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 variety of risk management solutions in cyber, personal, and physical security as well as technology solutions in a combination of areas such as philanthropy, investing, accounting, and more. FOX resource partners will showcase a combination of Thought Leadership Presentations, Panel Discussions, and Solution Demonstrations to give members a thorough and current understanding of the many advancements available to optimize their offices.   

Deviate News 

Our Founder, Erin Hulse, was the moderator in FOTechHub’s recent Tech-NEW-logy interview featuring AltExchange and Fi-Tek Wealth Solutions. Thank you to Phil Strassler and FOTechHub for having us! Watch the interview here. 

The Deviate Consulting Vendor Demos page now has 51 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 – Asset Vantage 

Asset Vantage can bring together all liquid and illiquid investments, income and expenses, liabilities, and equity holdings in a seamless and simplified way with tax-lot level reconciliation for tradeable assets. Easy, efficient, and consistent data capture is designed to save time and reduce errors. 

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.