Preview: Exploring Best Practice, Staying Ahead With Annual Family Office Fintech Summit

Editorial Staff, January 20, 2022


Family Wealth Report's Fintech Summit, taking place on March 24, is coming over the horizon. A virtual event, the program promises to be packed with insights, real-life examples and actionable ideas for family office industry figures.

The Seventh Annual Family Office Fintech Summit 2022, Family Wealth Report’s annual flagship conference, is an unrivaled opportunity to discuss best practice and see real examples of how to adopt and invest in technology by multi and single-family offices.

This summit is part of the Family Wealthy Report Family Office FinTech program which consists of a series of live and pre-recorded virtual webinars and virtual technology demonstrations.

Backed by headline sponsor SEI Family Office Services, and sponsors PwC, Private Wealth Systems, Sage Intacct, Masttro, smartKYC and ProFundCom, the summit will examine themes including bill paying, tax filing and accounting; risk management; ESG and impact investing; cybersecurity; automation and efficiency; accounting, reporting and communication; portfolio management; crypto assets; working with partners; integrating solutions; minimum standards of tech and ops for family offices; how to future-proof organizations, and how to streamline implementation.

This year the summit will be a virtual half-day event hosted on an event platform on Thursday March 24, 2022. To register, click on this link and go to the "register" tab.

The editorial team knows how much value attendees have gotten from these summits and we look forward to welcoming you again to the March program.

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