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 Data Inc., and KnowLedger – open to family offices and industry vendors – RSVP Here!
April 8th, New York – Family Wealth Report Family Office Fintech Forum 2026 – Join us for a deep dive into the fintech innovations that are not just supporting, but transforming wealth management. Connect with leading family office principals, COOs, family office operations executives and technology providers to ensure your firm is future-proofed and poised for growth.
April 30th, New York – Thirteenth Annual Family Wealth Report Awards – Deviate is proud to announce that we have been named a finalist in three categories for the 13th Annual Family Wealth Report Awards! Winning a Family Wealth Report Award sets organizations and individuals apart from their peers and is a tangible demonstration that they have something special to offer. This event rewards achievement and showcases top-class performance, innovation, and distinction.
Finalist Categories:
- Family Office Management Consultancy (Tech-Based)
- Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Erin Hulse, CEO/Founder
- Women in Wealth Technology (Individual) – Erin Hulse, CEO/Founder
We have a busy spring lined up, and we look forward to catching up with friends and colleagues in the next few months!
Deviate News
The Deviate Consulting Vendor Demos page now has 90 vendors and counting! Access to the site is exclusive to family offices who are embarking on a new technology search.
Featured Demo Partner – Archway
Founded in 2002, Archway Group is a leading provider of technology and services for family offices, private banks, wealth advisors, and alternative asset managers, delivering enterprise-class solutions that streamline complex partnership, portfolio, and corporate accounting alongside bill payment, investment management, and multi-asset class data aggregation. With more than $780 billion in assets on their platform, Archway has redefined how the world’s most sophisticated family offices and financial institutions serve their clients.
Deviate Events – 2026
We are planning our full 2026 events calendar. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com.