Every other year FOX sponsors a Family Office Compensation and Benefits Survey. The 2020 survey had a total of 201 participants from across the United...

Covid-19 has certainly changed the landscape and created a new normal, along with many decisions and points of challenge. Here Cassie Atteberry (Princ...

To be successful in our ever-changing world, family offices need to embrace new technology like never before. The question is, how can a family office...

In our fast paced world, we see how client needs and expectations are changing the role of the family office. Here, Mindy Earley (Chief Learning Offic...

President of the Family Office Exchange, Bill Sullivan, shares key areas of change to help us understand the evolving landscape of the family office.F...

"The general rule seems to be that the level of consciousness of an organization [i.e. its capacity and agility] cannot exceed the level of consc...

Addepar is a state-of-the-art wealth management platform that specializes in data aggregation and performance reporting for complex investment portfol...

Today’s technology moves at an exceedingly rapid pace. How do family offices stay ahead of the curve and plan for the future? Three experts offer insi...

During the Covid-19 pandemic, it’s especially helpful to understand decisions that our peers are making around technology within the family office spa...

SEI Family Office Services is an award winning, integrated back-office platform delivering a wide range of technology solutions for family offices. Wi...