FOX Series

A Process that Can Transform Your Single-Family Office Staff into an Empowered Team

"The general rule seems to be that the level of consciousness of an organization [i.e. its capacity and agility] cannot exceed the level of consciousness of its leader." -...

Addepar - With a Brand-New Chief Technology Officer Taking the Helm, What Shifts in the Tech Stack will Addepar Follow?

Addepar is a state-of-the-art wealth management platform that specializes in data aggregation and performance reporting for complex investment portfolios. Addepar helps over...

Technology Panel Discussion: Planning for Tomorrow’s Technology Today

Today’s technology moves at an exceedingly rapid pace. How do family offices stay ahead of the curve and plan for the future? Three experts offer insight as part of FOX’s...

Attendee Survey on the Tech Goals for Your Family Office

During the Covid-19 pandemic, it’s especially helpful to understand decisions that our peers are making around technology within the family office space. In that spirit, FOX...

SEI - Relentless Development: What Comes Next for SEI’s Archway Platform

SEI Family Office Services is an award winning, integrated back-office platform delivering a wide range of technology solutions for family offices. With 18 years of...

Preparing to Embrace New Technologies in the Modern World

New technologies abound in our modern world. Here Dr. Peter Boumgarden, Professor of Practice Strategy & Organization at Washington University in St. Louis, shares...

Masttro – Leading Technology Trends in Family Enterprise Transformation

Founded in 2010, Masttro is a privately held wealth management technology company providing an integrated platform for family office enterprises. Masttro serves both single...

Session Recap: Vertical Approach to Venture Investing

There is often confusion over what exactly is the vertical approach to venture investing. Constance Freedman, Founder and Managing Partner of Moderne Ventures, explains that...

Session Recap: The Dynamic Ecosystem of Blockchain, Bitcoin, and Cryptocurrency

The future of money is a timely yet complicated topic, especially with cryptocurrency in the mix. Thomas Anderson, Author of Money without Boundaries, shares foundational...

Session Recap: Digital Rubicon, Proximity and the Future of All Business

Innovation often comes out of conflict or hardship that forces us to develop new ideas and a new mindset to solve and overcome the conflict. Robert Wolcott, Co-Founder and...