Annual Family Office Fintech Summit 2026

It was held at BNY, 88 Murray St., New York, NY 10007.

The audience was billed as family office leaders, investors, COOs, investment executives, and wealth-management technology innovators.

It suited family office COOs, operations heads and investment executives who were weighing software and data choices, since the speakers were billed as including Brian Smeddy, Head of Operations at Bessemer Securities LLC, alongside founders and consultants from firms such as Forest Systems, Robosource and Deviate Consulting. Vendors got direct access to buyers through the exhibitor sponsors, including AgilLink, Mantle and leaf planner, but principals wanting a broad investment or philanthropy program would have got less from a one-day technology-focused event in its 11th edition.