Join Paul Freeland, Managing Director of SEI Family Office Services, and Rick Fowler, Director of Financial Systems for Petrus Trust Company, as they talk about the dos and don’ts of building out your family office’s technology stack. During this 30-minute fireside chat, Paul and Rick will discuss:• Best of breed versus integrated technology• Considerations for managing your own data warehouse• The importance of implementing the right combination of people, process and technology
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New family office enterprise software can improve operations and advance strategic goals. Modern cloud-based solutions offer more capabilities and security, if fully leveraged properly. How can Family Offices ensure they are procuring the ‘right’ solution for their Family Office, mitigating risk through contract negotiations, and aligning processes and people with best practices during system implementation? Our experts talk about a structured approach, the selection process and steps at a high-level, and speak to a few tips/best practices within the process.
In today's financial climate rules and regulations are constantly changing all while outside threats continue to rise. Join Karen Brooks from Addepar as she addresses some of the less obvious security challenges and the role technology should play in protecting your client.Karen Brooks, CISO/VP of Technology Risk, Addepar
Today’s wealth management landscape, and more specifically the HNW & UHNW sector is growing rapidly with needs of new products and services. They are invested in Specialty Assets such as Private Equity, Partnerships, Hedge Funds, Direct Investments and SPACs are becoming more common and requires special asset servicing and reporting. Specialty Assets require technology in sync with other public securities to ensure straight thru processing for reporting, performance, and partnership accounting and tax.
Cybercrime is the fastest growing crime in the U.S. according to Cybersecurity Ventures. As accessibility to technologies and methods to commit cybercrimes grows, it is critical now more than ever for family offices to stay aware of these issues and take measures to protect against cyber criminals. Join this session to learn about the latest cybersecurity threats and techniques and gain actionable insights on how to safeguard your family office.Jessica Dore, CISA, Principal, Technology Solutions, Rehmann
The way work happens within Family Offices has changed – we are mobile, social, flexible, and adept at change. We trust data and expect technology to provide the solution to make us more efficient, productive and allow us to remain ahead of the curve. This new dynamic has made its way to the role of the CFO, which has undergone more changes in the past five years than the previous 50. This has created a new breed of finance leader – CFO 3.0.
How we talk about money matters. It affects our quality of life and our wellbeing. Too often, today’s consumer culture shapes our money habits and values. This can lead to consequences such as increased stress and diminished wellbeing — regardless of net worth. Nathan will discuss how all of us can think positively and proactively about our finances and our future — including bringing values into the equation when making decisions about money.
What’s the first step in investing if you’re given the opportunity? How do you collaborate effectively within a committee of family members tasked with investing a portion of wealth? If you already have an investment committee formed, how do you report back to the family governing body or refine best practices? These questions and more will be addressed by seasoned FOX members with deep family investment committee experience.
The 2021 FOX Rising Gen Forum is an opportunity for family members in their 20’s, 30’s, and 40’s, at all levels of experience to develop genuine connections with peers in similar situations and explore best practices in overcoming the challenges facing ultra-wealthy families. This virtual forum will unpack the nuances of family investment committees, explain direct investing, go in-depth on family boards, and more, all while allowing attendees to forge meaningful relationships and bond over shared experiences.
Eric will help attendees understand the full range of factors that consumers experience as valuable to them, including both rational and emotional. He will explain how firms can improve their value propositions accordingly and how managers can determine the best way to add value to their offerings.Eric Almquist, Advisory Partner, Bain & Company Moderated by David Toth, Managing Director, FOX