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As we all know, technology is changing our world. To start, it’s everywhere. Over 6 billion smartphones are predicted to be in use around the world by the end of 2020. This presents us with a tsunami of data that can be processed cheaper, faster and better than ever before. More data has been created in the last two years than in the entire history...

It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—one who not only meets your family or family office’s up-front needs, but also aligns with your sensibilities. The selection process can be further complicated without firsthand proficiency in insurance industry standards, trends, and best practices.Before t...

There’s no such thing as a neutral investment. Investments either have a positive or negative impact on society. Impact investing addresses these pressing social and environmental challenges through a range of investment approaches. Impact investments can be made in both emerging and developed markets as well as across a variety of asset classes.&n...

Note: This case study is based on Jill Barber’s work as President of CYMI Holdings. The “I” statements refer to her. As a long-term professional in the family office, I was selected as the president of CYMI Holdings in the fall of 2018. My vision was that I wanted to create a more collaborative organization where we pushed decision-making down into...

2020 was an unprecedented year for business owners. It brought a pandemic, a deep recession, a civil rights movement, and civil unrest in cities across America. While it’s tough to prepare for the unprecedented, companies are routinely faced with four serious challenges that should be addressed in their plans and governing documents: when an owner ...

My colleague, Heather Abramson, and I had the pleasure of leading the FOX Rising Gen Forum in October 2020, which brought together family members in their 20s, 30s, and 40s to discuss the issues they face as part of the next generation. The challenges we heard them express fell into five categories: Defining Future Roles in Family Communicati...

Today’s blog post is focused on preparing for the technology demonstrations that are taking place during the technology showcase. By now, you probably have an idea of which demos you would like to attend based on the needs of your family office. I have a few general tips to help you get the most out of the demos, as well as a longer, downloada...

Tuesday’s Showcase featured the following speakers, and a summary of each session is included below:Welcome to the FOX Technology ShowcaseWith FOX’s Kent Lawson, Director, Technology Integration ServicesThe Cyber Landscape for Family Offices in 2021With Kate Brett Goldman, CEO and Founder, Cybermaniacs , and Angelo D’Agostino, Cybermaniacs Head of ...

Yesterday’s Showcase featured the following speakers, and a summary of each session is included below:Day One Recap and About the Family Office Exchange With FOX’s Kent Lawson, Director, Technology Integration Services, and Glen W. Johnson, Chief Operating OfficerFOX was founded in 1989 in Chicago, with offices in Chicago, Madrid, New York and Dall...

Each year, more than two million corporations, limited liability companies (LLCs), and other entities are formed in the United States. Historically, formation of these entities required little to no disclosure of their beneficial owners. Though most people use these entities for lawful purposes, certain bad actors have taken advantage of this infor...

Yesterday’s Showcase featured the following speakers, and a summary of each session is included below:Day Two RecapWith FOX’s Kent Lawson, Director, Technology Integration Services Cybersecurity for Family Offices: Today's Threats and MitigationsWith Jessica Dore, CISA, Principal, Technology Solutions, RehmannThreat Vectors – How the bad guys ...

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prom...