FOX Blog

Timely insights from FOX experts, members and industry authorities.

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Navigating the Waters of Sudden Wealth Increase: A Guide for Liquidity Events

15 March, 2024
At Accordant Global Partners (AGP), we serve some of the most prominent families, corporations and business leaders in the world. We are our clients outsourced C...
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Navigating Prenuptial Agreements: Guidance for Legacy Families

29 February, 2024

Navigating prenuptial agreements for wealthy families and individuals in the dating arena. Expert guidance on sensitive conversations with family and potential spouses is important planning. 

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Catch-up Contributions - Impacts of the SECURE 2.0 Act

21 February, 2024

In December 2022, Congress passed the Securing a Strong Retirement Act of 2022, commonly referred to as the SECURE 2.0 Act. The SECURE 2.0 Act includes a multitude...

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From archaic information to AI automation: A blue ocean opportunity for family offices

20 February, 2024
There’s no limit to the number of hours a family office can spend mired in PDFs and spreadsheets tracking private investments. Information on private investment...
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Navigating Dating Apps: A Guide to Protecting your Privacy

14 February, 2024
With love in the air this Valentine’s Day, there’s no better time to be looking for a partner! The question remains however, where and how do you look and how do...
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The Impact of Technology on Family Offices in 2024

The Impact of Technology on Family Offices in 2024

6 February, 2024
In the ever-evolving landscape of finance and wealth management, family offices are experiencing a paradigm shift propelled by advancements in technology. Tradit...
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The AI Revolution in Family Offices and Wealth Management: Transforming the Uncertainties into a Roadmap for Improvement

2 February, 2024
We humans approach artificial intelligence (AI) with awe, excitement, and apprehension. It's no longer just a trendy topic discussed in boardrooms and technology...
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Managing the Trusted Insider Threat to Your Family: A Comprehensive Approach

Managing the Trusted Insider Threat to Your Family: A Comprehensive Approach

25 January, 2024
At Accordant Global Partners (AGP), we serve some of the most prominent families, corporations and business leaders in the world. Our purpose is to ensure the fa...
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Inflection Points: 4 for 24: Themes to Watch for Next Year

11 December, 2023
Investors always have a lot to worry about, and the current environment is no different. Markets continuously climb walls of worry. One day interest rates are th...
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Shannon Kennedy receives inaugural Glen W. Johnson Legacy Award at FOX Family Forum

27 October, 2023
This week, Family Office Exchange (FOX) recognized Shannon Kennedy, Head, BMO U.S. Wealth Management, as the inaugural recipient of its Glen W. Johnson Legacy Aw...
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The 3 most critical questions to ask when selecting family office technologies

26 October, 2023
Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth...
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2023 FOX Family Forum Recap – Day 3

25 October, 2023
Enjoy a recap of Day 3 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC. Anticipating Change in the Family and the Family Enterprise ...
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2023 FOX Family Forum Recap – Day 2

25 October, 2023
Enjoy a recap of Day 2 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC. Industry Founders Panel: The Evolution of Wealth Sarah Hamil...
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Avoiding the December Mad Scramble

24 October, 2023
“Are we all procrastinators?” There are a lot of ways to answer the question of why ~30% of charitable giving in the U.S. happens in the last month of the year,...
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The Family Office Industry Supports the Evolving Family Enterprise

26 July, 2023
As published in The Journal of Wealth Management's 25th Anniversary Issue (Summer 2023). The dramatic growth of the family office industry in the 1980s was spar...
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2023 FOX Family Office and Wealth Advisor Forum Recap – Day 2

11 July, 2023
Enjoy a recap of Day 2 of the 2023 Family Office and Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting, LLC. Welcome and Exploring Emerging Them...
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2023 FOX Family Office and Wealth Advisor Forum Recap – Day 1

11 July, 2023
Enjoy a recap of Day 1 of the 2023 Family Office and Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting, LLC. Welcome to the Forum Scott Muench,...
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Investing in Your Family’s Mental Health

14 June, 2023
Investing in the mental health of each individual and the family supports family unity, trust, mission, and financial success. Mental illness is present in o...
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The family office journey toward operational excellence - Technology and talent considerations present challenges and opportunities

9 June, 2023
As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by providing the righ...
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Advancements in Investment Reporting are Helping Family Offices Improve their Risk and Portfolio Management Strategies

23 May, 2023
Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth...
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Is your family office reaching its full potential? How to unlock the value of your people, processes, technology and data

5 April, 2023
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3 Best Practices When Integrating Family Office Technology

22 February, 2023
Entole is transforming the Family Office Industry, one family at a time, through increased transparency and interoperability for wealth owners and their truste...
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InfoSec Roles & Considerations for Family Offices

21 February, 2023
360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission ...
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Ultra-High-Net Worth (UHNW) Giving Guidance

20 February, 2023
“How much should I be giving?” This recent question from a member of the Ultra-High Net Worth (UHNW) community gave Giving Place and FOX the chance to collabora...
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2023 Accounting and Finance Predictions

26 January, 2023
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