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Rockit® Solutions combines its technology, personalized client team, and time-tested processes to provide a tailored service for family office professionals and advisors. Comprehensive information regarding your accounts, transactions, investment managers, ca...

The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment re...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment account...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment account...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment account...

Yesterday’s Showcase featured the following speakers, and a summary of each session is included below: Day Two Recap With FOX’s Kent Lawson, Director, Technology Integration Services Cybersecurity for Family Offices: Today's Threats and Mitigations With Jessica Dore, CISA, Pr...

Yesterday’s Showcase featured the following speakers, and a summary of each session is included below: Day One Recap and About the Family Office Exchange With FOX’s Kent Lawson, Director, Technology Integration Services, and Glen W. Johnson, Chief Operating Officer FOX was founded in 198...

Tuesday’s Showcase featured the following speakers, and a summary of each session is included below: Welcome to the FOX Technology Showcase With FOX’s Kent Lawson, Director, Technology Integration Services The Cyber Landscape for Family Offices in 2021 With Kate Brett Goldman, CEO and ...

Today’s blog post is focused on preparing for the technology demonstrations that are taking place during the technology showcase. By now, you probably have an idea of which demos you would like to attend based on the needs of your family office. I have a few general tips to help you get the mos...