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

Nov 05 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...

2021 FOX Family Forum - October 28 Recap

Nov 03 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...

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

Nov 03 2021
 Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge...

2021 FOX Family Forum - October 27 Recap

Nov 03 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...

Alternative Investments - Overcoming Challenges in Analysis and Reporting

Oct 21 2021
                  Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed....

How to Choose the Right Technology Model for Your Family Office

Oct 20 2021
    SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family...

How Artificial Intelligence and Machine Learning Can Help Family Offices Work Smarter

Sep 27 2021
                                                                   Sage Intacct is the only and preferred provider of the AIPCA for cloud financial management....

Best Practices: The Importance of an Integrated Technology Solution in Today’s Family Office

Sep 24 2021
  Rockit® Solutions combines its technology, personalized client team, and time-tested processes to provide a tailored service for family office professionals and...

Using Technology to Solve Multi-Entity Ownership Structures

Aug 26 2021
The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which...

FOX Family Office Forum Recap - Day Two

Jul 22 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...