More family offices are embracing emerging technologies to optimize their operations and prepare for future opportunities; however, success hinges on establishing a clear future-state vision, documenting business requirements, assembling the right team of people, and implementing the right technology solutions at the right time. It’s a digital transformation that uses a holistic approach to encourage stakeholder engagement and bring operational efficiencies and lasting value to the organization.
Digital Transformation
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Professor Wolcott will preview his new book, PROXIMITY, forthcoming from Columbia Business School Publishing March 2024. While everyone witnesses the dramatic changes underway as a result of digitally-enabled technologies from Generative AI and data analytics to rooftop solar and additive manufacturing, few have noted one common force they all exert across industries. Digital technologies push the production and provision of value ever closer to the moment of actual demand in time and space.
Tax Innovation Guide
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With the accelerated pace of technology advancements in addition to tax policy changes that require tax teams to synthesize immense amounts of data, tax departments must fully embrace technology to be able to deliver valuable insights and tax planning strategies. This Tax Innovation Guide outlines how to modernize and future-proof your tax practice to navigate the increasingly complicated web of tax laws and regulations, increase the tax department’s adaptability, and gain insights to inform and drive business strategy.
As family offices turn their attention toward achieving operational excellence, they are facing tremendous challenges and opportunities to maximize efficiency and productivity across the enterprise amid constant change and uncertainty. As shown in this report by RSM, it’s the technology and talent considerations that rank as a top concern for many family offices. Additional feedback and key insights on it are provided from more than 500 family office executives, family members, and their advisors.
Join our FOX Chief Technology Officer and a panel of Partner experts for a discussion on new software, future paths of technology, A.I., and technology services for advisors and family office. Use this opportunity to ask your own questions to a group of experts in the family office technology space. Jeff Coyle, Founder & CEO, Libretto Nicole Eberhardt, CEO, Ledgex Murali Nadarajah, CIO, Eton Solutions Kent Lawson, Chief Technology Officer, FOX
Wendy McCoy, former Global Offering Leader for IBM bringing AI solutions to market, shares her insights into the advances of Artificial Intelligence and how Family Offices are likely to be impacted by these technologies, both now and in the future. Walk away with practical information you can use today, as well as tips for approaches to avoid and when to use caution. Wendy McCoy, Chief Strategy Officer, Ledgex Kent Lawson, Chief Technology Officer, FOX
Using Technology to Elevate Client Engagement and Experience | 2023 FOX Technology Showcase
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Meeting client needs has always been core to family offices and financial institutions serving ultra-high-net-worth families. But what if you could augment your operations to better serve your end-clients? Join SEI for an open dialogue that focuses on how leveraging technology, human connection, and scalable processes can help enhance the client experience and increase engagement with end-clients.
How do we build cohesive multi-generational financial strategies? | 2023 FOX Technology Showcase
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How do we advance the family mission while solving for the unique needs of each generation? This session presents a framework for designing cohesive financial strategies that embody a family’s mission and address objectives spanning multiple generations. Jeff Coyle, Founder and CEO, Libretto Kent Lawson, Chief Technology Officer, FOX
Technology providers need to facilitate access to all Investment data. Sitting at the confluence of a multitude data providers your technology solutions need to have the capacity to manage data. Flexibility and access to data is critical and it empowers the family office to view and analyze their total wealth in any way they want, whenever they want. Things to consider…
How to Drive Automation Through a Wall of Recession
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Intelligent automation has become a fundamental part of driving efficiency in business. To achieve the best ROI even in an economic downturn, start by understanding the automation capabilities and identifying the benefits you need the most. Once you identify the benefits, find out where you can achieve them with an opportunity assessment that can be adapted to address unique situations or to include other technologies in the automation spectrum.