The Eighth Annual Family Wealth Report Family Office FinTech Summit

/ September 13, 2023 / etc.venue, New York

Summit Introduction

The Annual Family Wealth Report Family Office Fintech Summit is a unique forum for discussion of best practice and real-life examples of adopting and investing in technology by multi and single family offices. The Family Wealth Report Family Office Fintech Series is an established program - a brand trusted by our loyal and growing audience for over a decade. This year, it’s the eighth summit in the series and it will be a full day in-person event hosted in September in New York.

Audience Profile

This event is designed for business leaders and buy-side professionals at family offices and high net worth wealth management firms who are involved in technology and operational decisions or managing systems. We also welcome investors and wealth owners considering setting up a family office. Attendance by sell-side guests is strictly limited to ensure a good audience for our commercial partners.

/ Over 150 guests.

/ SFO, MFO and UHNW individuals and family members.

/ C Level business leaders and senior executives. / Operations, technology, finance, compliance, client experience, investment and relationship management functions.

Technology Demonstrations

There will be two rounds of dynamic technology demonstrations. Each round consists of four demonstrations. Each tech demo is about 15 min. Guests will be able to view eight solutions being demonstrated. Summit

Cocktail Reception with Networking

Executive club lunches and dinners during the week of the event.