FOX Series

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. Advanced investment reportin...

As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by providing the right solutions to help sustain your family’s vision across your operating business, your investment structure and your family office. ...

Entole is transforming the Family Office Industry, one family at a time, through increased transparency and interoperability for wealth owners and their trusted advisors. Every day, technology becomes a greater part of our lives. Everywhere we look, computers and technology are at work: the phone...

360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission is to protect the digital identity, reputation, and security of high-profile executives, athletes, and high net worth families. Within the...

“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 on what the data says and how we can interpret it to support community members. Giving is always a personal decision, depending on...

Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class system, our cloud accounting software products and financial management solutions deliver deep accounting capabilities across multi...

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. As we enter 2023, portfolio ...

How to safeguard sensitive data in a hyperconnected world In today’s rapidly evolving cyberthreat landscape, many ultrahigh net worth individuals and families are prime targets for carefully crafted cyberattacks. Family offices, including virtual and single-family offices, can serve ...

Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single and multi-family offices. Our software focus includes QuickBooks and multiple investment accounting, portfolio accounting and wealth management...

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 fam...