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FOX Membership Benefits: Families & Family Office ExecutivesCORELevelCOUNCILLevelConnectionFOX FORUMSMeet and network with your peers from around the world at your choice of FOX Forums (# of attendances included in membership)FOX Fall Forum™ FOX Global Investment Forum™FOX Financial Executives Forum™FOX Global Owners Forum...
FOX Membership Benefits: Trusted AdvisorsCOUNCILLevelCORELevelFOX Thought Leaders Council™FOX Multi-Family Office Council™orFOX Integrated Wealth Advisor Council™AdvisorsSpecialistAdvisorsConnectionMEET WITH PEERSMeet and network with your peers from around the world at the FOX Wealth Advisor Forum™ (# of attendances included in membersh...
1.10 Steps to Create a Robust IT Security ProgramWolf & CompanyIn the last few years, hackers and cyber criminals have become much more sophisticated in how they steal private information, which has led to massive data breaches. These data breaches not only cost an organization hundreds of thousands of dollars in fixes and possible fines, they ...
Effective Date: May 25, 2018Family Office Exchange (“FOX”) is committed to protecting your privacy. We want to tell you how we use and protect your personal data. This includes informing you of your rights regarding your personal information that we hold.Personal data is any information relating to an identified or identifiable living person....
OverviewAt our recent 2018 FOX Family Office Forum, we were joined by more than 100 family office executives representing a range of roles including Chief Executive Officer, Chief Financial Officer, Controller, Legal Counsel and more.Our attendees revealed that the top two concerns for this year include taxes and security (cyber, physical, etc.), a...
Technology Presentation:Key Considerations for Technology Selection and Application in a Family OfficePresenter: Danielle Valkner, Partner, Advisory Services, PwCFamilies often ask what the best technology platform for a family office is – making the assumption that there are just one or two types of technology solutions. However, most family offic...
Key Considerations for Technology Selection and Application in a Family OfficePresenter: Danielle Valkner, Advisory Services, PwCSession Description: Families often ask about the best technology platform for a family office – assuming there are just one or two types of technology solutions. In practice, most family offices require a combinatio...
A World of Increasing Risk – Are We Whistling in the Dark? Presenters: Yung-Yu Ma, Ph.D., Chief Investment Strategist, BMO Wealth Management, CTC | my CFOSession Description: While most indicators predict a healthy economy in the near future, the inevitable downturn lurks ominously on the horizon. Tension with Russia and China, as well as...