April 2026
Along with the warm spring weather, our calendar is heating up this month!
Events
April 7th, New York – Spring Happy Hour, hosted by Deviate Consulting alongside our sponsor-partners Archway, Automated Data Inc., and KnowLedger – open to family offices and industry vendors – RSVP Here!
April 8th, New York – Family Wealth Report Family Office Fintech Forum 2026 – Join us for a deep dive into the fintech innovations that are not just supporting, but transforming wealth management. Connect with leading family office principals, COOs, family office operations executives and technology providers to ensure your firm is future-proofed and poised for growth.
April 29th, New York – Family Office Week Industry Summit by Trove – Join us for a one‑day, curated industry experience where ideas, innovation, and meaningful connections happen simultaneously. This is not a traditional conference. It’s a deliberately designed, multi‑experience summit built for how family offices actually operate, evaluate solutions, and make decisions. If you are interested in attending, please reach out to us for a special discount code.
April 30th, New York – Thirteenth Annual Family Wealth Report Awards – Deviate is proud to announce that we have been named a finalist in three categories for the 13th Annual Family Wealth Report Awards! Winning a Family Wealth Report Award sets organizations and individuals apart from their peers and is a tangible demonstration that they have something special to offer. This event rewards achievement and showcases top-class performance, innovation, and distinction.
Finalist Categories:
- Family Office Management Consultancy (Tech-Based)
- Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Erin Hulse, CEO/Founder
- Women in Wealth Technology (Individual) – Erin Hulse, CEO/Founder
We look forward to meeting new faces and, as always, catching up with friends and colleagues this month!
Deviate News
The Deviate Consulting Vendor Demos page now has 90 vendors and counting! Access to the site is exclusive to family offices who are embarking on a new technology search.
Featured Demo Partner – KnowLedger
KnowLedger is a service that moves data from one or more systems to another, from portfolio accounting system(s) to your general ledger. Of course, in order to do that successfully, there must be good source data, reliable rules and mapping, great workflows and diligent data entry with unbelievably focused attention to detail. KnowLedger does all of that for your family office. Their platform not only moves your data, but in doing so, it simultaneously audits your data health. KnowLedger monitors entity and portfolio rules, eliminates data entry problems, redundancy, re-keying, and latency while delivering up-to-date accuracy across the family office’s integrated financial network.
Deviate Events – 2026
We are planning our full 2026 events calendar. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com.