Holiday season is upon us! We are celebrating all that we have achieved in 2024 and preparing for 2025, and we have much to be grateful for. In November, Deviate attended the 2nd Annual FOTechHub Virtual Tech & Ops Conference. The conference focused on integrating the best-in-class solutions, supporting both family office operations and the family’s needs. Once again, a great turnout and a great event!
Upcoming Events
December 3, New York – Deviate will be attending the Trusted Advisor fireside chat, focused on UK Tax Insights for Athletes & Entertainers. The UK Government announced huge changes to the UK tax system on October 30 for international clients who are living or working in the UK.
We will also be attending the NYSSCPA Family Office Committee Cocktail Party and Networking Event while in town. Looking forward to seeing friends and colleagues!
Deviate News
Our Founder, Erin Hulse, was featured in Francois Botha’s most recent Forbes article featured here: Women In Wealthtech: Female Leaders Reshaping Family Office Technology Erin and Deviate are honored to be included in this list of amazing women and their companies!
The Deviate Consulting Vendor Demos page now has 46 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 – Forest Systems
Forest Systems is a cloud-based integrated accounting and financial reporting platform which supports family offices and CPA firms who manage high-net-worth individuals and investment entities. Check out our recent Q&A with Forest Systems here!
Deviate Events – 2025
We are planning our 2025 events and will be releasing the current calendar soon. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com
Happy Holidays and a joyous 2025 from all of us at Deviate Consulting!