Family Wealth Report Family Office Fintech Summit 2025 - Registration

This summit is part of the Family Wealth Report Fintech Summit Series for its family office community.

This event is intended for family offices, ultra-high-net-worth individuals, investors, wealth managers, and advisors.

Date: October 9, 2025
Venue: BNY, 88 Murray St., New York, NY 10007

Please use this form to secure your place. We will be in touch with event logistics closer to the event date.

Email Theodora Viney (theodora.viney@clearviewpublishing.com) for questions about logistics, speaking and sponsorship opportunities.

Name Name First Last
Fill in your first and last name as they should appear on your name badge at the event (including capitals, hyphens, etc.).
Job Title
Company Name

Fill in your company name as it should appear on your name badge at the event.
Address Address
City State / Province / Region Country
Corporate Email Address
Telephone Number
Company type

Company type Family Office Private Bank RIA Wealthtech Provider Other Other
If you representing a family office, please define the type of family office:

If you representing a family office, please define the type of family office: Multi family office Single family office Embedded family office Hybrid family office Other Other
Check the option that applies to you from the list below. You will be contacted for payment separately.

Check the option that applies to you from the list below. You will be contacted for payment separately. I am a qualifying guest - $150 (Registrations before 1 September 2025, $250 for registrations after 1 September 2025) I am a qualifying guest and subscriber to Family Wealth Report I am a qualifying guest and member of the UHNW Institute, $100 I am a tech vendor solution provider and would like to receive more information about sponsorship opportunities. I am a qualifying guest and have been invited by one of the sponsors or speakers (Please fill in the "I am a guest of" field below)

Qualifying guests are buy-side professionals at family offices and U/HNW wealth management firms, as well as wealth owners.
I am a guest of

Please fill in this field if you have been invited by a speaker or a sponsor.
I would like to receive more information about sponsorship opportunities:

I would like to receive more information about sponsorship opportunities: Yes No
I am interested in speaking on one of the expert panels:

I am interested in speaking on one of the expert panels: Yes No
I am interested in a showcasing my family office solution:

I am interested in a showcasing my family office solution: Yes No
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