FOX Blog

Timely insights from FOX experts, members and industry authorities.

2022 FOX Family Office Forum Recap – Day 1

Jul 21, 2022
 Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisor...

Family Office Trends for 2022

28 January, 2022
 

BEST PRACTICES: DISTINGUISHING BETWEEN A TRUE FAMILY OFFICE SERVICE PROVIDER AND A MASS AFFLUENT/HNW/UHNW OPTION

5 November, 2021
Rockit® Solutions is a technology-enabled Global Family Office (GFO) solution provider focused on single and multi-family offices with unique needs. Given our DN...

2021 FOX Family Forum - October 28 Recap

Nov 3, 2021
 Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisor...

The Role of Independent Board Members – Bringing New Insights to the Family (from the 2021 FOX Family Forum)

3 November, 2021
 Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisor...

2021 FOX Family Forum - October 27 Recap

3 November, 2021
 Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisor...

Using Technology to Solve Multi-Entity Ownership Structures

26 August, 2021
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FOX Family Office Forum Recap - Day Two

Jul 22, 2021
 Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisor...

Family Office Forum Recap - Day One

Jul 21, 2021
 Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisor...

FOX Technology Showcase Recap, Day Three

Jun 18, 2021
Yesterday’s Showcase featured the following speakers, and a summary of each session is included below:

FOX Technology Showcase Recap, Day Two

Jun 17, 2021
Yesterday’s Showcase featured the following speakers, and a summary of each session is included below:

FOX Technology Showcase Recap, Day One

Jun 16, 2021
Tuesday’s Showcase featured the following speakers, and a summary of each session is included below:

Preparing for the FOX Technology Showcase, June 15-17

Jun 9, 2021
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 ...

Corporate Transparency Act: Beneficial Ownership Disclosure Requirements Are Coming

25 February, 2021
Each year, more than two million corporations, limited liability companies (LLCs), and other entities are formed in the United States. Historically, formation of...

Rising Gen Roles in the Family System: The Challenges and Opportunities

Jan 28, 2021
My colleague, Heather Abramson, and I had the pleasure of leading the FOX Rising Gen Forum in October 2020, which brought together family members in their 20s, 3...

Death, Disability, Divorce, and Disputes: Know What Your Company’s Governing Documents Dictate in the Event of a Crisis

4 January, 2021
2020 was an unprecedented year for business owners. It brought a pandemic, a deep recession, a civil rights movement, and civil unrest in cities across America. ...