FOX Blog

Timely insights from FOX experts, members and industry authorities.


Embracing Generative AI in Family Offices: A Thoughtful Approach

10 July, 2024
By Wendy McCoy, Chief Strategist As an early advocate for AI-enhanced solutions during my time at IBM, it's surprising to suggest that family offices carefully...
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Five reasons to be optimistic about AI: Perspectives from consulting and accounting

26 June, 2024

Everyone is talking about AI right now. With the technology accelerating so fast, companies and individuals are struggling to figure out the impacts: Will it be helpful for businesses? Will it be harmful for employees? Will it change the way we work? 

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Factors affecting the value of a Company

May 24, 2024

Read this if you are a business owner. 

Consider the value of the following two hypothetical companies. Anita owns A+ Manufacturing, a car parts manufacturer that employs 100 people. Roger owns a very similar company, D- Manufacturing, which also manufactures car parts and employs 100 people. 

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Unveiling the Considerations of a Luxury Yacht Holiday

May 22, 2024
Picture this: the sun-kissed waves gently lapping against the hull of your private yacht, the salty breeze whispering tales of undiscovered treasures. When seeki...
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2024 FOX Global Investment Forum – Day 2

May 16, 2024

One of the most distinctive features of family office capital is the personalized way each family looks at their investment objectives of risk, return and liquidity. This is particularly challenging in an era of rapid technological and informational change that requires balancing...

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Safeguarding Wealth and Wellbeing: The Crucial Role of a Chief Security Officer in Family Office Risk Management

Apr 25, 2024
In the world of family offices, security concerns often take a backseat to wealth management and asset protection. However, when a crisis strikes, the need for a...
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Fund Administration and the Modern Family Office

Apr 3, 2024

According to a survey of KKR’s network of family offices, 52% of their portfolios will be invested in alternatives in 2024. As the alternative asset category continues to grow in size and scale within our client’s portfolios, it is only natural that family offices will continue to hire directly from hedge funds, private equity and real estate.

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5 Love Languages in Family: Enhancing Bonds with Gary Chapman's Principles

Mar 29, 2024

In the realm of family dynamics, understanding and speaking the love language of loved ones can enhance bonds and relationships. Gary Chapman's principles of the 5 Love Languages provide valuable insights into how individuals express and receive love.  

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There's nothing cryptic about FASB's first crypto asset accounting standard

Mar 29, 2024

On December 13, 2023, the Financial Accounting Standards Board (FASB) issued its much-anticipated Accounting Standards Update (ASU) on accounting for and disclosure of crypto assets. This ASU is the first official guidance under US generally accepted accounting principles that addresses the accounting for and disclosure of crypto assets. Prior to issuance of this ASU, crypto assets were to be accounted for as indefinite-lived intangible assets.

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Guard your wealth: Cybersecurity for family offices.

Mar 21, 2024
Get ahead of cyber risk. As phishing and ransomware attacks advance in efficiency and scale, the financial motivation that fuels cyberattackers is stronger than...

Navigating the Waters of Sudden Wealth Increase: A Guide for Liquidity Events

Mar 15, 2024
At Accordant Global Partners (AGP), we serve some of the most prominent families, corporations and business leaders in the world. We are our clients outsourced C...
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Navigating Prenuptial Agreements: Guidance for Legacy Families

Feb 29, 2024

Navigating prenuptial agreements for wealthy families and individuals in the dating arena. Expert guidance on sensitive conversations with family and potential spouses is important planning. 

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Catch-up Contributions - Impacts of the SECURE 2.0 Act

Feb 21, 2024

In December 2022, Congress passed the Securing a Strong Retirement Act of 2022, commonly referred to as the SECURE 2.0 Act. The SECURE 2.0 Act includes a multitude...

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From archaic information to AI automation: A blue ocean opportunity for family offices

Feb 20, 2024
There’s no limit to the number of hours a family office can spend mired in PDFs and spreadsheets tracking private investments. Information on private investment...
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Navigating Dating Apps: A Guide to Protecting your Privacy

Feb 14, 2024
With love in the air this Valentine’s Day, there’s no better time to be looking for a partner! The question remains however, where and how do you look and how do...
The Impact of Technology on Family Offices in 2024

The Impact of Technology on Family Offices in 2024

Feb 6, 2024
In the ever-evolving landscape of finance and wealth management, family offices are experiencing a paradigm shift propelled by advancements in technology. Tradit...
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The AI Revolution in Family Offices and Wealth Management: Transforming the Uncertainties into a Roadmap for Improvement

Feb 2, 2024
We humans approach artificial intelligence (AI) with awe, excitement, and apprehension. It's no longer just a trendy topic discussed in boardrooms and technology...
Managing the Trusted Insider Threat to Your Family: A Comprehensive Approach

Managing the Trusted Insider Threat to Your Family: A Comprehensive Approach

25 January, 2024
At Accordant Global Partners (AGP), we serve some of the most prominent families, corporations and business leaders in the world. Our purpose is to ensure the fa...

Inflection Points: 4 for 24: Themes to Watch for Next Year

Dec 11, 2023
Investors always have a lot to worry about, and the current environment is no different. Markets continuously climb walls of worry. One day interest rates are th...

Shannon Kennedy receives inaugural Glen W. Johnson Legacy Award at FOX Family Forum

Oct 27, 2023
This week, Family Office Exchange (FOX) recognized Shannon Kennedy, Head, BMO U.S. Wealth Management, as the inaugural recipient of its Glen W. Johnson Legacy Aw...

The 3 most critical questions to ask when selecting family office technologies

26 October, 2023
Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth S...

2023 FOX Family Forum Recap – Day 3

25 October, 2023
Enjoy a recap of Day 3 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC.Anticipating Change in the Family and the Family EnterpriseJoli...

2023 FOX Family Forum Recap – Day 2

24 October, 2023
Enjoy a recap of Day 2 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC.Industry Founders Panel: The Evolution of WealthSarah Hamilton,...

Avoiding the December Mad Scramble

24 October, 2023
“Are we all procrastinators?”There are a lot of ways to answer the question of why ~30% of charitable giving in the U.S. happens in the last month of the year, s...