Newsletter
September 2024
September 2024
It’s September, already! With kids back to school and tax deadlines approaching, things are busy in the industry. In August, Deviate attended and sponsored the FWA Summer Gathering: Elevating Women in Family Wealth as well as the FWA Operations Leader Roundtable in Boston. This was a great and inspiring event. We met so many women (and men) who are passionate about the role of women in the family wealth space.
We also attended and participated in a panel at the Opal FO & Private Wealth Legacy Summit in Southampton. This was the first Opal event in Southampton, and it was great to spend time with friends and colleagues in a beautiful location.
Upcoming Deviate Events
September 9 – 12, New Orleans – Deviate will be at the FOX Technology Selection Workshop and the 2024 FOX Technology Showcase. Please reach out if you will be attending, we would love to connect!
October 10 – New York – Deviate will be participating on a panel at the Ninth Family Wealth Report Family Office Fintech Summit 2024. The evening before, on October 9, we will be hosting a pre-conference happy hour in Midtown. Details will be released soon.
Check out our full list of events here: Events | Deviate Consulting
Deviate News
The Deviate Consulting Vendor Demos page now has 44 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.
Did you know that Deviate provides back-office services to family offices? We offer flexible solutions that fit your unique needs with no minimums or retainers.
Featured Demo Partner – Knowledger
Knowledger automates, accelerates, and enhances your investment account data feed to your general ledger.
Past Newsletters
August 2024
It’s August and we’ve been busy with travel this summer! In July, Deviate had the pleasure of sponsoring the FOX 2024 Family Office & Wealth Advisor Forum. They put us to work in Chicago and we covered the sessions which you can check out here in the...
July 2024
It’s July (already) and it’s been hot here in Indianapolis. Our travel and events are also heating up as we have a lot on the schedule this month once again! In June, Deviate had the pleasure of speaking on a panel at the Trusted Advisor Association TechX LA Summit,...
June 2024
The 108th running of the Indianapolis 500 happened on Sunday, May 26th. The winner this year is Josef Newgarden who secured a back-to-back victory! What was the purse for the 2024 Indy 500? $4.24 million. Not bad for a Sunday! Deviate attended the 2024 FOX...
May 2024
It’s May in Indianapolis, which means the 108th running of the Indianapolis 500 on Sunday, May 26th. There are 33 engines that will roar to life at 12:45pm as the green flag is waved. May is an exciting time to be in Indianapolis as summer kicks off with this...
April 2024
Hello! Welcome to the new Deviate Consulting monthly newsletter! This newsletter will be short and sweet, and the goal is to keep you informed on things happening at Deviate, as well as tips & tricks, industry events, conferences, and featured Demo Site...
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