FOX Series

Onboarding New Technologies: Four Must-Haves for Success

17 November, 2022
Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding re...

Giving As a Team Sport

14 November, 2022
We are a team of large-scale donors, philanthropy advisors and technologists committed to making philanthropy more accessible, effective and meaningfu...

Creating a Best-in-Class Client Experience in your Family Office

8 November, 2022
The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a clou...

Bridging the Digital Privacy Gap

31 October, 2022
360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology exp...

Leveraging Finance and Accounting Outsourcing for the Family Office

23 September, 2022
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting ser...

The Changing Nexus in Family Office Technology: Managing Data is More Important than Reporting

31 August, 2022
The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-na...

2022 FOX Family Office Forum Recap – Day 2

21 July, 2022
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices...

2022 FOX Family Office Forum Recap – Day 1

21 July, 2022
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices...

What Are Stablecoins?

11 July, 2022
Circle was founded on a belief that blockchains and digital currency will rewire the global economic system, creating a fundamentally more open, inclu...

The Evolution of Family Office Reporting

26 April, 2022
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions...