The UHNW Institute is pleased to partner with the Family Wealth Report to offer our members a complimentary benefit of free attendance to the 2024 Family Office Fintech Forum on Thursday, April 18, 2024, in New York City from 1-6 p.m. ET.
The Forum is part of Family Wealth Report’s family office event series and serves as the industry’s forum to discuss best practices and see real-life examples of how to adopt and invest in technology serving multi and single-family offices. The agenda includes several themes from a variety of firms and speakers, including a fireside chat with The UHNW Institute:
- Operating a high-performing family office in 2024 by Raymond DiNunzio, TOS Advisors
- Presenting a centralized data warehouse for wealth managers where workflows are operated by AI bots by Sinan Biren and Tanmai Sharma, Collation AI
- The easiest way to manage high-net-worth households by Mohamed Elzomor, Nines
- Portfolio management & reporting software, purpose-built for UHNWIs & sophisticated family offices by Private Wealth Systems
- A system built by a family office for family offices and their trusted advisors by Asset Vantage
- Alternative asset data aggregation platforms: selection and implementation moderated by Erin Hulse (Deviate Consulting) with Alyssa Dondero (Fingerboard Family Office) and Kelly Moore (Arch)
- If taxable investors had access to after-tax reporting, would they ever use pre-tax reporting? by Gary Langham, ATRS
- A technology life raft for the perfect storm hitting family offices and ultra-high-net-worth individuals by John LaMancuso, k1x
- Rethinking complexity in family office software by Alexandre Lin, SumIt
- How family office investors in private companies are using technology and analytics as a competitive weapon by David Teten, Versatile VC
To learn more about the forum, click here.
The Institute would like to thank FWR as our founding Educational Partner. Learn more about FWR, here.
