Pulse on Data: Family Office Luncheon

A Private Roundtable for Leaders Navigating Vendor Complexity, Governance, and Operational Risk

Family offices today are operating in increasingly complex ecosystems—more vendors, more contracts, more data, and more expectations around diligence and transparency.

And yet, one layer remains largely unexamined:
What actually happens after the contract is signed?

On June 24, 2025, PostSig and Pennington Partners & Co. will co-host a private luncheon in New York City for a small group of family office operators, compliance leaders, and advisors.

This is not a presentation.
It’s a candid, off-record conversation among peers facing similar challenges:

• How do we make vendor and data spend accountable?

• Where is post-signature risk hiding in our contracts?

• What does operational rigor look like when principals expect answers—not excuses?

What Sparked This Gathering

This conversation was born from a series of interviews and research across single- and multi-family offices. We heard the same refrain again and again:

“We know there’s leakage. We just don’t have a system for seeing it.”

That insight led to a new whitepaper—Rewriting the Playbook: How Data, Technology, and Regulation Are Reshaping Family Office Operations—created in collaboration with Pennington Partners.

All attendees will receive an advance copy following the event.

What You'll Take Away

• Real-world stories of how top-performing family offices are structuring oversight

• A first look at our new whitepaper (Rewriting the Playbook: How Data, Technology, and Regulation Are Reshaping Family Office Operations)

• A private peer network in the same operational seat you’re in

• Insight into why PostSig was named Most Innovative Market Data Initiative by WatersTechnology

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Reserve Your Spot

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June 24, 2025
New York City | Hudson Yards (Details in confirmation)

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