FOX Blog

Timely insights from FOX experts, members and industry authorities.

3 Best Practices When Integrating Family Office Technology

Feb 22, 2023
Entole is transforming the Family Office Industry, one family at a time, through increased transparency and interoperability for wealth owners and their trusted advisors. Every day, technology becomes a greater part of our lives. Everywhere we look, computers and technology are at work: the phone...

InfoSec Roles & Considerations for Family Offices

Feb 21, 2023
360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission is to protect the digital identity, reputation, and security of high-profile executives, athletes, and high net worth families. Within the...

Ultra-High-Net Worth (UHNW) Giving Guidance

Feb 20, 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 collaborate on what the data says and how we can interpret it to support community members. Giving is always a personal decision, depending on...

2023 Accounting and Finance Predictions

Jan 26, 2023
Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class system, our cloud accounting software products and financial management solutions deliver deep accounting capabilities across multi...

Building a Better Family Office Framework for 2023

Jan 23, 2023
Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Innovator by CIO Review. As we enter 2023, portfolio ...

Cybersecurity Tips that Every Family Office Should Know

Dec 15, 2022
How to safeguard sensitive data in a hyperconnected world In today’s rapidly evolving cyberthreat landscape, many ultrahigh net worth individuals and families are prime targets for carefully crafted cyberattacks. Family offices, including virtual and single-family offices, can serve ...

Year-End Technology Recap: 2022

Dec 13, 2022
Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single and multi-family offices. Our software focus includes QuickBooks and multiple investment accounting, portfolio accounting and wealth management...

3 Common Family Office Technology Myths [And What to Expect Instead]

Dec 05, 2022
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy fam...

Onboarding New Technologies: Four Must-Haves for Success

Nov 17, 2022
Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. We’re helping our clients unlock the power and possibility of more informed, data-driven investing and advice. Your digita...

Giving As a Team Sport

Nov 14, 2022
We are a team of large-scale donors, philanthropy advisors and technologists committed to making philanthropy more accessible, effective and meaningful. We are primarily funded by a family office and have focused our product development on solving the challenges of effectively managing the complex p...

Creating a Best-in-Class Client Experience in your Family Office

Nov 08, 2022
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,...

Bridging the Digital Privacy Gap

Oct 31, 2022
360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission is to protect the digital identity, reputation, and security of high-profile executives, athletes, and high net worth families. ...

Leveraging Finance and Accounting Outsourcing for the Family Office

Sep 23, 2022
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developin...

The Changing Nexus in Family Office Technology: Managing Data is More Important than Reporting

Aug 31, 2022
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, inv...

2022 FOX Family Office Forum Recap – Day 2

Jul 21, 2022
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...

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 advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment account...

What Are Stablecoins?

Jul 11, 2022
Circle was founded on a belief that blockchains and digital currency will rewire the global economic system, creating a fundamentally more open, inclusive, efficient and integrated world economy. We envision a global economy where people and businesses everywhere can more freely connect and transact...

2022 FOX Technology Showcase, Day Three Recap

Jun 17, 2022
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...

2022 FOX Technology Showcase, Day Two Recap

Jun 16, 2022
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...

2022 FOX Technology Showcase, Day One Recap

Jun 15, 2022
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...

Multi-Family Office Cybersecurity Considerations

Jun 01, 2022
Red Five’s mission is to ensure bad things don’t happen to good people. We provide our clients with world-class solutions for privacy, security, and resiliency. We proactively and professionally address our clients’ needs in a timely, effective, and ethical manner. Your privacy and safety are of the...

The Evolution of Family Office Reporting

Apr 26, 2022
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy fam...

A "Killer App" for Today's Family Office

Mar 08, 2022
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 aggreg...

Next Generation Security Frameworks for Single and Multi-Family Offices

Mar 04, 2022
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 aggr...

Data, People and Process: Key Considerations for Family Offices Implementing a Wealthtech Solution

Feb 16, 2022
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy fam...

Family Office Trends for 2022

Jan 28, 2022
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 aggregat...