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4 results found
Crafting a Family Charter to Ensure Family Engagement | 2023 FOX Family Forum
Publish Date:
Oct 24 2023

This session with the Salgar Family will provide background on the transitions underway in their family and how they used the Family Charter / Constitution to reaffirm the family values, align their goals, and organize their governance process. As part of the move from the first generation to the leadership of Gen 2-3, the family outlined the key c...

An Optimistic Outlook for Family Transitions | 2022 FOX Family Forum
Publish Date:
Oct 24 2022

Join FOX for a moderated keynote with internationally recognized author and consultant, Dr. Jim Grubman. The session will explore an exciting trend and share examples of families that are taking a more positive approach to family leadership transitions, preparing the rising generation, and keeping the family engaged and cohesive. Jim Grubman, Fa...

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. ...