September 2026
Fall is approaching quickly which means the mad dash to Q4 and 2027 planning is inching closer! If your Q3 goals included new technology considerations for your family office, be sure to check out one of our upcoming events and stay connected with our newsletters to-come.
Events
September 16th, New York – Fall Happy Hour – Hosted by Deviate Consulting alongside our sponsor-partners Archway, Stavtar, & Vi4 Wealth, open to family offices and industry vendors. We hope to see you there – RSVP here!
September 23rd, 10am ET Virtual, NEW – Under the Hood: Software Vendor Deep Dive with KnowLedger – Join us for an interactive, scenario-based demo, focused on real-world workflows, integrations, reporting, and implementation, featuring a 45-minute live session and Q&A with KnowLedger Founder and CEO, Ryan Kerry. Register here!
October 19th, New York, Family Wealth Report, Family Office Fintech Summit – This in-person event will explore how fintech is transforming operations, decision-making and long-term value creation across multi-generational family offices. Join senior family office principals, COOs, investment executives and leading solution providers for forward-looking discussions, practical case studies and interactive sessions that cut through the noise around emerging technologies and digital adoption.
Deviate News
The Deviate Consulting Vendor Showcase now has 104 vendors and counting! Access to the site is exclusive to family offices who are embarking on a new technology search.
Partnership Launch: ProcessCoach.ai
Deviate Consulting is proud to now partner with ProcessCoach.ai. Their platform orchestrates how work flows through your team — planning multi-step processes, capturing institutional knowledge, coordinating handoffs, and beyond. Family offices can build workflows to handle the day-to-day heavy lifting with custom integrations and AI skills. The ProcessCoach Consulting Partner Program allows advisors like us, here at Deviate, to turn industry expertise into AI-powered change-management for your team. Learn more in the video introduction below. If you’d like to discuss how ProcessCoach can work for your FO, please contact erin@deviateconsult.com.
Featured Vendor Showcase Partner – Vi4 Wealth
Vi4 Wealth is the industry’s leading visual intelligence platform designed exclusively for the wealth management industry. Vi4’s visual intelligence philosophy transforms complex, overwhelming data into clear, easily digestible visual narratives. By translating intricate details into intuitive graphics, professionals cut through the noise, build meaningful transparency, and strengthen long-term client relationships with Boomers, Millennials, and Gen Z. Adopting the Vi4 platform directly addresses client disengagement by modernizing the delivery of performance metrics. Moving away from static, text-heavy PDFs, Vi4 elevates presentations with interactive formats that keep attention for twice as long and boost information retention by an impressive 300% based on independent tests.
September’s Paws and Claws Feature:
It’s a feline frenzy for Emily Peusch on Deviate’s Implementation Team! Meet Sylvia (top), the queen of the house who can regale you with tales of paw fishing in the reservoir, subduing younger siblings when they are introduced, and charming all the neighbors for extra treats. Miss Terry is pouncy and precocious and loves hunting, neck scratches, and ice cream!
Deviate Events – 2026 and Beyond
We are always planning future events and opportunities to connect. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com.