FOX Series

Today’s technology moves at an exceedingly rapid pace. How do family offices stay ahead of the curve and plan for the future? Three experts offer insight as part of FOX’s recent Technology Showcase:Diana Ermini, Director of Financial Services Vertical at Sage IntacctRyan Kerry, CEO at KnowledgerMary...

During the Covid-19 pandemic, it’s especially helpful to understand decisions that our peers are making around technology within the family office space. In that spirit, FOX provides this informative and insightful feedback from the attendee survey at our recent Technology Showcase.Here’s what respo...

SEI Family Office Services is an award winning, integrated back-office platform delivering a wide range of technology solutions for family offices. With 18 years of experience in serving family offices, SEI has over 220 clients and $365 billion in assets on the SEI platform. They serve eight of the ...

New technologies abound in our modern world. Here Dr. Peter Boumgarden, Professor of Practice Strategy & Organization at Washington University in St. Louis, shares insights around innovation and technology as relevant to the family office.Boumgarden believes that we cannot separate technology an...

Founded in 2010, Masttro is a privately held wealth management technology company providing an integrated platform for family office enterprises. Masttro serves both single and multi-family offices and financial services institutions across 24 countries.Padman Perumal, CEO of Masttro Americas, asser...

There is often confusion over what exactly is the vertical approach to venture investing. Constance Freedman, Founder and Managing Partner of Moderne Ventures, explains that vertical investing is simply another way to look at venture investing, by approaching it with a sector focus, or a vertical fo...

The future of money is a timely yet complicated topic, especially with cryptocurrency in the mix. Thomas Anderson, Author of Money without Boundaries, shares foundational facts about money, and answers questions around the cryptocurrency ecosystem.The U.S. debt has quintupled in the last 20 years, w...

Innovation often comes out of conflict or hardship that forces us to develop new ideas and a new mindset to solve and overcome the conflict. Robert Wolcott, Co-Founder and Chairman of TWIN Global, asserts that the Covid-19 pandemic is such a time, when so much around us is changing, innovation is bo...

What is social impact investing? Is it reliable? Should you use it? Basically social impact investing is an investment strategy and a tactic to address pressing social and environmental challenges.Impact investing uses a range of approaches that vary based by personal goals. Some investors look at t...

While Coronavirus looms large in the second half of 2020, it can feel like anyone’s guess as to the future of our economy. This pandemic crisis is like no other, so it seems like a losers game to make predictions. However, Jeff Brown, Founder and Managing Partner at Political Economy, LLC, believes ...

We all know the fundamental rule of investing is diversification. The more money that goes into any one area of a portfolio, generally the lower the returns. Diversification is especially critical in this Covid-19 era. Now more than ever families are looking for investments that can help them achiev...

First we had computers, then we had mobile phones, and then the cloud. Now we have AI. Artificial Intelligence. AI has been around for 30 years, but is currently growing rapid fire. Rudina Seseri, Founder and Managing Partner for Glasswing Ventures, explains the power of this booming technology.By d...

We are delighted to share important highlights from the 2020 FOX Global Investment Survey. FOX produces this annual survey of 120 family offices, and offers insights into what these family enterprises are doing right now around investments.While the survey is focused on the end of 2019, it includes ...

Why is it when two people experience the same event, one person is overwhelmed and stressed, yet the other person is fine, and might even grow from it? What are these two people doing differently?Now more than ever, as we grapple with the incredible disruption of Covid-19, people are raising the que...

Wealth advisors round the globe are asking, “How do we connect with our clients in a meaningful way, when we can’t be in the same room?” In this new world of increasing virtual reality, screen fatigue is real, and advisors have had to quickly pivot and rethink how to meet the needs of clients, while...

The top three best practices in developing relationships are active listening, emotional intelligence, and building trust. Neuroscientific research on oxytocin – the trust and relationship molecule – reminds us that in every initial interaction with a human being we have two subconscious questions:D...

In today’s fast-paced and media-driven environment, wealth advisors see themselves as everything from a trusted partner to an educator to a financial therapist. Today’s advisors must be great listeners, crisis managers and transparent communicators. They must have a high IQ, and an equally high EQ. ...

The Covid-19 pandemic has undeniably impacted client service across the globe. As various trends emerge from this new normal, one issue wealth management firms must address is technology. How are the most successful firms approaching technology and innovation? And is my firm on the right track?The p...

In June, the IRS announced that it will begin a new campaign to audit hundreds of high net worth individuals after they reopen their offices on July 15th, 2020. To learn about who should be concerned and what to do, Scott Winget, Enterprise Market Leader for Family Office Exchange interviews Leigh G...

What is the biggest impact your solution is having on family offices? Sage Intacct is a best-in-class cloud accounting and financial management software solution that provides powerful, measurable value to family offices. One family office, a real estate investment firm, gained vastly increased rev...

What are the primary business challenges that your solution addresses? Founded originally by a family office 130 years ago, Northern Trust is a global financial services company, serving clients across the US and throughout Europe, Asia, Australia and the Middle East. Northern provides holistic fam...

What is the biggest impact your solution is having in family offices? Masttro is a wealth management financial technology company, originally developed by a global multi-generational family office. Today the technology is used by a diverse group of family offices across 24 countries. The platform o...

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...