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 we look forward to the next one. Thank you to our sponsors Omega Systems and Sage for co-hosting the event.

The FWR Family Office Fintech Forum was a great success and we learned about emerging fintech as well as updates from existing platforms. 

Upcoming Events 

May 8 – New York – We will be attending the Twelfth Family Wealth Report Awards. Looking forward to seeing everyone there. 

May 20 – FOTechHub Demo Day, Virtual – FOTechHub DemoDay is a new multi-demo event showcasing the latest family office tech innovations. 

Deviate News 

Time flies when you’re having fun. We are celebrating Deviate’s 10-year anniversary. We will include tidbits about our journey and our amazing team in the coming months. 

The Deviate Consulting Vendor Demos page now has 59 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 – Arch 

Arch offers a digital admin for private investments that tracks data from all private investments in one single platform. Leveraged by advisors, accountants, and investors, Arch saves time, eliminates cost, and enhances users’ ability to understand and manage their data. 

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.