FOX Technology Resource Partner Focus Group: Fi-Tek Wealth Solutions


FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

About Fi-Tek Wealth Solutions

Fi-Tek Specialty Assets and the importance of an outsourced alternative asset servicing model. In this session, we will dive into the key differentiators of our offering and demonstrate how our tried and tested people, platform, and process support the modern family office.

Alan Perl, Director of Client Service and Business Development, Fi-Tek Wealth Solutions
Peter Schatoff, Senior Relationship Manager, Fi-Tek Wealth Solutions