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 accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Daily Review of the FOX Technology Showcase is prepared in partnership by Erin Hulse of Deviate Consulting, a FOX Technology Resource Partner, and by K...

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 accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Daily Review of the FOX Technology Showcase is prepared in partnership by Erin Hulse of Deviate Consulting, a FOX Technology Resource Partner, and by K...

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 utmost importance to us. With Red Five as a partner, you can be assured that you will benefit from the highest standards of ethics and excellence. Multi-Family Offices (MFOs) should proactively consider new cyber security compliance laws and regulations, both here and in foreign jurisdictions, t...

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 families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. The Evol...

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 reporting, general ledger accounting, partnership accounting, transaction initiation and document management. What makes for a "killer" family office application? What do ultra-high net worth individuals believe is missing from their family offices? What does the client value mo...

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 reporting, general ledger accounting, partnership accounting, transaction initiation and document management. Across multiple surveys of family office software users, cybersecurity is consistently the single most important and commonly identified item of con...

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 families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. At SEI F...

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 reporting, general ledger accounting, partnership accounting, transaction initiation and document management. Introduction Charles Darwin wrote that the strongest and most intelligent members of a species are not the ones that survive. Instead, th...

Rockit® Solutions is a technology-enabled Global Family Office (GFO) solution provider focused on single and multi-family offices with unique needs. Given our DNA originated out of servicing the complex needs of the Rockefeller family office, we are one of the most experienced providers bringing together the diverse service and reporting needs of a family office. We are frequently introduced to family office prospects looking for some “simple” combination of reporting, aggregation, and analysis. Often times, they indicate that they had already discounted other vendors due to a missing core ...

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 accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → FOX is back in person! Last week, family members, offices executives, and their advisors joined together to hear and discuss how families have achie...

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 accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → FOX is back in person! Last week, family members, offices executives, and their advisors joined together to hear and discuss how families have achie...

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 accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → FOX is back in person! Last week, family members, offices executives, and their advisors joined together to hear and discuss how families have achie...

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. For decades, investors had to sacrifice accuracy for operating scale. The choice was always between hiring multiple people to perform manual data entry and verification checks to ensure tax-level accuracy ...

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 families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-a...

Sage Intacct is the only and preferred provider of the AIPCA for cloud financial management. Specializing in helping a variety of Financial Services firms — including family offices, asset man...

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, cash income, and more is efficiently reviewed with flexible reporting and customized dashboards. Our secure and innovative platform ensures data integrity while preserving the privacy and confidentiality of your information. The family office technology landscape is und...

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 reporting, general ledger accounting, partnership accounting, transaction initiation and document management. Family offices use various multi-owner entity structures such as partnerships, Limited Liability Companies, Sub- S corps, Common Trust Funds, among others, to provide a...

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 accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Exploring Trust with Technology Clara Durodié Redefining Trust: Tra...

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 accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → 2021 Trust and Estate Planning Update Jason Kohout and John Nuckolls Audience poll: Which planning have you considered most recently? Gifting to ...

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 accounting, portfolio accounting and wealth management suites prominent in the industry. Learn More About Deviate Consulting → Our focus in today’s blog post is on how to get the most out of the Family Office Forum. Depending on your role within your organization or y...

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, Principal, Technology Solutions, Rehmann Threat Vectors – How the bad guys get in Phishing and ransomware Compromised credentials Weak passwords Trust relationships and propagation Poor encryption Unpatched vulnerabilities Misconfigurations Malicious Insiders Zero Day and Unknown Met...

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 1989 in Chicago, with offices in Chicago, Madrid, New York and Dallas The FOX Member Community has 770 Wealth Owners from 330+ Families 2,550 Family Office Engaged Staff Members 3,695 Advisors from 107 Firms 12,000 Followers of the FOX Public Network $500MM Investable Wealth of Members 64% Operat...

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 Founder, Cybermaniacs , and Angelo D’Agostino, Cybermaniacs Head of People and Founder, HCG Advisors Cyber risk is exploding! Hackers are targeting humanware – In 2020, work from home was up 53%, and phishing was up 300% Having a security audit for your family is essential Rule of thumb – if...

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 most out of the demos, as well as a longer, downloadable checklist that you can use to dig into more details. I will be posting a recap at the end of each day if you happen to miss any of the sessions, and feel free to reach out with questions! General Tips: Pick a Demo and Stick with...

Each year, more than two million corporations, limited liability companies (LLCs), and other entities are formed in the United States. Historically, formation of these entities required little to no disclosure of their beneficial owners. Though most people use these entities for lawful purposes, certain bad actors have taken advantage of this information void for illegal activities. On January 1, 2021, the U.S. Congress passed the National Defense Authorization Act for 2021, which included the Corporate Transparency Act (CTA), requiring the disclosure of beneficial owners. While i...