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4 results found
Modernizing the Family Office | 2022 FOX Technology Showcase
Publish Date:
Jun 14 2022

The objective of this session is to uncover if your family office’s accounting, investment performance and tax compliance systems are meeting your needs. We will explore opportunities to automate repetitive manual tasks, manage data, store documents efficiently and securely, confidently budget for investments in new technologies, and more. Mike ...

Family Office Document Retention: FAQs About How to Manage Risk
Publish Date:
Oct 26 2020

In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records. Through a series of FAQs and a checklist of what documents to retain, you can ensure that you have an up-to-date document retention policy as part of ...

2021 Cybersecurity Update
Publish Date:
May 05 2021

This annual cybersecurity update covers the leading threats you need to be aware of to keep your clients and your firm protected. 2021 cybersecurity trends and best practices will be shared.

Family Office Investment in Real Estate Poised to Increase
Publish Date:
Nov 14 2024

Large transactions have increased as real estate megafunds place bets across real estate sectors and investors bet their capital on the operational knowledge of seasoned fund managers. But it’s not all about megafunds—middle market funds will also be taking advantages of opportunities in the marketplace where rates are normalizing and repricing is ...