“How much should I be giving?” This recent question from a member of the Ultra-High Net Worth (UHNW) community gave Giving Place and FOX the chance...

Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. ...

Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Priva...

How to safeguard sensitive data in a hyperconnected world In today’s rapidly evolving cyberthreat landscape, many ultrahigh net worth individuals a...

Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for ...

SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions...

Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding re...

We are a team of large-scale donors, philanthropy advisors and technologists committed to making philanthropy more accessible, effective and meaningfu...

The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a clou...

360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology exp...