FOX Blog

Timely insights from FOX experts, members and industry authorities.

The Rising Generations’ Relationship With Money

27 October, 2020
How families talk about money is important. Although it often can feel awkward to get started, Nathan Dungan, Founder and President of Share, Save, Spend,® gives...

Building a Diverse Team

27 October, 2020
Successive generations want to leave a legacy, and are looking at future prospects and pathways for the family office to be a more diverse workplace. Why does di...

Family Office Value, Cost, and Complexity Factors

27 October, 2020
FOX recently conducted a research project to study how family offices explain their value to clients, as well as to look at the complexity and cost allocation of...

Building Trust and Consensus in the Family

27 October, 2020
The element of trust is perhaps one of the most crucial pieces within the family and the family office. Here Jeff Strese, Adjunct Faculty at SMU and Head of Lead...

Industrial Revolution 4.0 in the Family Office – The Digital Age and Future of Technology

21 October, 2020
Responding Swiftly to the Pandemic ChallengeLeading up to 2020, family office technology providers made significant improvements with expanded offerings and new ...

The Rising Generation’s Relationship with Money

21 October, 2020
Nathan Dungan thinks frequently and deeply about who and what is shaping our money habits and values. In fact, that will be the focus of his breakout session—The...

Resilience & Recovery in Unprecedented Times

20 October, 2020
Bill Lyons is the Senior Director for the Institute for Family Culture at Abbot Downing. Here Lyons defines resiliency, shares six domains of resilience and reco...

Constructing Meaningful and Impactful Investment Portfolios Panel

20 October, 2020
Here Michael Hotz (Vice President at Asset Consulting Group) and Katherine Kroll (Senior Institutional Sustainable Investing Specialist at Brown Advisory) share ...

Exploring the Depths of a Passion for Building a Business

20 October, 2020
Stockton Rush founded and leads OceanGate, as CEO of the company dedicated to opening the oceans for human observations and exploration through the development o...

Delivering Value Through a Trusted Advisor Ecosystem

8 October, 2020
One of the most important aspects of the family office today is delivering value through a trusted advisor ecosystem and advancing your partnerships. Here we exp...

2020 Trust and Estate Update

8 October, 2020
With the election coming up in November and year-end following – then couple that with a pandemic that has completely disrupted the economy and interest rates – ...

Breakout Session 4: Driving Efficiencies with Technology

8 October, 2020
Kent Lawson, Director of Technology Integration Services at FOX, explains how we can drive efficiencies by employing technology.In short, efficiencies means doin...

Breakout Session 3: Improving Quality Through Family Office as a Service

8 October, 2020
Here Rob Mallernee, a long-time member of FOX and the CEO and System Designer at Eton Solutions, looks at how family offices can use a process driven approach to...

Breakout Session 2: Managing Under Covid-19

8 October, 2020
The pandemic is especially overwhelming as we view of all the headlines in the news and on social media. We don’t yet know the full effect the pandemic – how lon...

Breakout Session 1: Results from FOX’s 2020 Compensation & Benefits Survey, sponsored by Grant Thornton

8 October, 2020
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 States, an...

Spot and Manage Talent in the New Paradigm

8 October, 2020
Covid-19 has certainly changed the landscape and created a new normal, along with many decisions and points of challenge. Here Cassie Atteberry (Principal at Tal...

Future of Technology in the Family Office

8 October, 2020
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 technology...

Evolving Client Needs and Expectations Are Changing the Role of the Family Office

8 October, 2020
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 Officer at FOX),...

Ready or Not - Your Future Family Office is Here

8 October, 2020
President of the Family Office Exchange, Bill Sullivan, shares key areas of change to help us understand the evolving landscape of the family office.First, as th...

A Process that Can Transform Your Single-Family Office Staff into an Empowered Team

9 September, 2020
"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 consciousness of its ...

Addepar - With a Brand-New Chief Technology Officer Taking the Helm, What Shifts in the Tech Stack will Addepar Follow?

14 August, 2020
Addepar is a state-of-the-art wealth management platform that specializes in data aggregation and performance reporting for complex investment portfolios. Addepa...

Technology Panel Discussion: Planning for Tomorrow’s Technology Today

14 August, 2020
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 insight as part...

Attendee Survey on the Tech Goals for Your Family Office

14 August, 2020
During the Covid-19 pandemic, it’s especially helpful to understand decisions that our peers are making around technology within the family office space. In that...

SEI - Relentless Development: What Comes Next for SEI’s Archway Platform

14 August, 2020
SEI Family Office Services is an award winning, integrated back-office platform delivering a wide range of technology solutions for family offices. With 18 years...

Preparing to Embrace New Technologies in the Modern World

14 August, 2020
New technologies abound in our modern world. Here Dr. Peter Boumgarden, Professor of Practice Strategy & Organization at Washington University in St. Louis, ...