Resource Search

In an era of shrinking aid and shifting power, IDP Foundation has reimagined how philanthropy can drive sustainable impact. By deploying innovative financing tools—like program related investments, loan guarantees, and blended capital—the Foundation has supported thousands of low-fee private schools serving some of the poorest communities in Sub-Saharan Africa. This session explores how these catalytic approaches have extended the reach and accountability of philanthropic capital, strengthening existing systems rather than creating new ones.

As families steer their enterprises through today’s turbulent political climate, it is critical for them to stay abreast of the latest political and regulatory developments in the US and globally. It is vital for family leaders to be able to weed out the noise and distill the most relevant developments that will impact their families, their investments, and their operating businesses.

AI is obviously a massive secular trend. Perhaps the greatest innovation in the history of humanity. How can family office investors cut through the clutter, deconstruct what’s actually going on, and find outsized opportunities on the public and private side? Further, how can families and family office leaders create their own AI-native organization and culture, embrace practical applications to maximize efficiency, and stay abreast of this dynamic space and separate signal from noise?

Founder and CIO of Morgan Creek Capital returns to FOX for a presentation and fireside chat to discuss the macro-economic landscape and investing environment and the latest developments across Blockchain Technology. Mark brings decades of experience investing capital across asset classes and for endowments and institutions, and this session will reflect back on the how the investing landscape has changed for family offices in each of the last several decades.

Chairman Nathan Hamilton and Board Advisor Nick Rhoads will review their findings in the recently released Private Family Capital Blueprint and talk about the recent trends of the PFC Investment Survey. They will aim to draw actionable conclusions and takeaways that challenge some of the conventional thinking of traditional investment frameworks and highlight the unique role of Private Family Capital (PFC) in the marketplace and the power of a generational mindset in an investment strategy.

In this opening session, FOX CEO Peter Moustakerski and Chief Membership Officer Scott Muench will provide an overview of the most frequent themes and prominent needs coming from conversations with FOX members and an updated on the latest development and initiatives at FOX, including many of the new and exciting membership benefits aimed at delivering unrivaled and lasting value for all members of the FOX community. Peter Moustakerski, CEO, FOX Scott Muench, Chief Membership Officer, FOX

Essential innovation for your Family Office Tech Stack As families become more tech-savvy, their expectations for transparency, real-time access, and seamless service are rapidly increasing. Modern solutions are streamlining complex workflows, integrating data from multiple sources, and empowering offices to focus on strategy rather than manual tasks. Innovation in family office technology is no longer optional – it’s essential. Brittany von Czoernig, Director of Sales, WealthHub

Knowledger is a technology tool that efficiently moves data from a custodian source, housing the data, and creates all the journal entries into your general ledger. Knowledger provides a digital solution to manage the massive amount of data to be entered into a firm’s general ledger, making this process considerably faster. The firm therefore doesn’t need staff for this task, nor do they need to outsource it, as the technology provides quicker and more accurate results.

With the sprint to include AI in all systems, hear from three providers about their already existing AI aspects of their environments. Robert (Rob) Mallernee, CEO, Eton Solutions Kathy Kang, Product Manager, SumIt Software Dan Kutner, Head of Sales, North America, Masttro

Learn why finding the right partner is a game changer when it comes to tech selection. Chris Dickson, National Senior Manager, Family Office Enterprise Advisory, RSM John B. Stewart, Partner & Co-Lead of Family Office Industry, Armanino Erin Hulse, Founder & CEO, Deviate Consulting