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, housin...

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 Platf...

What are the primary business challenges that your solution addresses?

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 t...

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 consi...

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 publi...

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 diffi...

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...

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 ...

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 he...

With social distancing changing how work is done, a whole host of business continuity issues are affecting family offices. During a recent Member Exchange dialog...

Want to know how to best support your IT teams amid the ongoing COVID-19 crisis? Here are a few tips on how you can help make the best of this situation. Ex...

  

Today’s EnvironmentToday more than ever, with exponential change and global interdependency resulting in ever-greater complexity, epitomized by the Coronavirus p...

Previously published in Family Business MagazineDramatic change is on the horizon, and multigenerational businesses are facing critical transition issues as owne...

Revisit 2019 content from Family Office Exchange (FOX) as we celebrate 30 years of providing members with objective guidance, peer exchange, and continuous learn...

In this episode, Todd Kellerman and Tim Wray, cofounders of V3 Limited, discuss lessons learned from the past and offer some insight into current family office i...

In this episode, Jacqueline Valouch, head of philanthropy at Deutsche Bank Wealth Management talks about the role of philanthropy in onboarding the next generati...

In this episode, we pick the brain of Robb Lanham, Chief Sales Officer at HUB International. In his role, Robb works with family offices to develop creative solu...

In this episode, we sit down with Karen McNeill, Head of Family History at Ascent Private Capital Management of U.S. Bank, to discuss her fascinating role in res...

In this episode, Tina Milligan, Managing Director at BMO Family Office, part of BMO Wealth Management, illustrates the importance of family meetings.

Every year at this time I get questions from our members about shared family vacation homes. "How are other families scheduling usage?" "How are expenses shared?...

Most people feel honored when they are tapped to serve as trustee of a family trust. It is an important leadership position as well as a powerful role in ma...

The yacht insurance market is dramatically changing in terms of available capacity and cost. As vessels get bigger and more sophisticated, clients worldwide are ...

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