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
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Rehumanizing the Family Office: How to Enable High-Value Humans to do High-Value Work | 2022 FOX Technology Showcase
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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.
Enhancing Your Expertise: Blockchain and Digital Assets | 2022 FOX Wealth Advisor Forum
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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
Welcome to the FOX Member Summit: Blockchain and Digital Assets Peter Moustakerski, CEO, FOX Nathan Hamilton, Vice Chair, FOX
Introduction to The Blockchain and Digital Asset Landscape | 2022 Blockchain and Digital Assets Member Summit
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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
Michael Novogratz shared his journey of founding one of the largest investment firms in the Digital Asset space and his thoughts on emerging technology applications such as Decentralized Finance (DeFi), Non-Fungible Tokens (NFTs), and the Metaverse. Michael Novogratz, Founder and CEO, Galaxy Digital Moderated by Nathan Hamilton, Vice Chair, FOX
The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors.
We rely on – and have come to expect – real-time information to make decisions in every aspect of our lives. Family offices are no different. Unfortunately, many continue to use time-consuming manual processes for getting their data into the systems that need it. As a result, many family offices have been searching for technology solutions that function like additional back-office staff, to free up existing employees to handle tasks that can’t be automated.
Family office technology continues to grow at an exponential rate. While the new technologies are exciting, many family offices are still dealing in old data methods. The technologies of the early aughts are no longer sufficient for future client demands but changing them isn’t like changing a light bulb. What challenges and opportunities should you be ready for? Which systems should you evolve first? What do you need to get your data ready for the transformation? What steps can you take to prepare for the family office of the future and better serve your clients?