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 Global Investment Forum: Investing in an Age of Change in Miami on May 8th. We hosted an industry happy hour on the evening of May 7th with our partner, Masttro. Thank you to everyone who attended! 

Deviate Events 

June 26, Santa MonicaDeviate will be speaking on a panel at the Trusted Advisor Association TechX LA Summit. We will also be hosting a social event on the evening of June 25th, so please stay tuned for details!

Other Industry Events (US) 

June 4, New YorkFamily Wealth Report Family Office Cybersecurity & AI Summit aims to empower family office professionals and wealth managers with the knowledge and tools needed to protect against cyber threats in an increasingly digital world. 

Deviate News 

The Deviate Consulting Vendor Demos website is live! 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:


The Altoo Wealth Platform | Altoo AG aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance, and reporting. It is a modern and sophisticated, highly secure, SaaS platform catering to single family offices and asset managers. 

June Tip – Software Vendor References 

When you are evaluating a software platform, how do you gather unbiased references? The vendor will be able to provide you with references from happy clients, but you should ask for client references where perhaps the implementation did not go as planned and they experienced some bumps in the road. Firms like Deviate and FOX can also connect you with peers who will give unbiased opinions. 

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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...

April 2024

Hello!  Welcome to the new Deviate Consulting monthly newsletter! This newsletter will be short and sweet, and the goal is to keep you informed on things happening at Deviate, as well as tips & tricks, industry events, conferences, and featured Demo Site...

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