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...

“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, starting with Giving Tuesday. Donors have good intentions. So do the people that support them – family office support and other advisors...

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 sparked by new liquidity running through hundreds of business-owning families. In an effort to preserve and expand their wealth, they needed ...

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 Themes from 2023 FOX Research Hilary Leav, Director, Insights & Research, FOX The Rising Gen may Surprise Us Families say ...

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, Managing Director, Core Membership, FOX David Toth, President of Membership, FOX This Forum focused on networking! Fewer chances...