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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 ...

The Corporate Transparency Act Final Rule took effect on January 1, 2024. Hear the latest in terms of implementation of CTA and what other family offices are doing in order to gear up to comply with their initial BOI report obligations. Also, you will have the opportunity to get your questions answered and more during the presentation. The discu...

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 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...

Meeting client needs has always been core to family offices and financial institutions serving ultra-high-net-worth families. But what if you could augment your operations to better serve your end-clients? Join SEI for an open dialogue that focuses on how leveraging technology, human connection, and scalable processes can help enhance the client ex...

How do we advance the family mission while solving for the unique needs of each generation? This session presents a framework for designing cohesive financial strategies that embody a family’s mission and address objectives spanning multiple generations. Jeff Coyle, Founder and CEO, Libretto Kent Lawson, Chief Technology Officer, FOX

This session will help attendees understand how to manage the challenging insurance market including steeply rising insurance P&C premiums and canceled policies. Speakers will discuss how to keep premiums down as much as possible and how to work with brokers to ensure you’re considering the best strategies for dealing with this challenging insu...

Our annual cybersecurity update will discuss one of the leading cybersecurity risks to your firm and your clients—ransomware. With the instances of ransomware attacks rising every day, wealthy family offices are particularly attractive targets to cybercriminals. In this webinar, Baker Tilly Cybersecurity Principal Joe Shusko provides insights on ma...

Get a first look at the new FOX research on managing opportunities and risks in the family enterprise. This research focuses on a process for the family to address future uncertainties, recognizing both known and unknown risks a family may face in the 21st century. Families who can embrace change, seek opportunity, and manage uncertainty will ...

Each year, the Global Risks Report, published by the World Economic Forum at Davos, in partnership with Marsh & McLennan Companies and Zurich Insurance Group, is a critical guide to explore some of the major challenges and risks of the world. Understand how decision-makers across the industry can find opportunity amid today’s global chall...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Financial institutions are critical partners of family offices. Security experts cite cyber threats as one of the top risks to financial markets. Financial institutions are continually challenged by the speed of technological change and the increasingly sophisticated nature of threat...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Brent White discussed proven methods of bypassing popular physical security controls and employees, using only publicly available tools and social engineering. See war stories from assessments, and the frightening simplicity of gaining unauthorized physical access to many things...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018In a world where social media makes personal privacy a challenge, how can you keep your family safe? Just as you have a process for evaluating business and investment risks, the process for assessing personal security risks should help you identify areas of vulnerability and outline ...