FOX Blog

Timely insights from FOX experts, members and industry authorities.

Bridging the Digital Privacy Gap

31 October, 2022
360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission is to protect the digital identity, reputation, and security of high-profile executives, athletes, and high net worth families. The term “cyber security” can oftentimes be ambiguous and difficult to define; no different than that of a single or multi-family office. But much like an Investment Policy Statement, identifying and defining risk down to the individual level is paramount in achieving both near-term and strategic ob...

Leveraging Finance and Accounting Outsourcing for the Family Office

23 September, 2022
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with 51,000 people across 123 countries. Often, the person tasked wi...

The Changing Nexus in Family Office Technology: Managing Data is More Important than Reporting

31 August, 2022
The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management. We all know that data equals knowledge. It provides a way to measure and is a basis for decision-making. In any organization, knowledge enables individuals to respond to...

2022 FOX Family Office Forum Recap – Day 2

21 July, 2022
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → A Guiding Light: Developing an Impactful Strategic Plan Peter Moustakerski, CEO, FOX Carolann Grieve, Truist Wealth Center for Family Legacy ...

2022 FOX Family Office Forum Recap – Day 1

21 July, 2022
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Welcome to the Forum Glen Johnson, Peter Moustakerski - FOX Who is in the room – 45% new FOX members; 69% Family office executives Continue...

What Are Stablecoins?

11 July, 2022
Circle was founded on a belief that blockchains and digital currency will rewire the global economic system, creating a fundamentally more open, inclusive, efficient and integrated world economy. We envision a global economy where people and businesses everywhere can more freely connect and transact with each other, through a system that has the reach and accessibility of the internet and knows no borders or boundaries. We believe such a system can raise prosperity for people and companies everywhere. What are Stablecoins? Stablecoins are digital assets that are designed to maintain...

2022 FOX Technology Showcase, Day Three Recap

17 June, 2022
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Daily Review of the FOX Technology Showcase is prepared in partnership by Erin Hulse of Deviate Consulting, a FOX Technology Resource Partner, and by K...

2022 FOX Technology Showcase, Day Two Recap

16 June, 2022
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Daily Review of the FOX Technology Showcase is prepared in partnership by Erin Hulse of Deviate Consulting, a FOX Technology Resource Partner, and by K...

2022 FOX Technology Showcase, Day One Recap

15 June, 2022
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Daily Review of the FOX Technology Showcase is prepared in partnership by Erin Hulse of Deviate Consulting, a FOX Technology Resource Partner, and by K...

Multi-Family Office Cybersecurity Considerations

1 June, 2022
Red Five’s mission is to ensure bad things don’t happen to good people. We provide our clients with world-class solutions for privacy, security, and resiliency. We proactively and professionally address our clients’ needs in a timely, effective, and ethical manner. Your privacy and safety are of the utmost importance to us. With Red Five as a partner, you can be assured that you will benefit from the highest standards of ethics and excellence. Multi-Family Offices (MFOs) should proactively consider new cyber security compliance laws and regulations, both here and in foreign jurisdictions, t...

The Evolution of Family Office Reporting

26 April, 2022
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. The Evol...

A "Killer App" for Today's Family Office

8 March, 2022
The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management. What makes for a "killer" family office application? What do ultra-high net worth individuals believe is missing from their family offices? What does the client value mo...

Next Generation Security Frameworks for Single and Multi-Family Offices

4 March, 2022
The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management. Across multiple surveys of family office software users, cybersecurity is consistently the single most important and commonly identified item of con...

Data, People and Process: Key Considerations for Family Offices Implementing a Wealthtech Solution

16 February, 2022
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. At SEI F...

Family Office Trends for 2022

28 January, 2022
The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management. Introduction Charles Darwin wrote that the strongest and most intelligent members of a species are not the ones that survive. Instead, th...

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

5 November, 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 out of servicing the complex needs of the Rockefeller family office, we are one of the most experienced providers bringing together the diverse service and reporting needs of a family office. We are frequently introduced to family office prospects looking for some “simple” combination of reporting, aggregation, and analysis. Often times, they indicate that they had already discounted other vendors due to a missing core ...

2021 FOX Family Forum - October 28 Recap

3 November, 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, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → FOX is back in person! Last week, family members, offices executives, and their advisors joined together to hear and discuss how families have achie...

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

3 November, 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, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → FOX is back in person! Last week, family members, offices executives, and their advisors joined together to hear and discuss how families have achie...

2021 FOX Family Forum - October 27 Recap

3 November, 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, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → FOX is back in person! Last week, family members, offices executives, and their advisors joined together to hear and discuss how families have achie...

Alternative Investments - Overcoming Challenges in Analysis and Reporting

20 October, 2021
Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Innovator by CIO Review. For decades, investors had to sacrifice accuracy for operating scale. The choice was always between hiring multiple people to perform manual data entry and verification checks to ensure tax-level accuracy ...

How to Choose the Right Technology Model for Your Family Office

20 October, 2021
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-a...

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

27 September, 2021
Sage Intacct is the only and preferred provider of the AIPCA for cloud financial management. Specializing in helping a variety of Financial Services firms — including family offices, asset man...

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

24 September, 2021
Rockit® Solutions combines its technology, personalized client team, and time-tested processes to provide a tailored service for family office professionals and advisors. Comprehensive information regarding your accounts, transactions, investment managers, cash income, and more is efficiently reviewed with flexible reporting and customized dashboards. Our secure and innovative platform ensures data integrity while preserving the privacy and confidentiality of your information. The family office technology landscape is und...

Using Technology to Solve Multi-Entity Ownership Structures

26 August, 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 facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management. Family offices use various multi-owner entity structures such as partnerships, Limited Liability Companies, Sub- S corps, Common Trust Funds, among others, to provide a...

FOX Family Office Forum Recap - Day Two

22 July, 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, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Exploring Trust with Technology Clara Durodié Redefining Trust: Tra...