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7 results found
FOX Technology Resource Partner Focus Group: Libretto
Publish Date:
Feb 01 2024

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 ...

Mid-Year Market & Investment Check Up: What Family Offices Need to Know to Navigate the Remainder of 2023 | 2023 FOX Family Office and Wealth Advisor Forum
Publish Date:
Jul 12 2023

As we head into the second half of the year, questions surrounding the global economy and financial markets remain. Is the U.S. headed for a recession? Will there be secondary effects from divergent Global Central Bank policies? Does the 2024 political cycle matter? And importantly, how should family offices invest capital given the current and fut...

Evolving with Technology In the Family Office Space | 2022 FOX Technology Showcase
Publish Date:
Jun 15 2022

This fireside chat will focus on the challenges that family offices are facing today and how to maximize insight into financials. We will identify solutions that Sage Intacct can offer to help streamline your multi-entity management, data security, and transaction automation with artificial intelligence and machine learning technology. Karen M. ...