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

August 2025

August Events Deviate had a great time at the 2025 FOX Family Office & Wealth Advisor Forum in Chicago. We were able to catch up with clients, colleagues, and friends, as well as participate in a panel discussion on Optimizing Technology: Best Practices for...

July 2025

July Events July 14 – 16 – Chicago – We will be attending the 2025 FOX Family Office & Wealth Advisor Forum at the Swissotel. Please reach out so that we can connect!  Deviate News  Time flies when you’re having fun! We are celebrating Deviate’s 10-year...

June 2025

 June Events  June 3 – 5 – Atlanta – We will be attending the Sage Future conference for the first time! Please reach out if you will be there.  June 24 – 25 – Chicago – We will be sponsoring the K1x User Conference at the University of Chicago. Excited for our first...

May 2025

    We had a busy April with travel, conferences, and happy hours. Connecting with old and new friends is always good for the soul.  Deviate Happy Hour  Thank you to all who came out to our happy hour in New York! As always, it was our pleasure to host, and...

April 2025

    Finally, more travel and warmer weather! We are looking forward to connecting in person this month.  Upcoming Events  April 8-9 – Latam Family Office Investment Summit, Mexico City – Deviate will be creeping around the investment summit, enjoying Mexico...

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