November 2024

We are well into fall and enjoying the autumn colors here in Indiana. In October, Deviate attended and sponsored the Ninth Family Wealth Report Family Office Fintech Summit 2024 in New York, as well as hosted a pre-conference happy hour in Midtown the evening before. Thank you again to our co-sponsors Omega Systems, Risclarity, and Sage Intacct. It was another great event, and we look forward to seeing you all again in New York in the spring! 

If you attended the Fintech Summit on October 10th, Family Wealth Report would greatly appreciate your submission to their current feedback survey. Simply click here to participate.  

Upcoming Deviate Events

November 19 – 20, Virtual – Deviate will be attending the 2nd Annual FOTechHub Virtual Tech & Ops Conference. The conference will focus on integrating the best-in-class solutions for better efficiency and accuracy, supporting both family office operations and the family’s needs.  

Deviate News 

The Deviate Consulting Vendor Demos page now has 46 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 – leafplanner 

leafplanner The experience of constructing a leafplan helps discover blind spots by bringing all of life’s complicated details together, all in one place. By sharing with and educating your family and advisors, it enables you to apply the deliberateness of a family office to your communication, decision-making, and more. 

Check out these pics from our New York happy hour!