Newsletter

August 2026

 

 

August 2026

With summer in its dog days, there’s been no slowing down here at Deviate! August has our team busy preparing for opportunities to catch us throughout the fall.

 

Events

September 16th, New York – Fall Happy Hour – Hosted by Deviate Consulting alongside our sponsor-partners Archway, Stavtar & Vi4 Wealth, open to family offices and industry vendors. We hope to see you there – RSVP here!

 

September 23rd, 10am ET Virtual, NEW – Under the Hood: Software Vendor Deep Dive with KnowLedgerJoin us for an interactive, scenario-based demo, focused on real-world workflows, integrations, reporting, and implementation, featuring a 45-minute live session and Q&A with KnowLedger Founder and CEO, Ryan Kerry. Register here!

 

October 19th, New York, Family Wealth Report, Family Office Fintech Summit This in-person event will explore how fintech is transforming operations, decision-making and long-term value creation across multi-generational family offices. Join senior family office principals, COOs, investment executives and leading solution providers for forward-looking discussions, practical case studies and interactive sessions that cut through the noise around emerging technologies and digital adoption.

 

Deviate News 

The Deviate Consulting Vendor Showcase now has 103 vendors and counting! Access to the site is exclusive to family offices who are embarking on a new technology search. 

 

Featured Demo Partner – Stavtar

Stavtar is the premier provider of business spend management and expense allocation SaaS solutions built for the office of the CFO in complex businesses like alternative asset management. Headquartered in New York, with a global footprint spanning Dallas, London, Mumbai, and Bengaluru, Stavtar was founded by seasoned professionals from the alternative asset management industry.

 

August’s Paws and Claws Feature: 

Meet Bear Hoosier Soukup, a 2 year-old Pooton (also known as a Cotonpoo or Cotondoodle) that helps his mama, Sarah Soukup, as she leads in managing our Implementation Team. Bear adores chasing frisbees with his dad. He’s also a devoted companion to the family’s second youngest, Julianne, and together they are partners is crime!

 

 

 

 

 

Deviate Events – 2026 and Beyond 

We are always planning future events and opportunities to connect. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com. 

 

Newsletters

May 2026

    May 2026 It's May here in Indianapolis, and we are zooming towards the 110th running of the Indy 500! April certainly kept us on-the-go as we hosted our spring happy hour in Midtown New York, alongside our sponsor-partners, Archway Group, Automated Data...

April 2026

    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...

March 2026

  March 2026 Where did the time go? It's almost time for spring travel, and that includes conferences and the Deviate Happy Hour!   Events April 7th, New York - Spring Happy Hour, hosted by Deviate Consulting alongside our sponsor-partners Archway, Automated...

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...

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....

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