Newsletter

November 2025

 

Events

Deviate Happy Hour

Thank you to all who came out to our happy hour in New York! As always, it was our pleasure to host, and we look forward to the next one. Thank you to our sponsors Omega Systems, Sage, Archway Group, and Canoe for co-hosting the event.

Following our evening of fun and networking, we then attended the FWR Family Office Fintech Summit the next day which was a great success, and we learned about emerging fintech as well as updates from existing platforms.

 

The REAL Summit

Also in New York, we attended THE REAL Summit on October 28th and 29th, designed to build the global mental health ecosystem, uniting family offices, foundations, philanthropists, institutional investors, policymakers, insurers, academics, and the companies & researchers leading mental health innovation across the globe. It was a great opportunity to be part of a collective focused on advancing the conversation and initiatives surrounding mental health!

 

Deviate News

The Deviate Consulting Vendor Demos page now has 83 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 – Give, a TIFIN Company

Our November featured vendor was a no-brainer as we enter the season of giving. Give offers a technology-first philanthropy platform that helps asset managers, advisors at wealth enterprises, and broker-dealers harness donor-advised funds to drive growth and deepen client relationships.

 

This Month’s Paws and Claws Feature:

Gus finds himself at home with our team member, Allie Gray and her brood. He is a three year-old German Shorthaired Pointer who dreams of catching every bird and rabbit in his backyard. When he’s not playing tackle or fetch or trying to sit in someone’s lap, he likes to dream of pheasant hunting trips to South Dakota.

 

 

 

Deviate Events – 2025 (and looking ahead to 2026)

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.

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Newsletters

October 2025

    Events October 8th, New York - Deviate Fall Happy Hour, RSVP here! We look forward to seeing folks from across the family office industry!   October 9th, New York - Tenth Family Wealth Report Family Office Fintech Summit 2025 - An exclusive...

September 2025

  Events September 2, Nashville, TN - Fox Technology Selection Workshop - Join us for the FOX Technology Selection Workshop and learn how to best assess your technological needs, select the right systems, and effectively implement change in your office.  ...

August 2025

August Events Deviate had a great time at the 2025 FOX Family Office & Wealth Advisor Forum in Chicago. We were able to catch up with clients, colleagues, and friends, as well as participate in a panel discussion on Optimizing Technology: Best Practices for...

July 2025

July Events July 14 – 16 – Chicago – We will be attending the 2025 FOX Family Office & Wealth Advisor Forum at the Swissotel. Please reach out so that we can connect!  Deviate News  Time flies when you’re having fun! We are celebrating Deviate’s 10-year...

June 2025

 June Events  June 3 – 5 – Atlanta – We will be attending the Sage Future conference for the first time! Please reach out if you will be there.  June 24 – 25 – Chicago – We will be sponsoring the K1x User Conference at the University of Chicago. Excited for our first...

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