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...

FOX Family Office Forum Recap - Day One

Jul 21 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...

Preparing for the FOX Family Office Forum

Jul 16 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...

FOX Technology Showcase Recap, Day Three

Jun 18 2021
Yesterday’s Showcase featured the following speakers, and a summary of each session is included below: Day Two Recap With FOX’s Kent Lawson, Director, Technology Integration...

FOX Technology Showcase Recap, Day Two

Jun 17 2021
Yesterday’s Showcase featured the following speakers, and a summary of each session is included below: Day One Recap and About the Family Office Exchange With FOX’s Kent...

FOX Technology Showcase Recap, Day One

Jun 16 2021
Tuesday’s Showcase featured the following speakers, and a summary of each session is included below: Welcome to the FOX Technology ShowcaseWith FOX’s Kent Lawson, Director,...

Preparing for the FOX Technology Showcase, June 15-17

Jun 09 2021
Today’s blog post is focused on preparing for the technology demonstrations that are taking place during the technology showcase. By now, you probably have an idea of which...

Corporate Transparency Act: Beneficial Ownership Disclosure Requirements Are Coming

Feb 25 2021
Each year, more than two million corporations, limited liability companies (LLCs), and other entities are formed in the United States. Historically, formation of these...

Rising Gen Roles in the Family System: The Challenges and Opportunities

Jan 28 2021
My colleague, Heather Abramson, and I had the pleasure of leading the FOX Rising Gen Forum in October 2020, which brought together family members in their 20s, 30s, and 40s...