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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?Insights and Key TakeawaysAddepar is ...

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....

We expanded the former Family Office Forum Technology Showcase into a three-day, standalone, virtual experience.Learn about the latest technology disruptions and attend demos of family office software solutions from a variety of leading vendors. Explore the new ways they can help you improve office operations. And hear from the vendors about the be...

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 Consult...

Identifying the trends and issues affecting families of wealth is a large part of our mission at FOX. We explored what’s top-of-mind for members through the latest results of our 2020 Global Investment Survey.Insights and Key TakeawaysWe are delighted to share important highlights from the 2020 FOX Global Investment Survey. FOX produces this annual...

Due to the ongoing pandemic, the 2020 FOX Global Investment Forum was held in a virtual setting. Over the course of four days, the FOX community’s most sophisticated private capital investors explored what’s on investing’s horizon, including emerging technology, social impact, and trending opportunities.The forum provided an opportunity to connect ...

With almost all meetings now happening virtually, how are firms establishing and growing client relationships? Demonstrating your firm’s capabilities, better understanding client needs, maximizing touchpoints, and building deeper client relationships are all important client engagement goals. In this session, leading family learning and events prof...

Moderated by FOX’s David Toth, we’ll hear from three prominent wealth advisors regarding the advisor role, how they see the role evolving, the technology influencing what they do and how they do it, and the skill sets they seek in the next advisor generation.Presenters:Thomas P. Melcher, Managing Director, Director of Family Wealth, GlenmedeJack Th...

The family office of the next decade will have the opportunity to offer a broader array of services for their family clients – from financial health, personal health and security, lifestyle management, property management, business management to risk management across all these dimensions. The talent transformation will be a critical challenge – re...

Following a briefing on how technology will reshape the role of the family office and wealth advisor in the coming decade, we will hear from leaders who are on the front lines of that change. Wayne Osborne will share new insights into buying behavior among wealth owners as they come to trust, and rely on, technology. Maurizio Petta will share persp...

Each business owner and business-owning family are unique, with distinct characteristics and interests. Our presenters will share insights from FOX proprietary research and their own experiences working with business owners to lead a discussion on how advisors can help families manage challenges, navigate transitions, and engage in difficult conver...

Representatives from a Gen 4-7 New Zealand family will share their plans for keeping 200+ family members connected and committed to the family enterprise. They will highlight their recent initiatives to foster family engagement and collaboration. The Todd family office leader will describe the changes that have occurred in the office to ensure clie...

Two leaders in a Gen 3 cousin’s group from Barcelona will share their transition described as “many years in training to finally moving to the playing field” in their Enterprise Family. They will outline the triggering event for their transition, the process they went through to define their Gen 3 vision for the future together, and how they used t...

Ricard Hojel was a unique Mexican business owner who preferred partnership over personal control. He launched several companies in his lifetime, maneuvering past physical handicaps thanks to the tremendous support from his wife, Phyllis C. Hojel, and their four children. At the time of his death, he had an extensive network of business owner peers,...

What does it mean to be an engaged and responsible beneficiary? We will explore the roles and responsibilities of a trustee, and learn from a father-daughter team about how they make the trustee-beneficiary relationship work. We will understand the roles each party plays and how to effectively approach trust-related communications.Robert Hammett, V...