May 2026

May 2026

It’s May here in Indianapolis, and we are zooming towards the 110th running of the Indy 500!

April certainly kept us on-the-go as we hosted our spring happy hour in Midtown New York, alongside our sponsor-partners, Archway Group, Automated Data Inc., and KnowLedger. Thanks to the over 125 folks who attended! We hope to see everyone in the fall when we return to host again – stay tuned! If your firm might have interest in sponsoring with us in the future, please contact anne@deviateconsult.com. 

The following day, Deviate’s Founder & CEO, Erin Hulse, shared the stage on two panels at the Family Wealth Report Family Office Fintech Forum, moderating one session on best practices in operations in the modern family office, and a second session on data decision-making in tech stack solutions. Each panel prevailed unique insights from bright minds representing firms on both the tech provider side of the industry and family office teams.

April wrapped with two back-to-back days in New York once again. On the 29th, we attended the Family Office Week Industry Summit by Trove. This was a flagship event for Trove, and a deliberately designed, multi‑experience summit built for how family offices actually operate, evaluate solutions, and make decisions.

Finally, on the 30th, Deviate was honored to be a nominee at the Thirteenth Annual Family Wealth Report Awards. The evening was a special opportunity for our firm to stand alongside the industry’s best of the best in the following categories:

• Family Office Management Consultancy (Tech-Based) 
• Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Erin Hulse, CEO/Founder
• Women in Wealth Technology (Individual) – Erin Hulse, CEO/Founder

Congratulations to all winners – it was a fabulous evening celebrating industry success and innovation! We’ll see everyone at next year’s awards!

Deviate News

The Deviate Consulting Vendor Showcase now has 94 vendors and counting! Access to the site is exclusive to family offices who are embarking on a new technology search.  

Featured Vendor-Partner: Aleta

Aleta is a next-generation platform for forward-thinking family offices that consolidates all assets, multi-entity setups, and complex ownership structures into a single, real-time overview. By combining AI-driven intelligence with an open architecture and API, Aleta eliminates data silos and automates manual data orchestration. Designed for high usability across both desktop and an award-winning native mobile app, it provides lean family offices with the modern tech infrastructure to stay agile, providing seamless access to their total wealth and the clarity to make better, more informed decisions.

This Month’s Paws & Claws Feature: 

This month’s duo are a couple small (spoiled) chi-chis with big personalities! Zack (3 yrs, top) and Whitney Houston (11 yrs, bottom) are usually napping through Anne Beal’s Teams calls each day when they aren’t serving as Neighborhood Watch. Their favorite hobbies include eating grass they know they shouldn’t, going on runs and rides with Mom on her bike cart, and sneaking off with the occasional dropped snack from their third grade human brother.