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.