See here for details on registration and other program information for the March 24 event, held via a virtual event platform.

Family Wealth Report is delighted to announce the Seventh Annual Family Office FintTech Summit 2022, a program held March on 24 over Convene virtual event platform. 

Information about the agenda, logistics, sponsors and other details about the program can be seen here. Register at this link here.

The program, running from the morning to early-afternoon, includes three panels.

The tumultuous events of the past two years, coupled with underlying trends in the technology and wealth management areas, mean that fintech and how it affects family offices are central concerns for the North American wealth management industry. 

Speakers at the event are Paul Freeland, Managing Director, SEI Family Office Services; John Boord, CEO, Soderling; Michael Castro, Partner at PwC’s Private Company Service group; Mary Alice Cox, Customized Accounting Solutions; Catherine Fankhauser, Senior Manager, EY Family Office Advisory Services, EY; Chelsea Francis, Director of Marketing, SEI Family Office Services; Erin Hulse, Owner and Family Office Technology Consultant, Deviate Consulting; Scott Peppet, President, Chai Trust Company; Padman Perumal, CEO, Masttro; Danielle Valkner, Partner, PwC Private US Family Office Leader.