Digital Disruptions

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2023 FOX Foresight - Data is King
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How will technology look and feel when any user of a platform can independently decide what it is they see? Will everyone’s experience be so unique that the platform really becomes a map to the creative side of a non-creative and fact-based world? Learn how today’s data environments will soon become a representation of how and what families and advisors envision as their single source of truth.

Making the Case for Digital Transformation
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With the pace of change accelerating in today’s environment, it becomes critical for organizations to adapt and embrace a digital transformation that goes beyond implementing new tools and technology. By conducting a financial assessment, creating a business case, and building a road map, your organization can make the financial case for your digital transformation journey and get started today.

The 3Ts: Critical Forces Disrupting Our Future
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The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors. We call them the “3Ts” – transitions, talent, and technology.

2022 FOX Foresight - The 3Ts: Critical Forces Disrupting Our Future
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As we approach the two-year mark since the COVID-19 virus first hit and start to envision a “new normal,” Family Office Exchange (FOX) has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors. We call them the "3Ts” – transitions, talent, and technology.

2021 Crypto Market: Year in Review
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The blockchain/crypto space continues to evolve at a blistering pace, with bitcoin reaching an all-time high of $65k in mid-April up from its $29k price at the beginning of 2021. The growth was fueled by a number of converging factors and game-changing developments in the crypto space. In addition to a crypto market update, this year-in-review report highlights the most common audit, tax, and advisory themes that are top-of-mind.

2021 FOX Foresight - A Decade of Transformation in One Year
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Family offices left 2020 looking very different than the way they entered it. We capture the changes we saw and project the changes to come. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors

Venture Capital Positively Disrupts Intergenerational Investing
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As technological advances are disrupting and transforming companies in every sector, the traditional investing landscape is also being disrupted. Venture capital is at the core of the transformation and has become a critical component of a long-term investment strategy. With the potential for attractive returns and significant impact to society, venture investing presents a prime platform for cross-generational conversations about investing and the critical role it can play in the family’s portfolio.