bumps in the road. Firms like Deviate and FOX can also connect you with peers who will give unbiased opinions. 

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Newsletters

November 2024

    We are well into fall and enjoying the autumn colors here in Indiana. In October, Deviate attended and sponsored the Ninth Family Wealth Report Family Office Fintech Summit 2024 in New York, as well as hosted a pre-conference happy hour in Midtown the...

October 2024

    One last tax deadline ahead means that fall is here! In September, Deviate attended and sponsored the FOX Technology Selection Workshop and the 2024 FOX Technology Showcase in New Orleans. We endured our first hurricane during the conference but lived to...

September 2024

    It’s September, already! With kids back to school and tax deadlines approaching, things are busy in the industry.  In August, Deviate attended and sponsored the FWA Summer Gathering: Elevating Women in Family Wealth as well as the FWA Operations Leader...

August 2024

    It’s August and we’ve been busy with travel this summer! In July, Deviate had the pleasure of sponsoring the FOX 2024 Family Office & Wealth Advisor Forum. They put us to work in Chicago and we covered the sessions which you can check out here in the...

July 2024

It’s July (already) and it’s been hot here in Indianapolis. Our travel and events are also heating up as we have a lot on the schedule this month once again! In June, Deviate had the pleasure of speaking on a panel at the Trusted Advisor Association TechX LA Summit,...

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