Newsletter

July 2024

It’s July (already) and it’s been hot here in Indianapolis. Our travel and events are also heating up as we have a lot on the schedule this month once again!

In June, Deviate had the pleasure of speaking on a panel at the Trusted Advisor Association TechX LA Summit, and we hosted a social event the evening before. It was great to spend time with industry professionals and meet new acquaintances.   

Deviate Events 

July 15 – 17, Chicago – Deviate will be sponsoring the FOX 2024 Family Office & Wealth Advisor Forum. Looking forward to seeing clients, colleagues, and friends for a great event! 

July 22 – 24, Newport, RI – Deviate will be speaking at the Opal Group – Family Office & Private Wealth Management Forum 2024 – Newport. Please reach out if you will be attending. 

Deviate News 

The Deviate Consulting Vendor Demos website now has 40 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 offers a one of a kind “Implementation Bootcamp” for our clients who are preparing for a software implementation? This bootcamp will highlight the planning and elements of the implementation to prepare you for success. 

Featured Demo Partner – Copia Wealth Studios 

Copia Wealth Studios is a financial intelligence platform that brings all your investments (including Alternatives and Illiquid assets) into one elegant view. 

Industry News 

Risclarity expands their management team, hires family office veteran Mark Wickersham as SVP, Strategic Marketing and Business Development. In this role, Mark will be responsible for helping to communicate Risclarity’s story and unique value proportion to the marketplace and will foster strategic partnerships. Read more Here. 

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Newsletters

October 2024

    One last tax deadline ahead means that fall is here! In September, Deviate attended and sponsored the FOX Technology Selection Workshop and the 2024 FOX Technology Showcase in New Orleans. We endured our first hurricane during the conference but lived to...

September 2024

    It’s September, already! With kids back to school and tax deadlines approaching, things are busy in the industry.  In August, Deviate attended and sponsored the FWA Summer Gathering: Elevating Women in Family Wealth as well as the FWA Operations Leader...

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...

June 2024

  The 108th running of the Indianapolis 500 happened on Sunday, May 26th. The winner this year is Josef Newgarden who secured a back-to-back victory! What was the purse for the 2024 Indy 500? $4.24 million. Not bad for a Sunday!  Deviate attended the 2024 FOX...

May 2024

  It’s May in Indianapolis, which means the 108th running of the Indianapolis 500 on Sunday, May 26th. There are 33 engines that will roar to life at 12:45pm as the green flag is waved. May is an exciting time to be in Indianapolis as summer kicks off with this...

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