When it comes time to hold a family office retreat as a tool to approach legacy planning, professionals within family offices who are tasked with plan...

The family offices of today are facing unique and often underappreciated challenges in a world of complex and technology-assisted fraud. ...

Family offices have traditionally been a mysterious entity in the wealth management space. Designed to preserve privacy, exclusivity, and prestige, fa...

In the intricate world of family offices managing high-net-worth portfolios, Artificial Intelligence (AI) emerges not as a replacement but a...

Family offices manage a unique set of challenges. With multi-generational wealth, diverse investment strategies, and a constant need for transparency, ensuring efficient and accurate reporting becomes paramount. Traditional reporting methods often struggle to keep pace with these complex needs, lead...

One of the biggest challenges facing family offices is educating the next generation in financial literacy, governance issues, finding their inner pur...

This week, Family Office Exchange (FOX) recognized Katherine Dunlevie, Advisory Board Member of the UHNW Institute, and Scott Peppet, President of the...

From Ohio school computers to nationwide hospital operations and Donald Trump’s presidential campaign, cyberattacks are compromising vast areas of soc...

Keywords: ACT, wealth management, FOX, underserved, small business, housing Imagine a small business in an underserved community that wants to grow...

Where do SMA's stand in Q1 and Q2 2024? There is a common perception in the investment world that active managers have an advantage over passive ma...