Newsletter

December 2025

 

 

December 2025

Holiday season is upon us! We are celebrating all that we have achieved in 2025 and preparing for 2026, and we have much to be grateful for.

 

Deviate News

A couple of us at Deviate are traveling with a group to Turkey and India for a few weeks, and we are so excited for this cultural journey! Last year we went with the same group to Africa for a safari, and we are looking forward to seeing old friends and making new ones. Thank you to Latitude Expeditions for curating this special excursion!

 

The Deviate Consulting Vendor Demos page now has 83 vendors and counting! 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.  

 

Featured Demo Partner – Auria (by Advyzon) 

Auria is built on Advyzon’s proven technology foundation, and elevated with enhanced features and an elegant interface, Auria unifies complex data and sophisticated capabilities in a platform designed specifically for ultra-high-net-worth family offices. By providing a single source of truth for all family wealth data, Auria eliminates fragmentation, simplifying management and empowering family offices with the clarity they need to make informed decisions. 

 

This Month’s Paws and Claws Feature: 

This month we have both paws and claws accounted for from the home of Wendy McCoy, a member of our Software Solutions Team! Marina is a 7 year-old Golden Retriever (English Cream variety) who is highly protective of her ball and loves to swim. Her newest sibling is Frida, a rescue cat from the island of St. Croix who lost an eye to an infection as a kitten but it doesn’t seem to slow her down in the least!

 

 

 

Deviate Events – 2026 

We are planning our 2026 events and will be releasing the current calendar soon. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com 

 

Happy Holidays and a joyous 2026 from all of us at Deviate Consulting! 

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Newsletters

November 2025

  Events 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 we look forward to the next one. Thank you to our sponsors Omega Systems, Sage, Archway Group, and Canoe for co-hosting the event....

October 2025

    Events October 8th, New York - Deviate Fall Happy Hour, RSVP here! We look forward to seeing folks from across the family office industry!   October 9th, New York - Tenth Family Wealth Report Family Office Fintech Summit 2025 - An exclusive...

September 2025

  Events September 2, Nashville, TN - Fox Technology Selection Workshop - Join us for the FOX Technology Selection Workshop and learn how to best assess your technological needs, select the right systems, and effectively implement change in your office.  ...

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...

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