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...

SEI Family Office Services is an award winning, integrated back-office platform delivering a wide range of technology solutions for family offices. With 18 years of experience in serving family offices, SEI has over 220 clients and $365 billion in assets on the SEI platform. They serve eight of the ...

New technologies abound in our modern world. Here Dr. Peter Boumgarden, Professor of Practice Strategy & Organization at Washington University in St. Louis, shares insights around innovation and technology as relevant to the family office.Boumgarden believes that we cannot separate technology an...

Founded in 2010, Masttro is a privately held wealth management technology company providing an integrated platform for family office enterprises. Masttro serves both single and multi-family offices and financial services institutions across 24 countries.Padman Perumal, CEO of Masttro Americas, asser...

There is often confusion over what exactly is the vertical approach to venture investing. Constance Freedman, Founder and Managing Partner of Moderne Ventures, explains that vertical investing is simply another way to look at venture investing, by approaching it with a sector focus, or a vertical fo...