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Family offices are increasingly leveraging tools to drive efficiency in the office, such as call scheduling, business intelligence, and client relationship management systems.Kent Lawson, Director, Technology Integration Services, Family Office Exchange Scott Winget, Market Leader, Enterprise Families, Family Office ExchangeInsights and Key Takeawa...

The evolution of family priorities and the acceleration of technological advances are reshaping the future of the Family Office. We shared insights into the Future of the Family office across four pillars of change: Shifts in Family Priorities, Proliferation of Technology, Evolution of Talent Profile, and Rising Importance of Partnerships.Insights ...

FOX’s Kent Lawson moderated a discussion on how family offices are incorporating automation to free resources for higher value add activities, leveraging data to make more informed decisions, partnering with third-parties to fill non-core capabilities, and ensuring it is all done with proper cybersecurity protocols to protect family data.Moderator:...

Originally designed to address the pervasive accounting and reporting issues faced by family partnerships and funds, the Archway Platform has seen its share of evolution. Two decades later and powered by a Relentless Development Philosophy (RDP), the platform forged the path for today’s landscape of family office accounting and investment reporting...

Having Been Described as a Next-Generation Platform that Includes Machine Learning, Artificial Intelligence and Advancements in Cybersecurity, What Technology Trends does Masttro See for the Next 5 Years?Masttro has stated they will help advance the industry with new capabilities that offer greater automation and efficiency and increased client pri...

FOX’s 2019 Benchmarking study showed us a new path that family offices are beginning to take, and so we wanted to understand the challenges and long-term goals that our members are dealing with. This participation session using Mentimeter Surveys was meant to help us to discover and talk about the current technology needs within FOX member offices....

Long-time BlackRock executive, Ruchir Swarup, has joined Addepar as the new CTO, filling the 6-year vacant position. How have Addepar’s strategic plans changed given this significant change to the organization? Will these changes coincide with the family offices using or targeting Addepar as a possible solution?Insights and Key TakeawaysAddepar is ...

Embracing technological change and doing so in a way that drives competitive advantage is difficult. It requires that firms understand which changes are most critical to their core business, how such changes generate strategic opportunity, and finally, how to move with greater agility in these directions when the time is right.In the this session, ...

FOX has brought together multiple service providers to highlight their direction and strategies. Gain insights into how different technology is building to work together and discover how this change in direction empowers family offices to select technologies and solve unique challenges.Moderator: Erin Hulse, Owner, Deviate ConsultingDeviate Consult...

We expanded the former Family Office Forum Technology Showcase into a three-day, standalone, virtual experience.Learn about the latest technology disruptions and attend demos of family office software solutions from a variety of leading vendors. Explore the new ways they can help you improve office operations. And hear from the vendors about the be...

With Covid-19, we've all crossed the Digital Rubicon. Professor Wolcott will offer foresight about the next few years and beyond, and what it might mean for business leaders and investors.Insights and Key TakeawaysInnovation often comes out of conflict or hardship that forces us to develop new ideas and a new mindset to solve and overcome the...

In less than a decade, artificial intelligence (AI) has gone from a fringe research topic to a reality, revolutionizing industries across the sophistication spectrum. If you haven’t implemented AI yet, you soon will. So it’s essential you understand AI’s transformative nature, its real-world successes and future potential, and what sets companies t...

With almost all meetings now happening virtually, how are firms establishing and growing client relationships? Demonstrating your firm’s capabilities, better understanding client needs, maximizing touchpoints, and building deeper client relationships are all important client engagement goals. In this session, leading family learning and events prof...

During and post pandemic affluent consumers of all generations will work remotely more often, enabling them to become more digital, and generating more personal data, than ever before. Milton Pedraza, Luxury Institute CEO, shared insights and recommendations on how human emotional intelligence optimized with innovations in advanced personalization ...

In this keynote session, a tenured wealth management chief technology officer addressed the widening gap between ultra-wealthy clients’ expectations and the actual value delivered. We discussed how firms successfully innovate and work differently to adapt to evolving client needs and will provide insights from our family office membership. Addition...