Family Office Exchange is committed to identifying trends and issues that have immediate and future impact on families of wealth. In this session, new FOX President Bill Sullivan and Chief Operating
High performing CFOs in financial services organizations integrate data-driven decision-making activities across the entire company, changing the role of finance from back-room financial reporters
Family offices and family businesses are frequent targets for cyberattacks because they do not realize their vulnerabilities and often do not have a cybersecurity plan in place. There are six steps
Most professionals understand that work emails can be “discovered” in litigation, meaning that adverse parties can obtain these communications if they are relevant to the dispute.
The financial damages of cyber crime are projected to reach $6 trillion annually by 2021—more than double those same figures from 2015. That’s why it’s important to not only stay on
The software selection process can be overwhelming and time-consuming. What are the options, what functionality do they offer, and how much do they cost? This webinar will help you navigate the
There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting involved -- and institutions
Intuitively, many business managers recognize that their decision window has been shrinking with each passing year. Information dissemination has become real-time and on-demand. What is required is
With so many alternatives for financial applications, financial leaders must ensure they understand the implications of all options: on-premises, hosted, and cloud computing. In this guide you’
As private equity firms make their operations, and those of the companies they invest in, more technologically savvy, they're finding that true digital transformation requires a shift in mindset.