FOX Series

The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management. We all know that data equals knowledge. It provides a way to measure and is a basis for decision-making. In any organization, knowledge enables individuals to respond to...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → A Guiding Light: Developing an Impactful Strategic Plan Peter Moustakerski, CEO, FOX Carolann Grieve, Truist Wealth Center for Family Legacy ...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Welcome to the Forum Glen Johnson, Peter Moustakerski - FOX Who is in the room – 45% new FOX members; 69% Family office executives Continue...

Circle was founded on a belief that blockchains and digital currency will rewire the global economic system, creating a fundamentally more open, inclusive, efficient and integrated world economy. We envision a global economy where people and businesses everywhere can more freely connect and transact with each other, through a system that has the reach and accessibility of the internet and knows no borders or boundaries. We believe such a system can raise prosperity for people and companies everywhere. What are Stablecoins? Stablecoins are digital assets that are designed to maintain...

SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. The Evol...

The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management. Across multiple surveys of family office software users, cybersecurity is consistently the single most important and commonly identified item of con...

SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. At SEI F...

The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management. Introduction Charles Darwin wrote that the strongest and most intelligent members of a species are not the ones that survive. Instead, th...

Rockit® Solutions is a technology-enabled Global Family Office (GFO) solution provider focused on single and multi-family offices with unique needs. Given our DNA originated out of servicing the complex needs of the Rockefeller family office, we are one of the most experienced providers bringing together the diverse service and reporting needs of a family office. We are frequently introduced to family office prospects looking for some “simple” combination of reporting, aggregation, and analysis. Often times, they indicate that they had already discounted other vendors due to a missing core ...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → FOX is back in person! Last week, family members, offices executives, and their advisors joined together to hear and discuss how families have achie...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → FOX is back in person! Last week, family members, offices executives, and their advisors joined together to hear and discuss how families have achie...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → FOX is back in person! Last week, family members, offices executives, and their advisors joined together to hear and discuss how families have achie...

Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Innovator by CIO Review. For decades, investors had to sacrifice accuracy for operating scale. The choice was always between hiring multiple people to perform manual data entry and verification checks to ensure tax-level accuracy ...

SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-a...

Sage Intacct is the only and preferred provider of the AIPCA for cloud financial management. Specializing in helping a variety of Financial Services firms — including family offices, asset man...

Rockit® Solutions combines its technology, personalized client team, and time-tested processes to provide a tailored service for family office professionals and advisors. Comprehensive information regarding your accounts, transactions, investment managers, cash income, and more is efficiently reviewed with flexible reporting and customized dashboards. Our secure and innovative platform ensures data integrity while preserving the privacy and confidentiality of your information. The family office technology landscape is und...

The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management. Family offices use various multi-owner entity structures such as partnerships, Limited Liability Companies, Sub- S corps, Common Trust Funds, among others, to provide a...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Exploring Trust with Technology Clara Durodié Redefining Trust: Tra...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → 2021 Trust and Estate Planning Update Jason Kohout and John Nuckolls Audience poll: Which planning have you considered most recently? Gifting to ...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Our focus in today’s blog post is on how to get the most out of the Family Office Forum. Depending on your role within your organization or y...

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 selected as the president of CYMI Holdings in the fall of 2018. My vision was that I wanted to create a more collaborative organization where we pushed decision-making down into the organization to empower all staff and create buy-in to our strategy at all levels.What drove me was a deep awareness of the challenges of leading a family office in these turbulent times—and a recognition that being successful at this work now r...

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 environmental challenges through a range of investment approaches. Impact investments can be made in both emerging and developed markets as well as across a variety of asset classes. As part of a values-aligned investing spectrum that also includes socially responsible investing (SRI) and environmental, social, and corporate governance investing (ESG), impact investing is uniquely focused on producing a beneficial social or e...

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 that forum and more information about the FOX Rising Gen program.FOX first started the Rising Gen program because their Rising Gen community asked for it. The first official forum was in April 2018, and the program has grown from there now with multiple forums and workshops each year, and a growing, engaged community of Rising Gen members.Today there are over 225 Rising Gen members in the community. This is a confidential ...

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 presents us with a tsunami of data that can be processed cheaper, faster and better than ever before. More data has been created in the last two years than in the entire history of the human race. This also has led to a big increase in annual tech spending, particularly around cognitive and artificial intelligence, forecasted to reach $77 billion by 2021.Needless to say, the impact of technology right now is enormous. We ha...

In our ever-changing world, the importance of having a successful family council is more critical now than ever. Here Peter Begalla, Founder and Owner of JPB Consulting Group Inc. and Education and Conference Director at Family Business Magazine, and Dayna Manning, Family Council Chair of the Golden Rule Family, review the scope, purpose, components and hallmarks of an effective family council.Begalla starts by defining, what is a family council? He asserts that a family council…Handles the “business” of the family.Focuses efforts for family ownership development.Promotes family connection and...