With social distancing changing how work is done, a whole host of business continuity issues are affecting family offices. During a recent Member Exch...
Want to know how to best support your IT teams amid the ongoing COVID-19 crisis? Here are a few tips on how you can help make the best of this situati...
Today’s EnvironmentToday more than ever, with exponential change and global interdependency resulting in ever-greater complexity, epitomized by the Co...
Revisit 2019 content from Family Office Exchange (FOX) as we celebrate 30 years of providing members with objective guidance, peer exchange, and conti...
In this episode, Todd Kellerman and Tim Wray, cofounders of V3 Limited, discuss lessons learned from the past and offer some insight into current fami...
In this episode, Jacqueline Valouch, head of philanthropy at Deutsche Bank Wealth Management talks about the role of philanthropy in onboarding the ne...
In this episode, we pick the brain of Robb Lanham, Chief Sales Officer at HUB International. In his role, Robb works with family offices to develop cr...
In this episode, we sit down with Karen McNeill, Head of Family History at Ascent Private Capital Management of U.S. Bank, to discuss her fascinating ...