Technology

Digital transformation is here with leading family offices, operating businesses, and advisor organizations embracing emerging technologies—including AI—to optimize their operations and prepare for the opportunities ahead. However, success hinges on more than outlining business needs and implementing technology requirements. With expert perspectives, structured frameworks, and adaptable tools, you'll be in a better strategic position to succeed while adapting to a new and evolving frontier.

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Curated Resources and Best Practices 

For members of the FOX community, the curated resources here are part of the FOX Technology Toolkit—which includes a brief overview and access link for each listed resource—that can be downloaded for future reference and further review with your family members and trusted advisors. 

Artificial Intelligence and Machine Learning

• FOX Foresight 2025: Responsible AI and Recognizing Our Shared Stake  
• Developing an Internal AI Policy: A Comprehensive Guide for Organizations 
• AI Policy Checklist for Employers 
• Navigating the Boom: Confronting Generative AI's Most Pressing Questions 
• Navigating the Artificial Intelligence Frontier (forum session replay) 
• The Practical Guide to AI: 5 Steps to an AI-empowered Organization 
• Preparing Your Board for Generative AI 
• The Human Factor of AI: Preparing Your Organization for Positive Disruption (forum session replay) 
• Quick Takes on Artificial Intelligence Governance (videos) 
• The Future of AI Is Now. Is Tax Ready? 
• Managing the Risks of Generative AI 
• Hidden Dangers in the Use of Artificial Intelligence (plus video) 
• IP Lawyers vs. ChatGPT: Top 10 Legal Issues of Using Generative AI at Work 

Blockchain

• A New World: Future Applications of Blockchain with Michael Novogratz (summit session replay) 
• Fireside Chat with Michael Saylor (summit session replay)   

Digital Transformation

• FOX Foresight 2024: Technology Trends Affecting Family Offices 
• Reimagine Your Business: How Digital Transformation Drives Growth and Value 
• The Future of IT: Strategies to Advance the IT Function in a Cloud and AI-enabled Era  
• How Technology Enables Operational Excellence in Your Family Office 
• Economic Pressures Can Crystalize Digital Transformation 
• Making the Case for Digital Transformation 

Family Office Technology Stack

• Selecting and Implementing Family Office Technology Solutions (podcast) 
• Technology Overload: A Guide to Making Smarter Decisions 
• Family Office Best Practices for Selecting Enterprise Software 
• Evaluating Workforce Technology Vendors: A Guide to Choosing the Right Partner and Solution 
• Transforming a Family Office to Reimagine the Value it Delivers 

Technology Architecture

• FOX Foresight 2022: Tech Architecture for the Family Office of the Future 

Technology Integration

• 2023 Technology in the Family Offices Research Study: Digital Integration Revised 

Data Management 

• FOX Foresight 2023: Data is King—The Tech-Enabled Path to Personalized Family Office Services 

Technology Tools, Programs, and Consulting

• FOX Member Templates include sample technology checklists, AI policy, and more to help meet your business and family office needs.

• FOX Technology Programs designed to help family offices, operating companies, and advisor organizations learn more about technological solutions that are right for them.

• FOX Consulting is available for families seeking tailored advice and solutions to meet their unique needs.

For more expert insights and guidance on other topics of interest, explore the full collection of Resource Toolkits.