FOX Series

The pandemic is especially overwhelming as we view of all the headlines in the news and on social media. We don’t yet know the full effect the pandemic – how long it’s going to last or the impact it will have on our health, our families, our businesses or our livelihood. All of this together is why ...

Every other year FOX sponsors a Family Office Compensation and Benefits Survey. The 2020 survey had a total of 201 participants from across the United States, and was based on data collected from June 11-August 7. 60% of participants own one more more operating businesses, and 42% have professional ...

Covid-19 has certainly changed the landscape and created a new normal, along with many decisions and points of challenge. Here Cassie Atteberry (Principal at Talent Outside the Lines) and Neil Kreuzberger (President and Founder of Kreuzberger, LLC) share wise counsel to family offices for managing t...

To be successful in our ever-changing world, family offices need to embrace new technology like never before. The question is, how can a family office technology leader incorporate change to meet family members’ needs. One aspect is by replacing manual processes and older legacy systems with new tec...

In our fast paced world, we see how client needs and expectations are changing the role of the family office. Here, Mindy Earley (Chief Learning Officer at FOX), and Gaby Griffin (Market Leader, Business Owners and Family Executives at FOX), share how the family office can meet these evolving client...

President of the Family Office Exchange, Bill Sullivan, shares key areas of change to help us understand the evolving landscape of the family office.First, as the modern family evolves, families are experiencing a change in priorities and more complex family dynamics are now the norm. Families also ...

"The general rule seems to be that the level of consciousness of an organization [i.e. its capacity and agility] cannot exceed the level of consciousness of its leader." -Fredric Laloux, author, Reinventing OrganizationsThe world that a few months ago seemed volatile, uncertain, complex, and am...

Addepar is a state-of-the-art wealth management platform that specializes in data aggregation and performance reporting for complex investment portfolios. Addepar helps over 400 clients, 40% of whom are family offices, gain global insights across asset class exposures. The Addepar platform has grown...

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...