Webinar Preview: Building the Back Office of the Future for Modern Family Offices

SAVE THE DATE: Tuesday, August 12, 2025 | 2:00 PM ET | Zoom

The future of wealth management isn’t just digital.

It’s smart, integrated, and secure.

Is your organization ready for it?

On August 12th at 2p ET, Forest Systems and Summitas are starting the conversation about how to bring that future to life.

Join us for an exclusive webinar, “Building the Back Office of the Future: Secure, Intelligent Infrastructure for Modern Family Offices,” featuring a conversation between two industry leaders: Kishan Vyas of Forest Systems and Bill Wyman of Summitas. Together, they’ll unpack what it really means to modernize the family office tech stack and why now is the time.

This demo is a behind-the-scenes look at the newly announced strategic partnership between Forest Systems and Summitas, and how it’s reshaping the landscape of wealth tech.

By integrating Forest’s accounting software with Summitas’ secure engagement platform, the two companies are creating a unified digital foundation that supports everything from reporting and compliance to communication and collaboration, all within a secure, flexible framework designed for complex wealth structures.

Who Should Attend the Webinar

• Multi-family and single-family office leaders
• RIAs and private wealth advisors
• CIOs, COOs, and tech decision-makers
• Compliance and accounting professionals

What to Expect from this Webinar

• The vision behind this powerful partnership and what’s driving innovation in the space
• A deep dive into how the integrated Forest + Summitas platform works in practice
• What it means to be future-proof in an evolving regulatory and security landscape
• Live Q&A with the speakers

Whether you’re upgrading legacy systems or just beginning your digital transformation journey, this session will give you actionable insights into what a secure, intelligent back office can and should look like.

Save your seat now: Register here.

Can’t make it live? Register anyway to receive the full replay and follow-up resources.