Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...
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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 capital delineations, exchange mechanisms, and family office sophistication are crucial as the UHNW family demands of their family offices rise. Peter and Amjed will walk through Trove’s insights from creating and managing over 100 unique family offices. Learn about various forms of family capital and how to facilitate seamless transfer mech...
FOX has recently taken a closer look at the various types of capital available to families and the offices that serve them. One category not yet discussed at our forums is TIME CAPITAL. Given the limited nature of time, it is essential to allocate, invest, spend, and cherish the time we have. Time, as we experience it, is not linear, yet why do ...
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 ...
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 ...