Event Details

What You'll Learn

Over lunch, we’ll walk through:

• Why Family Offices Are Moving to Unified Platforms  
  
  
• Achieving a True Consolidated View of Wealth Across Publics and Alternatives  
  
  
• Technology Trends Shaping the Modern Family Office 
  
  
• Scaling Operations with AI-Powered Capabilities 

About Auria

Born from the proven success of Advyzon—a firm rooted in the Registered Investment Advisor (RIA) space and built to deliver intuitive, all-in-one technology for advisory firms since 2012—Auria was developed to serve the distinct needs of ultra-high-net-worth individuals and family offices. By leveraging Advyzon’s deep experience and refined infrastructure, Auria offers a differentiated experience tailored to multi-generation wealth, complex entity structures, and legacy-planning households.

With Auria, we extended the RIA-proven model into a new realm of wealth management, one that speaks the language of family offices: controlling, visualizing and stewarding interconnected assets, entities, trusts and documents under one roof. Our roots in advisory technology give us a unique perspective—we know what advisors need, how families think, and how to bring it all together with clarity, control and confidence.

 Learn more about Auria by visiting our website.