FOX Series

Managing the Trusted Insider Threat to Your Family: A Comprehensive Approach

Managing the Trusted Insider Threat to Your Family: A Comprehensive Approach

25 January, 2024
At Accordant Global Partners (AGP), we serve some of the most prominent families, corporations and business leaders in the world. Our purpose is to ensure the fa...

Inflection Points: 4 for 24: Themes to Watch for Next Year

Dec 11, 2023
Investors always have a lot to worry about, and the current environment is no different. Markets continuously climb walls of worry. One day interest rates are th...

Shannon Kennedy receives inaugural Glen W. Johnson Legacy Award at FOX Family Forum

Oct 27, 2023
This week, Family Office Exchange (FOX) recognized Shannon Kennedy, Head, BMO U.S. Wealth Management, as the inaugural recipient of its Glen W. Johnson Legacy Aw...

The 3 most critical questions to ask when selecting family office technologies

26 October, 2023
Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth S...

2023 FOX Family Forum Recap – Day 3

25 October, 2023
Enjoy a recap of Day 3 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC.Anticipating Change in the Family and the Family EnterpriseJoli...

2023 FOX Family Forum Recap – Day 2

24 October, 2023
Enjoy a recap of Day 2 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC.Industry Founders Panel: The Evolution of WealthSarah Hamilton,...

Avoiding the December Mad Scramble

24 October, 2023
“Are we all procrastinators?”There are a lot of ways to answer the question of why ~30% of charitable giving in the U.S. happens in the last month of the year, s...

The Family Office Industry Supports the Evolving Family Enterprise

Jul 26, 2023
As published in The Journal of Wealth Management's 25th Anniversary Issue (Summer 2023). The dramatic growth of the family office industry in the 1980s was spar...

Investing in Your Family’s Mental Health

14 June, 2023
Investing in the mental health of each individual and the family supports family unity, trust, mission, and financial success.Mental illness is present in one of...

The family office journey toward operational excellence - Technology and talent considerations present challenges and opportunities

9 June, 2023
As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by providing the right ...

Advancements in Investment Reporting are Helping Family Offices Improve their Risk and Portfolio Management Strategies

23 May, 2023
Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth S...

3 Best Practices When Integrating Family Office Technology

22 February, 2023
Entole is transforming the Family Office Industry, one family at a time, through increased transparency and interoperability for wealth owners and their trusted ...

InfoSec Roles & Considerations for Family Offices

21 February, 2023
360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission is...

Ultra-High-Net Worth (UHNW) Giving Guidance

Feb 20, 2023
“How much should I be giving?”This recent question from a member of the Ultra-High Net Worth (UHNW) community gave Giving Place and FOX the chance to collaborate...

Building a Better Family Office Framework for 2023

23 January, 2023
Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth S...

Cybersecurity Tips that Every Family Office Should Know

15 December, 2022
How to safeguard sensitive data in a hyperconnected worldIn today’s rapidly evolving cyberthreat landscape, many ultrahigh net worth individuals and families are...

Year-End Technology Recap: 2022

13 December, 2022
Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single and ...