Asset Vantage will be attending the 2026 FOX Family Office & Wealth Advisor Forum, hosted by Family Office Exchange in Denver from July 13–15, 2026.

Designed for family office executives, wealth advisors, and qualified family members, the forum brings together the family office community for practical conversations on the most critical issues facing ultra-high-net-worth families and the professionals who support them. The agenda covers topics including AI, family office technology, tax and estate planning, governance, insurance, talent strategy, next-generation preparation, philanthropy, and evolving family office operating models.

Representing Asset Vantage at the forum will be Daraius Sumariwalla, Director, Business Development & Partnerships, and Peter Cunha, Director of Business Development. The team will be available to connect with family offices and advisors exploring stronger financial operations, unified data, reporting clarity, technology infrastructure, and scalable systems for complex wealth management.