Newsletter

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 City, and taking meetings. If you are in town, please reach out! 

April 23 – Deviate Pre-Event Happy Hour, New York – 5:30-7:30, Sean’s Bar & Kitchen (48th btw 5th & 6th) RSVP HERE! Looking forward to seeing old and new faces. 

April 24 – Family Wealth Report Family Office Fintech Forum, New York Deviate will be participating in this annual Family Wealth Report event. The Family Wealth Report Family Office FinTech Forum will explore critical themes shaping the future of family offices, with a special focus on leveraging new technology. 

April 29 – FOX Tech Regional Meeting, Chicago – Please reach out if you will be in Chicago and would like to schedule a meeting. 

Upcoming Event – Families Only 

Deviate is proud to join the events team for the Collaboration Circle Live! Hudson Valley – Immersive Luxury Experience for Optimal Living, May 13 – 15. This retreat is focused on wellness and the investment opportunities surrounding this space. If your family is interested in learning more, please email erin@deviateconsult.com. 

Deviate News 

Time flies when you’re having fun. We are celebrating Deviate’s 10-year anniversary. We will include tidbits about our journey and our amazing team in the coming months. 

The Deviate Consulting Vendor Demos page now has 56 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 – AgilLink 

AgilLink is built for Business Managers, Family Offices and Sports Professional Firms that offer bill pay and client accounting services. For over 45 years AgilLink (formerly Datafaction) has focused on solving the pain points of adding the controls needed to offer multi-client bill payment and client accounting. They enable firms to scale their business while putting the proper controls and security in place.

Deviate Events – 2025 

Check out our 2025 Events Page! We are continually adding events as they are announced. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com. 

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Newsletters

March 2025

    We are finally thawing out here in Indianapolis! Looking forward to our spring travel and conference schedule.  Upcoming Events  April 24 – Family Wealth Report Family Office Fintech Forum - Deviate will be participating in this annual Family Wealth...

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    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...

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