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CONFERENCE PREVIEW: Family Wealth Report Fintech Summit March 21

Editorial Staff, March 12, 2019


The stage is set for the fourth Family Office Fintech Summit on 21 March in New York and it promises to be Family Wealth Report’s most successful yet.

A stellar speaker line-up of senior executives and technology gurus draws delegates from across the US to register for this complimentary yet extremely high-value blend of panel discussions, presentations and demonstrations.

With an agenda tackling the challenges and possibilities facing family offices as they digitalize, attendees can enjoy a calendar highlight event giving them a chance to swap ideas and hear ideas from prominent leaders in the field.

The program will begin with industry figures sharing their purchasing and implementation experiences, followed by sessions on topics such as how the EU’s General Data Protection Regulation affects US firms, achieving genuine systems integration, and where the next generation of family offices will win on technology. Attendees will also be the first to see FWR’s new accounting and investment analysis report unveiled.

Opening at The Convene Center, New York City, will be keynote speaker, Michael Cole, chief executive of Cresset Family Office, with senior executives from firms such as Pitcairn, Evercore and Gresham Partners later taking the stage alongside consultants and technology experts from the biggest brands in the industry (see full speaker list here).

Attendees will also get the chance to see live demos from technology providers including Datafaction, FundCount, Canoe Intelligence, Archway and AltaReturn. This allows them to see what fintechs are doing to cater to their segment’s highly specialized needs.

Senior executives return year after year to the Family Office Fintech Summit to gain best practice insights, see solutions and discuss challenges with other firms. The FWR team looks forward to welcoming new attendees as well as old to this standout event.

Further details about the event can be seen here.

Attendance is complimentary for qualifying family office executives, who should register here.

Contacts: Adriana Zalucka, adriana.zalucka@clearviewpublishing.com, +1 646 652 6648

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