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Preview: Eighth Family Wealth Report Family Office Fintech Summit 2023

Editorial Staff

20 March 2023

A range of industry experts will gather to discuss financial technology issues that affect wealth management at a Family Wealth Report Summit to be held on September 13 in New York. The summit will be an in-person event.

Held at the etc.venues in Seventh Avenue, the one-day summit will explore tasks ranging from bill paying, tax filing, accounting and risk management, all the way through to digitalization, cybersecurity, accounting and portfolio management. A list of the topics, and more details on the summit, can be found here.

Dentons, the UHNW Institute, ProFundCom, smartKYC and Huriya Private are sponsoring the summit.

To register for the event, please enter your details here.

For sponsorship please contact: andrew.deane@clearviewpublishing.com