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4 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 ...

How Does the Family Live in 'The Plan' | 2023 FOX Family Forum
Publish Date:
Oct 24 2023

The fundamental question – “Will the family live in the plan?” – that Jay Hughes, Mary Duke, and Stacy Allred are asking in their latest research and upcoming book offers a cautionary story for both families and their top advisors. Without the appropriate focus on the family’s qualitative capital, and most importantly, their human capital, the plan...

Cyber Threats: Key Takeaways from a Global Financial Firm | 2022 FOX Technology Showcase
Publish Date:
Jun 16 2022

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...

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. ...