FOX Series

Next Generation Security Frameworks for Single and Multi-Family Offices

4 March, 2022
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 aggr...

Data, People and Process: Key Considerations for Family Offices Implementing a Wealthtech Solution

16 February, 2022
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...

Family Office Trends for 2022

28 January, 2022
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 aggregat...

BEST PRACTICES: DISTINGUISHING BETWEEN A TRUE FAMILY OFFICE SERVICE PROVIDER AND A MASS AFFLUENT/HNW/UHNW OPTION

5 November, 2021
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 tog...

2021 FOX Family Forum - October 28 Recap

3 November, 2021
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 account...

The Role of Independent Board Members – Bringing New Insights to the Family (from the 2021 FOX Family Forum)

3 November, 2021
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 account...

2021 FOX Family Forum - October 27 Recap

3 November, 2021
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 account...

Alternative Investments - Overcoming Challenges in Analysis and Reporting

20 October, 2021
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 F...

How to Choose the Right Technology Model for Your Family Office

20 October, 2021
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 fa...