In the ever-evolving landscape of finance and wealth management, family offices are experiencing a paradigm shift propelled by advancements in technology. Tradit...

We humans approach artificial intelligence (AI) with awe, excitement, and apprehension. It's no longer just a trendy topic discussed in boardrooms and technology...

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...

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...

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...

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

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 Enterprise ...

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 Wealth Sarah Hamil...

“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,...

As published in The Journal of Wealth Management's 25th Anniversary Issue (Summer 2023). The dramatic growth of the family office industry in the 1980s was spar...

Enjoy a recap of Day 2 of the 2023 Family Office and Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting, LLC. Welcome and Exploring Emerging Them...

Enjoy a recap of Day 1 of the 2023 Family Office and Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting, LLC. Welcome to the Forum Scott Muench,...

Investing in the mental health of each individual and the family supports family unity, trust, mission, and financial success. Mental illness is present in o...

As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by providing the righ...

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

Entole is transforming the Family Office Industry, one family at a time, through increased transparency and interoperability for wealth owners and their truste...

360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission ...

“How much should I be giving?” This recent question from a member of the Ultra-High Net Worth (UHNW) community gave Giving Place and FOX the chance to collabora...

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

How to safeguard sensitive data in a hyperconnected world In today’s rapidly evolving cyberthreat landscape, many ultrahigh net worth individuals and families a...

Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single an...