Responding Swiftly to the Pandemic ChallengeLeading up to 2020, family office technology providers made significant improvements with expanded offerin...

Nathan Dungan thinks frequently and deeply about who and what is shaping our money habits and values. In fact, that will be the focus of his breakout ...

Bill Lyons is the Senior Director for the Institute for Family Culture at Abbot Downing. Here Lyons defines resiliency, shares six domains of resilien...

Here Michael Hotz (Vice President at Asset Consulting Group) and Katherine Kroll (Senior Institutional Sustainable Investing Specialist at Brown Advis...

Stockton Rush founded and leads OceanGate, as CEO of the company dedicated to opening the oceans for human observations and exploration through the de...

One of the most important aspects of the family office today is delivering value through a trusted advisor ecosystem and advancing your partnerships. ...

With the election coming up in November and year-end following – then couple that with a pandemic that has completely disrupted the economy and intere...

Kent Lawson, Director of Technology Integration Services at FOX, explains how we can drive efficiencies by employing technology.In short, efficiencies...

Here Rob Mallernee, a long-time member of FOX and the CEO and System Designer at Eton Solutions, looks at how family offices can use a process driven ...

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 pandemi...