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10156 results found
Navigating Dating Apps: A Guide to Protecting your Privacy
Publish Date:
Feb 14 2024

With love in the air this Valentine’s Day, there’s no better time to be looking for a partner! The question remains however, where and how do you look and how do you do so safely? In the fast-paced world of dating apps, maintaining privacy is crucial, especially for high net worth singles. Here are some essential tips and practical steps to safe...

Securing Top-Quality Medical Care for Family Members with Leslie Michelson
Publish Date:
Feb 15 2024

This week, I’m speaking with Leslie Michelson, Chairman and Co-Founder of Private Health Management (PHM). PHM is a clinically sophisticated complex care management company, specializing in assisting clients to obtain the best care and outcomes when facing serious and complex medical conditions. Before founding PHM, Leslie was the CEO and Vice Chai...

From archaic information to AI automation: A blue ocean opportunity for family offices
Publish Date:
Feb 20 2024

There’s no limit to the number of hours a family office can spend mired in PDFs and spreadsheets tracking private investments. Information on private investments is spread out among numerous data providers and fund managers, sometimes numbering in the hundreds. Each source presents data in its unique format, resulting in the tedious task of coll...

FOX Webcast: 2024 Global Economic Outlook - March 6, 2024
Publish Date:
Feb 21 2024

Please join us on Wednesday, March 6, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Join us as we unravel the events that shaped capital markets in 2023 and gain insights into the landscape of 2024. From the lasting impacts of the pandemic to geopolitical shifts and technological b...

Catch-up Contributions - Impacts of the SECURE 2.0 Act
Publish Date:
Feb 21 2024

In December 2022, Congress passed the Securing a Strong Retirement Act of 2022, commonly referred to as the SECURE 2.0 Act. The SECURE 2.0 Act includes a multitude of provisions, many of which affect employer-sponsored retirement plans and individual retirement accounts. In this article, we here at BerryDunn want to specifically focus on changes...

Seizing the Timely Opportunities in the Bond Markets with Wesly Pate
Publish Date:
Feb 22 2024

Today, I am pleased to welcome Wesly Pate, Senior Portfolio Manager at Income Research + Management (IR+M), a bond management firm specializing in US fixed income for both institutional and private wealth clients. In his role, Wesly is focused on portfolio construction, sector analysis, and contributing to the investment decision-making process, an...

FOX Partner Webcast: [BerryDunn] Succession and Transition Planning: Actionable Strategies for Preserving Wealth and Enhancing Value
Publish Date:
Feb 22 2024

Please join us and FOX Executive Marketing Partner BerryDunn on Thursday, March 21, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Join us as we consider conceptual, technical, and qualitative issues and how they can significantly impact wealth transfers at all stages of the success...

FOX Rising Gen Leadership Program - April 12-13, 2024
Publish Date:
Feb 23 2024

If you are having trouble registering, please email events@familyoffice.com Family Office Exchange (FOX) is pleased to offer the Rising Gen Leadership Program Series for the preparation of future family leaders. This four-part learning series uses a multi-disciplinary approach to help Rising Generation family members become prepared, informed, c...

FOX Technology Resource Partner Focus Group - Deviate Consulting - March 7, 2024
Publish Date:
Feb 23 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 ...