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FOX’s Kent Lawson moderated a discussion on how family offices are incorporating automation to free resources for higher value add activities, leveraging data to make more informed decisions, partnering with third-parties to fill non-core capabilities, and ensuring it is all done with proper cybersecurity protocols to protect family data.

Due to the ongoing global pandemic, this year’s FOX Wealth Advisor Forum has gone virtual.

During up markets, like those of the last 10 years, good returns can lull investors into a sense of complacency. But what are their exposures and strategies if markets head down or go sideways? What are the perceived marketplace risks and what questions should they be asking? Which lessons from the past are relevant and which aren’t? We dove into the value of uncorrelated strategies, with a look at alternative investments, including private equity funds and hedge funds.

Originally designed to address the pervasive accounting and reporting issues faced by family partnerships and funds, the Archway Platform has seen its share of evolution. Two decades later and powered by a Relentless Development Philosophy (RDP), the platform forged the path for today’s landscape of family office accounting and investment reporting solutions, evolving to meet ever-changing expectations set into motion by the shifting needs of our family office clients, generational wealth transfers, changes in economic policy and technology innovation.

Having Been Described as a Next-Generation Platform that Includes Machine Learning, Artificial Intelligence and Advancements in Cybersecurity, What Technology Trends does Masttro See for the Next 5 Years?

FOX’s 2019 Benchmarking study showed us a new path that family offices are beginning to take, and so we wanted to understand the challenges and long-term goals that our members are dealing with. This participation session using Mentimeter Surveys was meant to help us to discover and talk about the current technology needs within FOX member offices. As FOX works to build a technology marketplace, understanding the frustrations and concerns in our community will help to direct how to best support our members.Kent Lawson, FOX Technology Advisor

Long-time BlackRock executive, Ruchir Swarup, has joined Addepar as the new CTO, filling the 6-year vacant position. How have Addepar’s strategic plans changed given this significant change to the organization? Will these changes coincide with the family offices using or targeting Addepar as a possible solution?

Embracing technological change and doing so in a way that drives competitive advantage is difficult. It requires that firms understand which changes are most critical to their core business, how such changes generate strategic opportunity, and finally, how to move with greater agility in these directions when the time is right.

FOX has brought together multiple service providers to highlight their direction and strategies. Gain insights into how different technology is building to work together and discover how this change in direction empowers family offices to select technologies and solve unique challenges.Moderator: Erin Hulse, Owner, Deviate ConsultingDeviate Consulting focuses on software consulting and selection for single and multi-family offices.Featuring:Ryan Kerry, CEO, KnowLedger

We expanded the former Family Office Forum Technology Showcase into a three-day, standalone, virtual experience.