Cybersecurity is by no means novel, but in an evolving landscape affected by new technologies, geopolitical tensions, and a larger-than-ever digital footprint, the importance of your family office’s cyber strategy cannot be overemphasized. Join us to learn how SEI’s experience as a regulated financial firm translates to a hyper awareness of existing threats, so that you can ensure your family office is truly doing enough to protect and secure your private client data. Dave Detweiler, Managing Director of Sales, SEI
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Technology Showcase Snapshot: Deviate Consulting Erin Hulse, Owner, Deviate Consulting
Addepar’s Head of Research Ashby Monk and Head of Research Analytics Dan Golosovker are part of a larger team at Addepar dedicated to improving client investment and financial decision-making through data, analytics and technology. In this session, you’ll learn how family offices increasingly rely on our technology and data today to proactively manage their portfolios and risk. We’re also helping family offices model and analyze future portfolio outcomes under various market conditions with our Navigator tool.
This fireside chat will focus on the challenges that family offices are facing today and how to maximize insight into financials. We will identify solutions that Sage Intacct can offer to help streamline your multi-entity management, data security, and transaction automation with artificial intelligence and machine learning technology. Karen M. Hays, Principal Marketing Manager, Financial Services, Sage Kelly Gonyea, Principal Consultant, Financial Services, Sage
Burdened by manual, routine, and inefficient processes, your high-value employees are left doing low-value work. Not because they are poor performers; ironically, quite the opposite is true— they are extremely efficient at executing inefficient processes. But, what would their output be if you were to streamline and automate these processes? Imagine if your most valuable, senior employees could be strategic and proactive—if the humans were empowered to do human work. Robert E. Mallernee, CEO, Eton Solutions
The objective of this session is to uncover if your family office’s accounting, investment performance and tax compliance systems are meeting your needs. We will explore opportunities to automate repetitive manual tasks, manage data, store documents efficiently and securely, confidently budget for investments in new technologies, and more. Mike Johnson, Partner, RSM Tony Wood, Family Office Leader, Principal, RSM This session also includes the Technology Showcase Snapshot: Masttro.
Blockchain and digital assets are not going away and continue to intrigue. FOX’s Nate Hamilton shares what you should know about this rapidly expanding landscape. Nate Hamilton, Vice Chair, FOX
The onset of remote work and other needs in the family office space have accelerated the pace of growth and change. As a result, family offices are increasingly turning to technology to manage complexity, meet family expectations, and grow their wealth. Amid this change, three trends—including owning your data—will help in the selection of the right digital solutions and enable families to flourish now and into the future.
Welcome to the FOX Member Summit: Blockchain and Digital Assets Peter Moustakerski, CEO, FOX Nathan Hamilton, Vice Chair, FOX
This session provided an overview of the Blockchain and Digital Asset industry as well as the evolution of the space and how it got to where it is today. Key challenges related to the future growth of the industry were also shared. Bill Barhydt, CEO, Abra Moderated by Nathan Hamilton, Vice Chair, FOX