The Operating System of the Modern Family Office: Lunch Midtown Manhattan

Join Asseta AI, FileForms, and ORCA for an intimate lunch and panel discussion at Gallagher's Steakhouse in Midtown Manhattan.
Three operators, each focused on a different part of the family office operating stack, will share what they are seeing on the ground.
Family offices are running on technology that was never designed for them. Spreadsheets stretched past their breaking point, accounting systems built for operating companies, entity records spread across counsel and inboxes, and filings tracked in someone's head.
Technology has dramatically changed for family offices. In addition to AI, there are new-generation family office-specific solutions. These offerings finally address the work that family offices actually do: managing complex entity structures, tracking ownership and governance, staying ahead of compliance filings, and providing a complete view of wealth across personal and investment assets.
Who should attend
Family office principals, COOs, CFOs, controllers, and the advisors and consultants who serve them. Numbers are limited to keep the conversation candid.