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10502 results found
Deputy Chief Investment Officer (“Deputy CIO”)
Publish Date:
Mar 26 2025

The Position Responsibilities: Partner with the CIO to understand family investment goals, objectives, policies and priorities; develop a thorough understanding of all assets in the portfolio and all external investment partners and managers and their respective strategies; review target asset allocations and timeframes and ensure con...

Wealth Associate
Publish Date:
Mar 28 2025

We are a private, single-family office seeking a highly motivated, detail-oriented, and resourceful Wealth Associate to join our wealth management team. In this role, you will play a pivotal part in delivering comprehensive financial guidance and advisory service to high-net-worth clients. You will assist in client relationship management, financia...

FOX 2025 Family Office AI Roundtable
Publish Date:
Feb 04 2025

Family Office Exchange (“FOX”) is hosting the first ever AI-centric event designed exclusively for the family office community: the FOX 2025 Family Office AI Roundtable. The event will be held at COGO labs, an incubator located in the heart of Cambridge’s world-renowned Kendall Square, an innovation district deeply connected to MIT and other hubs o...

South Technology Regional Summit
Publish Date:
Mar 18 2025

The FOX Technology Regionals feature Technology Resource Partners presenting directly to the FOX membership. Join us in any or all of five different regions to hear from a variety of technology solutions in a combination of areas such as philanthropy, investing, accounting and more. FOX resource partners will showcase a combination o...