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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 ...

Join us as we consider conceptual, technical, and qualitative issues and how they can significantly impact wealth transfers at all stages of the succession and transition planning process. The session will provide proven insights, strategies, and actionable steps for attendees to consider when planning and executing transfers of wealth. Whether beg...

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...

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...

It’s no secret the UHNW world is facing a myriad of talent challenges, from increased outsourcing to designing competitive incentive and compensation programs, to convincing the family that the office needs more staff. Join a panel of trusted family office advisors with deep family office HR experience as they address these often-nuanced situations...

Many family offices choose to outsource services for a variety of reasons, including their inability to hire in-house staff for all areas of service. For insights on managing outsourced services, this session features panelists with family office outsourcing experience in functions like tax compliance, payroll, human resources, bill pay, and more. ...

Many family businesses are undergoing or anticipating transitions, prompting the need for trusted advisors more than ever. This session features experts who have deep breadth of experience in helping families manage business transitions and the complexity that comes with them, including new liquidity, helping founders find their next purpose, and m...

Succession and Generational Transition is a key concern for over half of FOX’s family member leaders. Similarly, our rising gen research shows that 53% of the rising gen view leadership and skill development, as well as defining future roles in the family, as a challenge. Together, Sara Hamilton, Founder and CEO of Family Office Exchange, and Mindy...

There are few issues in family business that create more conflict and tension than the employment of family members. The complexities involved and the breakdowns in communication and trust can contribute significantly to the alarmingly high rate of failed intergenerational transitions in family business. The good news is that there is a way for fam...

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...

It's no secret that cryptocurrency markets and the larger digital assets economy have been roiled by recent instability, resulting in discussions about how regulatory initiatives, rising inflationary pressure, and public adoption trends will affect industry participants long term. To help navigate this challenging environment, a collection of ...

The Family Office 5.0 model is changing how advisors deliver services. Strategic partnerships can help family office service providers better focus on delivering core value-added offerings. A roadmap toward that goal will help you meet the evolving needs of family offices and provide best-in-class services.