Successful Day in New York City

Forest Systems had a great time at the 11th Annual Family Wealth Report Family Office Fintech Summit in New York City, where we joined as a Content Sponsor and Technology Demo provider.

From start to finish, the day was energizing. We enjoyed connecting with so many companies, industry leaders, and innovators across the family office and fintech community, and we’re grateful to everyone who stopped by to see what we’re building.

Inside the Panel Discussion

Forest Systems Founder and CEO Ed Van Deman joined the panel “Too Many Systems, Not Enough Integration: Rethinking the Family Office Tech Stack,” moderated by Sergei Bourlatskii, COO & CFO of Malkin Holdings, LLC. He was joined by Ryan Kerry, CEO of KnowLedger, and Joshua Zweig, Co-Founder & CEO of Zip Security.

The conversation covered integration, data ownership and security, how AI is reshaping reporting, and the practical checks family offices should make when assessing new technology providers. Thank you to our fellow panelists and to Sergei for moderating such a thoughtful discussion.

Live Demo with Dylan McArthur

Our Customer Service Engineer, Dylan McArthur, led the Forest Systems live technology demo, showing attendees how connected financial data can support accounting, reporting, and analysis in real family office workflows. The questions and feedback we received were thoughtful, and we learned a lot from them.

The Conversations That Stood Out

The discussions throughout the day kept coming back to a few common themes: AI, financial data integration, automation, and the future of family office technology. Hearing how family office teams are thinking about these topics reinforced something we believe strongly. The path forward is building smarter, more connected financial operations, not adding more disconnected tools.

Thank You and What’s Next

A big thank you to the Family Wealth Report team for putting together such a well-run event, and to everyone who took the time to meet with our team. We enjoyed every conversation.

We look forward to continuing these conversations, strengthening new partnerships, and exploring more ways to help family offices simplify complex financial reporting and operations.

At Forest Systems, we’re committed to bringing clarity, confidence, and control to complex financial worlds.

Learn more about Forest Systems and see how we help family offices transform financial reporting with power and precision.