The Family Wealth Report Family Office FinTech Summit returns for its tenth year.

This one-day event brings together family office and wealth management leaders to examine how technology is reshaping operations and client service. The program features keynote sessions, panel discussions, and live demonstrations from top providers, with a focus on AI applications, cybersecurity, ESG integration, automation, and portfolio management. Attendees will also benefit from dedicated networking opportunities with peers, technology partners, and industry experts.

Who Should Attend

This event is designed for senior executives and decision-makers at family offices and UHNW wealth management firms, along with investors and wealth owners considering family office structures.

UHNW Institute members receive complimentary attendance when inputting UHNW Institute in the “I am a guest of” field at registration.

Location: BNY, 88 Murray Street, New York, NY

Date: Thursday, October 9, 2025

Time: 8 AM-6 PM ET

Register here to join the conversation. Access the Program.

For more information or to inquire about membership with The UHNW Institute, please contact us.