FOX Series

How Artificial Intelligence and Machine Learning Can Help Family Offices Work Smarter

                                                                   Sage Intacct is the only and preferred provider of the AIPCA for cloud financial management....

Best Practices: The Importance of an Integrated Technology Solution in Today’s Family Office

  Rockit® Solutions combines its technology, personalized client team, and time-tested processes to provide a tailored service for family office professionals and...

Using Technology to Solve Multi-Entity Ownership Structures

The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which...

FOX Family Office Forum Recap - Day Two

  Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds...

FOX Family Office Forum Recap - Day One

  Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds...

Preparing for the FOX Family Office Forum

  Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds...

Succeeding in Turbulent Times: A case study on leadership and teambuilding in single-family offices.

Note: This case study is based on Jill Barber’s work as President of CYMI Holdings. The “I” statements refer to her. As a long-term professional in the family office, I was...

The Top 5 Myths of Impact Investing

There’s no such thing as a neutral investment. Investments either have a positive or negative impact on society. Impact investing addresses these pressing social and...

Key Takeaways from the FOX Rising Gen Forum

FOX recently hosted a Rising Gen Forum, and here Mindy Earley, Chief Learning Officer at FOX, and Heather Abramson, Relationship Manager at FOX, share the key takeaways from...

Family Office Talent and Technology Solutions

As we all know, technology is changing our world. To start, it’s everywhere. Over 6 billion smartphones are predicted to be in use around the world by the end of 2020. This...