Newsletter

August 2024

 

 

It’s August and we’ve been busy with travel this summer! In July, Deviate had the pleasure of sponsoring the FOX 2024 Family Office & Wealth Advisor Forum. They put us to work in Chicago and we covered the sessions which you can check out here in the FOX Forum Recap. We then headed to beautiful Newport, RI for the  Opal Group – Family Office & Private Wealth Management Forum 2024 – Newport. This was our first time attending this conference and we had a fabulous time attending all the conference events, as well as some industry happy hours and dinners.

Upcoming Deviate Events

August 1, Boston – Deviate will be attending and sponsoring the FWA Summer Gathering: Elevating Women in Family Wealth as well as the FWA Operations Leader Roundtable. Looking forward to seeing clients, colleagues, and friends for a great event and insightful discussions!

August 27, Water Mill, NY – Deviate will be speaking at the Opal FO & Private Wealth Legacy Summit. Please reach out if you will be attending.

Deviate News

The Deviate Consulting Vendor Demos website now has 42 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.

Did you know that Deviate helps family offices with implementations on the client side, but we also partner with software vendors as their preferred implementation partner? Deviate is the premier software implementation firm in the single and multi-family office space.

Featured Demo Partner – Sage Intacct

Sage logo

Sage Intacct offers cloud accounting, payroll, and HR that grows with you. AI-powered continuous accounting and ERP to support your growth now and into the future.

 

 

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