Tuesday, June 20

Presentation: Eton Solutions - Leveraging AI for the Family Office

AI is revolutionizing family office services by automating administrative tasks, improving decision-making, and enhancing security. Through automation, AI streamlines back-office operations, freeing up time for strategic endeavors. It enables personalized services by analyzing client data and delivering tailored advice. AI tools strengthen data privacy and cybersecurity measures. While AI brings efficiency and accuracy, its implementation should be mindful, preserving the personal touch that is integral to family office services.

Family offices cater to the financial needs of high-net-worth individuals and manage their wealth. The adoption of AI in family offices is relevant due to its potential to transform operations, offer personalized services, and reinforce security. AI automates repetitive tasks, minimizes errors, and reduces costs, allowing staff to focus on strategic decision-making and client relationships. Moreover, AI facilitates data-driven insights and robust cybersecurity measures, ensuring the protection of sensitive financial information. The evolving landscape of AI in family offices indicates a shift towards increased efficiency, personalization, and inclusivity, challenging the traditional models of wealth management.

Robert E. Mallernee, CEO, Eton Solutions 

Technology Demonstrations:

• Deviate Consulting
• leafplanner
• Libretto

Technology Demonstrations:

• Private Wealth Systems
• SEI 
• Summitas

Presentation: Private Wealth Systems - It's All About the Data

Technology providers need to facilitate access to all Investment data. Sitting at the confluence of a multitude data providers your technology solutions need to have the capacity to manage data. Flexibility and access to data is critical and it empowers the family office to view and analyze their total wealth in any way they want, whenever they want. 

Things to consider…

• The normalization and standardization of data is critical.
• Performance Estimates are not “Actual Performance” and there are polarizing inaccuracies in data and sometimes calculations.
• Not all data is delivered electronically

Join Charles Brown, Director of Sales at Private Wealth Solutions in this overview of how data and technology are leveraged to aid Family Offices in valuing and reporting on their investment portfolio.

Charles Brown, Director of Sales. Private Wealth Systems

Technology Demonstrations:

• Ledgex
• Sage 
• Trusted Family

Technology Demonstrations:

• Eton Solutions
• Giving Place
• Masttro

Roundtables: An opportunity to discuss and exchange thoughts, concerns, future hopes, around specific Technology Platforms.

• Ledgex
• Libretto

Wednesday, June 21

Presentation: SEI - Using Technology to Elevate Client Engagement and Experience

Meeting client needs has always been core to family offices and financial institutions serving ultra-high-net-worth families. But what if you could augment your operations to better serve your end-clients? Join SEI for an open dialogue that focuses on how leveraging technology, human connection, and scalable processes can help enhance the client experience and increase engagement with end-clients.

Alex Chadwick, VP of Sales Engineering, SEI Novus
Eric Sampson, Archway Platform℠ Training Expert, SEI Family Office Services
Robert Wrzesniewski, Head of Global Solutions, SEI Private Banking and Wealth Management

Moderated by Chelsea Francis, Head of Strategy, SEI Family Office Services

Technology Demonstrations:

• Deviate Consulting
• Private Wealth Systems
• Trusted Family

Technology Demonstrations:

• Eton Solutions
• Ledgex
• Sage 

Presentation: Libretto - How do we build cohesive multi-generational financial strategies?

How do we advance the family mission while solving for the unique needs of each generation? This session presents a framework for designing cohesive financial strategies that embody a family’s mission and address objectives spanning multiple generations.

Jeff Coyle, Founder and CEO, Libretto

Technology Demonstrations

• leafplanner
• Masttro
• SEI 

Technology Demonstrations

• Giving Place
• Libretto
• Summitas

Roundtables: An opportunity to discuss and exchange thoughts, concerns, future hopes, around specific Technology Platforms.

• Eton Solutions
• Private Wealth Systems

Thursday, June 22

Presentation: Ledgex - AI – A practical guide to its impact on Family Offices

Wendy McCoy, former Global Offering Leader for IBM bringing AI solutions to market, shares her insights into the advances of Artificial Intelligence and how Family Offices are likely to be impacted by these technologies, both now and in the future.  Walk away with practical information you can use today, as well as tips for approaches to avoid and when to use caution.

Wendy McCoy, Chief Strategy Officer, Ledgex

Technology Demonstrations:

• Masttro
• Sage 
• Summitas

Technology Demonstrations:

• Deviate Consulting
• Ledgex
• Trusted Family

Presentation: Sage Intacct - How Innovative Family Offices Are Leveraging Technology to do ‘More with Less’

The way work happens within Family Offices has changed – we expect technology to provide the path to make us more efficient, productive and allow us to remain ahead of the curve. Now more than ever before, Family Office CFOs and finance leaders are playing an increasingly pivotal role in determining how the right tech investments can help them navigate a disruptive and ever-shifting landscape.

During this session, Ben Collins & Kelly Gonyea from Sage Intacct will host an interactive discussion that touches on the following themes:

• What are the primary bottlenecks that are forcing family office leaders to consider implementing new technologies?
• Practical tips on selecting the right technology – who should be involved and what questions you should be asking?
• How investing in the right tech can have a positive ripple effect throughout the office operations.

Ben Collins, Senior Director, Financial Services, Sage
Kelly Gonyea, Principal Consultant, Financial Services, Sage

Technology Demonstrations:

• Eton Solutions
• Giving Place
• Libretto

Technology Demonstrations:

• leafplanner
• Private Wealth Systems
• SEI 

Roundtable: An opportunity to discuss and exchange thoughts, concerns, future hopes, around specific Technology Platforms.

• Sage 
• SEI