FOX Series

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. Priva...

Is your family office reaching its full potential? How to unlock the value of your people, processes, technology and data

5 April, 2023
As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by...

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 the...

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...

Ultra-High-Net Worth (UHNW) Giving Guidance

20 February, 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...

2023 Accounting and Finance Predictions

26 January, 2023
Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. ...

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. Priva...

Cybersecurity Tips that Every Family Office Should Know

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

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 ...

3 Common Family Office Technology Myths [And What to Expect Instead]

5 December, 2022
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions...