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The future is now and with it we are seeing many changes – for family members, for the family enterprise and family office, and for the external wealth advisors the family relies on. The transformation will be predominantly philosophical and cultural, resulting in a sweeping paradigm shift that will deliver better balance between managing the famil...

Our speaker has requested to not share his presentation. The emergence of Artificial Intelligence (AI) is creating tremendous uncertainty – and amazing opportunities – for families, business owners, and advisors. Understanding the possibilities AI unlocks and integrating its transformative power into the family’s systems, governance, and busines...

Professor Wolcott will preview his new book, PROXIMITY, forthcoming from Columbia Business School Publishing March 2024. While everyone witnesses the dramatic changes underway as a result of digitally-enabled technologies from Generative AI and data analytics to rooftop solar and additive manufacturing, few have noted one common force they all exer...

For the past 3 decades, the private wealth industry has been heavily focused on, and dominated by, highly technical disciplines, such as investment management, tax and accounting, and trust and estate planning, with solutions primarily serving the financial capital of enterprise families and the vision of prior generations. The qualitative needs an...

Join our FOX Chief Technology Officer and a panel of Partner experts for a discussion on new software, future paths of technology, A.I., and technology services for advisors and family office. Use this opportunity to ask your own questions to a group of experts in the family office technology space. Jeff Coyle, Founder & CEO, Libretto Ni...

AI is revolutionizing family office services by automating administrative tasks, improving decision-making, and enhancing security. Through automation, AI streamlines back-office operations, freeing up time for strategic endeavors. It enables personalized services by analyzing client data and delivering tailored advice. AI tools strengthen data pri...

We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth and protection of the family’s financial capital as the overriding priority. Today, here is an emerging desire by more families to focus on purpose,...

When a strategic plan is developed with the family's values and mission in mind, it can serve as a family-endorsed and impactful roadmap. In this event session, hear about FOX's work with developing a vision and mission statement, and from a seasoned family governance expert who has worked with families and family offices to create proven strategic...

When you’ve made the decision to protect a collection through insurance, you want to be sure that coverage amounts measure up to the value of your items. Determining proper values can be tricky, as so many variables impact a piece’s worth. Given the ever-changing market, values are in constant flux. That’s why professional appraisals are critical, ...

As technological advances are disrupting and transforming companies in every sector, the traditional investing landscape is also being disrupted. Venture capital is at the core of the transformation and has become a critical component of a long-term investment strategy. With the potential for attractive returns and significant impact to society, ve...

When selecting an insurance advisor, make sure the person is part of the best-in-class group. Use this checklist to help pick the right one for you and your family.

Ultimately, how well your wealth transfer plan fulfills your legacy and meets the needs of the next—and future—generations depends on whom you name as your trustee(s). This makes your trustee selection one of the most critical aspects of an already complex wealth planning process. To help navigate this selection process, work with a framework built...

Third-party vendors can range from custodial companies, to IT services, to professional service firms. Whatever their contracted function, they have access to your physical premises and/or your network data. So how can you make sure that when you’re signing a contract with an outside vendor, you’re not exposing yourself and your clients to excessiv...