In today’s fast-paced and media-driven environment, wealth advisors see themselves as everything from a trusted partner to an educator to a financial therapist. ...

The Covid-19 pandemic has undeniably impacted client service across the globe. As various trends emerge from this new normal, one issue wealth management firms m...

In June, the IRS announced that it will begin a new campaign to audit hundreds of high net worth individuals after they reopen their offices on July 15th, 2020. ...

What is the biggest impact your solution is having on family offices? Sage Intacct is a best-in-class cloud accounting and financial management software solution...

What are the primary business challenges that your solution addresses? Founded originally by a family office 130 years ago, Northern Trust is a global financial ...

What is the biggest impact your solution is having in family offices? Masttro is a wealth management financial technology company, originally developed by a glob...

What are the primary business challenges that your solution addresses?Knowledger is a technology tool that efficiently moves data from a custodian source, housin...

What is the biggest impact your solution is having in family offices? SEI Family Office Services is a technology and outsourcing provider using the Archway Platf...

What are the primary business challenges that your solution addresses?

At first glance, news about the art market appears ominous: fairs have been canceled, auction houses have cut salaries, and closed borders have reduced trade. Bu...

We have come a long way from the days when Artificial Intelligence (AI) was primarily a research project in academia or in the corporate world, and the size of t...

In our May 26th FOX Virtual Member Exchange, we discussed the factors to consider when planning to open your Family Office. The below steps are critical to consi...

As families of wealth and their Family Offices consider future success strategies, how ready are they to adapt? In this excerpt from our 2020 FOX Foresight publi...

COVID numbers have turned up – for the worse. Given the large spikes in new cases, hospitalizations and positive test rates across the United States, it is diffi...

In our May 12 FOX Member Exchange, we asked a live polling question “Describe the best meeting you’ve been to. What made it great.” The responses varied but what...

As we work to process the tragic deaths of George Floyd, Breonna Taylor, Ahmaud Arbery, and countless others through the generations, we feel compelled to speak ...

We are dedicated to supporting your growth through industry leadership and forward thinking at our forums and workshops. FOX will continue to deliver value by he...

With social distancing changing how work is done, a whole host of business continuity issues are affecting family offices. During a recent Member Exchange dialog...

Want to know how to best support your IT teams amid the ongoing COVID-19 crisis? Here are a few tips on how you can help make the best of this situation. Ex...

Last year, The Olympic Manifesto, an 1892 manuscript by Pierre de Coubertin, estimated at $1,000,000, sold to an anonymous bidder at Sotheby’s New York for an as...

  

Today’s EnvironmentToday more than ever, with exponential change and global interdependency resulting in ever-greater complexity, epitomized by the Coronavirus p...

Greg McCann is a certified leadership coach and is founder and principal of McCann & Associates.

The recently signed “Phase One” trade deal has led to some optimism surrounding U.S.- China relations. That said, much of the conflict between the two countries ...

The world watched in disbelief last spring as fire ripped through the cathedral of Notre-Dame de Paris. The spire and roof were destroyed, but the structure’s st...