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FOX Technology Resource Partner Focus Group - SumIt
Publish Date:
Aug 20 2024

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...

Senior Director Family Office Planning
Publish Date:
Aug 20 2024

BMO Family Office serves BMO's ultra-affluent clients ($30MM and above) across the United States and Canada. We are growing and looking for a Senior Director of Family Office Planning to lead a team of planners and work closely with our clients to implement sophisticated wealth planning strategies. BMO is known for its supportive, emplo...