FOX Series

What are the primary business challenges that your solution addresses?Knowledger is a technology tool that efficiently moves data from a custodian source, housing the data, and creates all the journal entries into your general ledger. Knowledger provides a digital solution to manage the massive amou...

What is the biggest impact your solution is having in family offices? SEI Family Office Services is a technology and outsourcing provider using the Archway PlatformSM to aggregate family assets and serve as a central data hub for accounting and back office services. By providing families...

What are the primary business challenges that your solution addresses? Addepar is a reporting solution for a broad range of advisor and family office needs, with the ability to provide a comprehensive but also simplified picture of complex wealth. Their technology is distinctive in how it r...

We have come a long way from the days when Artificial Intelligence (AI) was primarily a research project in academia or in the corporate world, and the size of the market opportunity was unclear. Today, the transformative power of AI is well recognized and the dollar value generated by AI is estimat...

In our May 26th FOX Virtual Member Exchange, we discussed the factors to consider when planning to open your Family Office. The below steps are critical to consider in addition to monitoring state and local regulations. In addition to working with your building management team, there are also guidel...

As families of wealth and their Family Offices consider future success strategies, how ready are they to adapt? In this excerpt from our 2020 FOX Foresight publication, FOX Chief Operating Officer, Glen W. Johnson, talks with Dr. Jim Grubman about the approach he uses to help families and their Fami...

COVID numbers have turned up – for the worse. Given the large spikes in new cases, hospitalizations and positive test rates across the United States, it is difficult to ignore the conflict between economic growth and crushing the pandemic. This tension between economic growth and efforts to stop the...

In our May 12 FOX Member Exchange, we asked a live polling question “Describe the best meeting you’ve been to. What made it great.” The responses varied but what continually stood out, and was a recurring theme throughout the presentation, showing up in the chat box and in member questions. ENGAGEME...

As we work to process the tragic deaths of George Floyd, Breonna Taylor, Ahmaud Arbery, and countless others through the generations, we feel compelled to speak out. Discrimination is the greatest threat to a community built on belonging and acceptance. It cuts to the core of who we are and what we ...

We are dedicated to supporting your growth through industry leadership and forward thinking at our forums and workshops. FOX will continue to deliver value by helping you see what’s coming; systematically sharing firm best practices and lessons learned; and identifying your closest peers and strateg...