Join a panel of experienced family office investing professionals exploring and explaining the use of different holistic investment processes that family offices can use to drive and achieve success across a broad range of portfolios. From managers to individual securities to direct investments, this session will provide practical "how-to" knowledg...
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Cybersecurity is by no means novel, but in an evolving landscape affected by new technologies, geopolitical tensions, and a larger-than-ever digital footprint, the importance of your family office’s cyber strategy cannot be overemphasized. Join us to learn how SEI’s experience as a regulated financial firm translates to a hyper awareness of existin...
It’s no secret the investment world has changed, causing many family offices to re-evaluate the way they invest. During this session, FOX members will share the process they went through to reorganize their investment function. They’ll explain how they managed the restructuring of investment governance, outsourced relationships, underlying portfoli...
Risk Management at FOX is focused on all aspects of risk for its membership including families, family offices, operating companies, and advisor organizations. FOX hosts a quarterly meeting comprised of different vendors and thought leader specialists whose focus is in the areas of Cybersecurity, Physical Security, Personal Security, Insurance, Gov...