Technology Trends and Innovations


Secure Your Assets
Korn Ferry
Investors are more concerned and educated about cybersecurity than ever before. With more money and competition all around, asset management firms are increasing their focus on cybersecurity to meet
Demystifying Risk Management for Family Offices
Boston Private
As family offices grow increasingly complex and manage larger and more varied assets, they are becoming prime targets for a variety of security threats. The traditionally low-profile and discreet
U.S. - China Technology Cold War
Asset Consulting Group
Much of the trade conflict between the U.S. and China can be traced to China’s desire to be a technological power. It is difficult for China to do much more than play catch-up in established
Raising Digitally Responsible Kids: A Family Contract for Digital Devices
Open dialogue between parents and children and, specifically, the creation of a family contract can promote responsible use of digital devices. With the help of a discussion guide and a sample
CFO Outlook Survey: Technology Innovation with Intent
In the tech industry, the calculus for risk versus innovation is starting to shift. Stakeholders don’t just expect new and exciting products and services, they want responsibility and
5 Big Financial Integration Mistakes and How to Avoid Them
Financial integrations give companies a competitive edge. They allow for disparate systems to work synchronously. They eliminate the rekeying of data, enable the sharing of information across teams
FOX Public Webinar: FOX Trends & Insights 2019
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
5 Best Practices of High Performing Finance Leaders
Sage Intacct
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
Is Your Family Office Ready for a Cyber Incident?
Warner Norcross & Judd LLP
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
Users Beware: Personal Conversations Are Not So Personal in Court
Warner Norcross & Judd
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.