Deviate Consulting

INDUSTRY LEADER SPOTLIGHT: In 2010, Erin Hulse, an accountant by trade, joined an organization where she was introduced to the unique set of problems facing single and multi-family offices: “I saw missed expectations as well as families and family offices wasting precious time and money.” She was determined to change that. In 2015, she founded?Deviate Consulting, an independent consulting firm which focuses on helping single and multi-family offices to select and implement the right financial and accounting software for their office, their team(s), and the families or entities they support. Today, Deviate has grown to be a team of consultants available nationwide and over 40 financial and accounting platforms available in their vendor library. (Forest is proud to be featured in their vendor library.) We sat down with Erin to talk about the technology challenges facing family offices and what's on the horizon for the future of the family office. Read our Q&A with Erin here >> https://lnkd.in/e3XzDuRq

I love to see sector transformation. One thing I see in family office wealth tech space is the many new female leaders entering. These women all bring a unique approach and perspective to this sector and are potentially uniquely positioned to service the next generation, especially the growing group of female principals. In my latest Forbes article, I highlight a couple of female leaders and dive into some of their journeys to build a more inclusive and future-focused industry. What changes do you think we’ll see next in WealthTech? And how can we continue to support diverse voices in this space? I’d love to hear your thoughts. #wealthtech #familyoffice #innovation

We're thrilled to announce the expansion of Canoe Pro with four incredible new partners: Alpha Alternatives (formerly Lionpoint Group (an Alpha Group company)), Deviate Consulting, Ellevate, and Prime Buchholz LLC, alongside our flagship Canoe Pro Partner AMPLIFY. Canoe Pro seamlessly integrates Canoe's cutting-edge technology with specialized services from these expert providers, empowering clients to optimize their alternative investment operations, enhance decision-making, and drive exceptional results. The expansion of Canoe Pro showcases Canoe’s dedication to continuously innovating and providing best-in-class solutions for the alternative investment industry. ?? Read today's release for more details:?https://lnkd.in/ewF-Sj-Z

The Ninth Family Wealth Report Family Office Fintech Summit will take place on October 10 in NY. The second panel will by moderated by Deviate Consulting and will speak about Configuring the Right Tools for your Family Office. Speakers: Alan Baron Adam Cleland Ryan Kerry Anne Beal Register to attend: https://lnkd.in/engEgJh3 Erin Hulse Thomas Nicholson Keely Grayson-Inman Philip Harris Stephen Harris Tom Burroughes Charles Paikert Iliana Efthymiadi Rachel Fokes Theodora Viney #wealthtech #fintech #wealthmanagement #familyoffices

?? Great panel with Charles Rettig, Scot Kirkpatrick, John Hackney, Erin H., and Thomas J. Handler about “Estate Planning and Tax Optimization: Should You Restructure Your Family Office to Take Advantage of New Tax Laws?” at the ???????????? ???????????? & ?????????????? ???????????? ???????????? ???????????? ????????. #OpalGroup #OpalGroupFOPWL #FamilyOffice #Event #PrivateWealth #Finance ?

The Forest Systems team is proud to be included on the list of Vendor Demos on the Deviate Consulting website. A leader in software for Family Offices, Deviate touts an impressive vendor demo library that is a vast & growing collection of solutions and providers for Family Office needs. Learn more and explore the collection available on their website.