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CFOs Lean in on Taxes as Optimism Rises
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Although CFOs’ optimism has risen, finance leaders are confronting the disruptive triumvirate of new tax legislation, persistent tariff volatility, and rising AI integration—while seeking meaningful, measurable outcomes. All at once, three things must be considered in a complex environment where transformational opportunity and uncertainty coexist. The takeaway is that holistic modeling is essential for businesses to determine the right tax strategy for their circumstances.

Shadow AI Is Already Here: Take Control, Reduce Risk, and Unleash Innovation
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Shadow AI is no longer a fringe issue—it’s a mainstream reality inside most organizations. While the risks are real—ranging from security breaches to compliance failures—it also represents a powerful signal: Your workforce is ready, willing, and already experimenting with AI to solve real problems. Organizations that respond with rigid control will stifle innovation. Those that respond with clear strategy, empowered oversight, and curated choice will unlock AI’s full potential—safely and at scale.

Public Webcast: State of the Ultra-Wealth Business: Confidence and Opportunities Abound
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We are in the midst of the greatest opportunity in likely the most dynamic environment. Our research indicates that providers are thriving, yet challenged by the growth as well as the complexity they are encountering with their clients. During this year’s “State of the Business” webcast we will explore the current health of the business and offer our perspectives on what we have learned. We will be joined by two of our members who will share how they are managing their growth strategies.

Family Office Tech Implementations | 2025 FOX Technology and Risk Management Showcase
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Real life discussion with family offices who have gone through core technology implementations in the past year. Jaimie Kostiuk, Vice President, Finance & Operations, Investment Group of Santa Barbara Deanna Koehly, Chinquapin Trust Company Joe Kauten, CFO, Chinquapin Trust Company Moderator: Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX

Navigating Innovation with AI in Family Office | 2025 FOX Technology and Risk Management Showcase
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Discover the crucial needs around privacy and risk as AI becomes imbedded in the Family Offices of Tomorrow. Bryan Rhody, Partner, Advisory, Technology Solutions Group, BPM Bill Rouse, Director, Advisory, Technology Solutions Group, Family Office Industry Specialist, BPM Angela Thomas, Sr. Manager, Advisory, Technology Solutions Group & Sage Intacct Practice Leader, BPM

The Governance Playbook for AI Vendor Selection
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The Integration of Artificial Intelligence (AI) into business strategies has become a pivotal step for organizations that are aiming to create or maintain a competitive edge. And making the right AI vendor selection will be critical toward that end. With this AI governance playbook, learn how you can evaluate AI vendors to ensure that the chosen provider not only prioritizes the company’s strategic goals but also offers a significant return on investment, while protecting data and complying with regulatory standards.

Optimizing Technology: Best Practices for Selection, Implementation, and Outsourcing | 2025 FOX Family Office and Wealth Advisor Forum
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This session will explore best practices for navigating the technology selection process, including how to leverage RFPs (Requests for Proposals) to make informed decisions and streamline outsourcing preparation. Learn about leading platforms, tools, and solutions that can enhance performance, improve reporting, and support strategic goals. Join us for practical insights, real-world examples, and expert guidance on how to approach technology adoption and outsourcing for maximum impact.