There’s no limit to the number of hours a family office can spend mired in PDFs and spreadsheets tracking private investments. Information on private investments is spread out among numerous data providers and fund managers, sometimes numbering in the hundreds. Each source presents data in its un...

With love in the air this Valentine’s Day, there’s no better time to be looking for a partner! The question remains however, where and how do you look and how do you do so safely? In the fast-paced world of dating apps, maintaining privacy is crucial, especially for high net worth singles. Here a...

In the ever-evolving landscape of finance and wealth management, family offices are experiencing a paradigm shift propelled by advancements in technology. Traditionally, family offices have been known for their personalized and comprehensive approach to managing the financial affairs of high-net-wor...

We humans approach artificial intelligence (AI) with awe, excitement, and apprehension. It's no longer just a trendy topic discussed in boardrooms and technology labs. It's here beating World Go Champions, predicting the quaternary structures of proteins, inventing mathematical theorems, creating ar...

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 families and organizations under our protection remain resilient to the unique and dynamic global risk landscape. We do this across Five Pill...

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 the concern, the next its upcoming elections, the day after perhaps economic growth. Assessing risks is central to sound investment, but be c...

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 Award. The award is presented to those who have distinguished themselves through exemplary achievements in the family office space. With o...

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. You don’t have to look far t...

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 Joline Godfrey, Sara Hamilton, and Jeff Strese Explores a multitude of dynamics coming simultaneously; generational shifts happening...

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 Hamilton, James (Jay) Hughes Jr., Dennis Jaffe, Ellen Perry, John Warnick, and moderated by Peter Moustakerski For the first time, FOX ha...