Newsletter

June 2025

 June Events 

June 3 – 5 – Atlanta – We will be attending the Sage Future conference for the first time! Please reach out if you will be there. 

June 24 – 25 – Chicago – We will be sponsoring the K1x User Conference at the University of Chicago. Excited for our first sponsorship of this event! 

Upcoming Events 

July 14 – 16 – Chicago – We will be attending the 2025 FOX Family Office & Wealth Advisor Forum. This is our longest running summer event participation! 

Deviate News 

Time flies when you’re having fun. We are celebrating Deviate’s 10-year anniversary, and throughout the next few months, we’re spotlighting some of our dedicated team members that have been part of the journey.  

Emily Peusch, Implementation Manager, has a background in payroll tax, reconciliations, office management, and general ledger maintenance. Since 2022, she’s been with Deviate handling family office implementations and back-office project work. 

 

Sinta Ramos, Implementation Manager, immigrated from the Philippines to Europe before relocating to the U.S. With over 15 years of public accounting experience and currently a CPA, she serves as an investment accountant and accounting implementation specialist.

Lucas Halsema, Implementation Manager, hones 13+ years of experience in financial operations, with eight years focused on portfolio accounting in the family office industry, serving hedge funds and multi-family offices, and five years of expertise in gift accounting, supporting financial institutions of all sizes.

Anne Beal, Operations Director, has a prior background working with non-profit organizations as well as 15 years as an educator. She has a passion for detail-oriented planning and organizational strategy, with a focus on client success at the forefront. 

We appreciate our team and will be featuring more team members next month!

The Deviate Consulting Vendor Demos page now has 60 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 – K1x 

A Fast Company “Most Innovative Companies 2025” honoree, K1x is the leading data distribution platform for alternative investment tax compliance as well as the industry standard, IRS-certified solution for seamless tax-exempt filings. The fintech company’s AI-powered SaaS solution digitizes and distributes data seamlessly – connecting investors, advisors, tax software, portals, accounting firms, IRS, and state taxing authorities – simplifying complex processes, accelerating filings, reducing costs, and delivering greater control, transparency, and accessibility.   

Deviate Events – 2025 

Check out our 2025 Events Page! We are continually adding events as they are announced. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com. 

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Newsletters

May 2025

    We had a busy April with travel, conferences, and happy hours. Connecting with old and new friends is always good for the soul.  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...

April 2025

    Finally, more travel and warmer weather! We are looking forward to connecting in person this month.  Upcoming Events  April 8-9 – Latam Family Office Investment Summit, Mexico City – Deviate will be creeping around the investment summit, enjoying Mexico...

March 2025

    We are finally thawing out here in Indianapolis! Looking forward to our spring travel and conference schedule.  Upcoming Events  April 24 – Family Wealth Report Family Office Fintech Forum - Deviate will be participating in this annual Family Wealth...

February 2025

    What’s going on in February in the family office world?  Upcoming Events  February 18 – 21 – FOX Winter Technology & Risk Management Days (virtual) - Deviate will be participating in this annual Family Office Exchange event. Join us to hear from a...

January 2025

    Happy New Year! What’s going on in January in the family office world?  Upcoming Events  January 27 – 30, Miami – Global Alts Miami | iConnections - While Deviate is not attending, many of our colleagues and partners will be at the world’s largest cap...

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