Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prom...
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prom...
[[{"fid":"73241","view_mode":"default","fields":{"format":"default","alignment":""},"type":"media","field_deltas":{"1":{"format":"default","alignment":""}},"attributes":{"class":"media-element file-default","data-delta":"1"}}]]The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices....
Rockit® Solutions combines its technology, personalized client team, and time-tested processes to provide a tailored service for family office professionals and advisors. Comprehensive information regarding your accounts, transactions, investment managers, cash income, and more is efficiently reviewed with flexible reporting and customized da...
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SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-wor...
Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Inno...
Hotel AccommodationsFour Seasons Chicago120 East Delaware PlaceChicago, IL 60611Phone: 312.280.8800Reserve Your Room NowFOX has reserved rooms at the Four Seasons Chicago at a rate of $275. To obtain the special rate, contact reservations directly at 312.280.8800 and mention Family Office Exchange. Please note that Forum attendees are respons...
Interested in sponsoring? Please contact Sandra Ditore at 312-327-1233 or by email at sditore@familyoffice.com. Sponsorship is on a first come, first serve basis.
Heather Asher, Family Office Exchange Heather provides a variety of member services and works to increase membership within the business-owning market. Recently, she took on a new role in member development and is responsible for generating new member acquisitions by engaging prospective family office and advisor members to determine the...
Heather Asher, Family Office ExchangeHeather provides a variety of member services and works to increase membership within the business-owning market. Recently, she took on a new role in member development and is responsible for generating new member acquisitions by engaging prospective family office and advisor members to determine their need...
Wednesday, July 185:30 p.m.Registration 6:00 p.m.Welcome Reception Thursday, July 197:30 a.m. Registration and Continental Breakfast 8:30 a.m.WelcomeMariann Mihailidis, Family Office Exchange 8:45 a.m.Tax and Estate Planning UpdateSusan von Hermann, Schiff HardinThe two-year window is closing on oppo...
Wednesday, July 185:30 p.m.Registration 6:00 p.m.Welcome Reception Thursday, July 197:30 a.m. Registration and Continental Breakfast 8:30 a.m.WelcomeMariann Mihailidis, Family Office Exchange 8:45 a.m.Tax and Estate Planning UpdateSusan von Hermann, Schiff HardinThe two-year window is closing on oppo...
Interested in sponsoring? Please contact Sandra Ditore at 312-327-1233 or by email at sditore@familyoffice.com. Sponsorship is on a first come, first serve basis.
Wednesday, July 185:00 p.m.Registration 5:30 - 7:00 p.m.Welcome Reception Thursday, July 197:30 a.m. Registration and Continental Breakfast 8:30 a.m.WelcomeAlexandre Monnier, Family Office Exchange 8:45 a.m.Tax and Estate Planning UpdateSusan von Hermann, Schiff HardinThe two-year window is closing o...