2024

Monthly Newsletter

Hello! 

Welcome to the new Deviate Consulting monthly newsletter! This newsletter will be short and sweet, and the goal is to keep you informed on things happening at Deviate, as well as tips & tricks, industry events, conferences, and featured Demo Site partners. 

Deviate Events 

April 17 & 18, 2024, New York

Deviate will be attending the Family Wealth Report Family Office Fintech Forum 2024 | Clearview Publishing in New York on April 18th. We are hosting an industry happy hour on the evening of April 17th, so please contact us if you are interested in attending. 

May 7 & 8, 2024, Miami

Deviate will be attending the 2024 FOX Global Investment Forum: Investing in an Age of Change | Family Office Exchange in Miami on May 8th. We are hosting an industry happy hour on the evening of May 7th, so please contact us if you are interested in attending. 

Industry Events (US) 

April 22 – 24, Kansas City

FOA Family Office and Wealth Creator Summit – Kansas City, MO – Family Office Association 

April 16 – 18, Los Angeles

Lido Consulting Family Office Investment Symposium (familyofficeis.com) 

 

Deviate News 

The Deviate Consulting Vendor Demos website is live and adding new family office technology vendors each week! 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 – Masttro 

Masttro – Your Platform for Wealth in Full View, is a wealth tech solution that allows you to visualize your total net worth. Masttro aggregates and ingests all assets, from liquid investments to many types of complex alternatives including real estate, private equity holdings, passion assets and more. 

 

April Tip – Implementation Cutover Date 

A common question that comes up at the beginning of an implementation is, “At what date should I bring my balances over?” The answer is, if you are relying heavily on data integrations from banks and brokers, your start date should be as close to the date that the integrations start flowing. This will reduce manual data entry and save you time. 

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