Technology Showcase Snapshot: Deviate Consulting Erin Hulse, Owner, Deviate Consulting
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...
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. ...
Addepar’s Head of Research Ashby Monk and Head of Research Analytics Dan Golosovker are part of a larger team at Addepar dedicated to improving client investment and financial decision-making through data, analytics and technology. In this session, you’ll learn how family offices increasingly rely on our technology and data today to proactively man...
The objective of this session is to uncover if your family office’s accounting, investment performance and tax compliance systems are meeting your needs. We will explore opportunities to automate repetitive manual tasks, manage data, store documents efficiently and securely, confidently budget for investments in new technologies, and more. Mike ...
Burdened by manual, routine, and inefficient processes, your high-value employees are left doing low-value work. Not because they are poor performers; ironically, quite the opposite is true— they are extremely efficient at executing inefficient processes. But, what would their output be if you were to streamline and automate these processes? Imagin...
Blockchain and digital assets are not going away and continue to intrigue. FOX’s Nate Hamilton shares what you should know about this rapidly expanding landscape. Nate Hamilton, Vice Chair, FOX
Peter Moustakerski, CEO, FOX
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...
Michael Novogratz shared his journey of founding one of the largest investment firms in the Digital Asset space and his thoughts on emerging technology applications such as Decentralized Finance (DeFi), Non-Fungible Tokens (NFTs), and the Metaverse. Michael Novogratz, Founder and CEO, Galaxy Digital Moderated by Nathan Hamilton, Vice Chair...
Welcome to the FOX Member Summit: Blockchain and Digital Assets Peter Moustakerski, CEO, FOX Nathan Hamilton, Vice Chair, FOX
This session provided an overview of the Blockchain and Digital Asset industry as well as the evolution of the space and how it got to where it is today. Key challenges related to the future growth of the industry were also shared. Bill Barhydt, CEO, Abra Moderated by Nathan Hamilton, Vice Chair, FOX
Family office technology continues to grow at an exponential rate. While the new technologies are exciting, many family offices are still dealing in old data methods. The technologies of the early aughts are no longer sufficient for future client demands but changing them isn’t like changing a light bulb. What challenges and opportunities should yo...
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...
Trust is the core value in family offices' work. It has been forged over decades and in some cases, generations. Trust has always been fragile, but in the digital space, even more so. How is trust redefined in a world where we will be conducting work mostly digitally? How do we choose technology that builds trust rather than destroys it? What are t...