FOX Series

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

Investors always have a lot to worry about, and the current environment is no different. Markets continuously climb walls of worry. One day interest r...

This week, Family Office Exchange (FOX) recognized Shannon Kennedy, Head, BMO U.S. Wealth Management, as the inaugural recipient of its Glen W. Johnso...

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

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...

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 Wealth...

“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...

As published in The Journal of Wealth Management's 25th Anniversary Issue (Summer 2023). The dramatic growth of the family office industry in the 1...

Investing in the mental health of each individual and the family supports family unity, trust, mission, and financial success. Mental illness is p...

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