Today, I have the pleasure of speaking with Stephen Goldbart and Joan DiFuria, co-founders of Money, Meaning, & Choices Institute (MMCI), a group of professional facilitators and advisors who work with wealth holders and their professional advisors to address the psychological issues and challenges of wealth. Joan is a globally recognized speak...
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Job Summary: This position will manage all operations, finance, and treasury responsibilities for the U.S. entities' investment arm, which invests in listed and private equities and hedge funds as well as real estate assets. Responsibilities: Full responsibility for the day-to-day operations of the company, which include accounts of multip...
Today, I have the pleasure of speaking with Richard Wolkowitz, Founder of Xylogenesis Family Office Advisory. Rich serves as a family advisor with 25+ years of first-hand, inner-working experience of multiple family offices. His background is in law, business, management, operations, financial services, independent board service, and professional s...
By Peter Cunha, Director of Business Development Imagine having the power to be agile enough to dive deep into your endowment portfolio with just a few clicks. Diving deep within an endowment portfolio presents challenges requiring careful management and sophisticated tools. The complexity of asset allocation demands expertise and regular rebala...
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Please join us on Wednesday, September 25, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Scott Peppet, the President of a single family office and private trust company, will explore the importance of aligning a family’s learning capacity with the complexity of its environment to e...
Today, I am delighted to speak with Kent Lawson, FOX’s own CTO and the leader of the FOX Technology Partners Program. Kent brings 25 years of experience as a professional in the wealth management industry, with a deep focus in technology for the family office. Prior to joining FOX, Kent spent a decade as an executive at a single-family office, and ...
Scott is the President of a single family office and private trust company. He uses his legal, finance, and conflict resolution background to shape structures, processes, and patterns of behavior to help the family he serves flourish over the long-term. Scott writes about family enterprise issues, and occasionally will post such writings he...
USI Personal Risk Services offers dedicated individual risk management consulting from the collaborative effort of 200+ personal risk professionals nationwide. As one of the nation’s largest privately held personal risk brokerage firms, USI’s expertise provides protection across the economic spectrum serving individuals, families, emerging wealth a...