January 2025

Happy New Year! What’s going on in January in the family office world? 

Upcoming Events 

January 27 – 30, Miami – Global Alts Miami | iConnections – While Deviate is not attending, many of our colleagues and partners will be at the world’s largest cap intro event, featuring a full day of thought leadership and networking followed by two days of dedicated one-on-one meetings.  

February 19 – 21 – FOX Winter Technology & Risk Management Days (virtual) – Deviate will be participating in this annual Family Office Exchange event. Hear from leading experts within the risk management and security industry, focusing on how cyber, physical, and personal security will continue to evolve and integrate within the everyday life of wealth owners and the offices that serve them. Learn about family office industry technology solutions and services through panel discussions, demonstrations of product updates, and thought leadership presentations. 

Deviate News 

Our Founder, Erin Hulse, was featured in Risclarity’s recent podcast, Technology Selection & Implementation Best Practices for Family Offices. Thank you to Mark Wickersham for having us! 

The Deviate Consulting Vendor Demos page now has 50 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 – Private Wealth Systems 

Experience award-winning portfolio management and reporting software designed specifically for sophisticated family offices and UHNWI investors. Private Wealth Systems‘ innovative platform offers intelligent aggregation, seamless portfolio accounting, and personalized performance reporting. 

Deviate Events – 2025 

We are planning our 2025 events and will be releasing the current calendar soon. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com.