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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 ...

Enhancing Your Expertise: Family Histories | 2022 FOX Wealth Advisor Forum
Publish Date:
May 18 2022

Sharing, documenting, and preserving family narratives are an important part of wealth planning and governance. This session explores how family histories can set a foundation for connection and continuity. Karen McNeill, PhD, Managing Director, Family History, Ascent Private Capital Management of U.S. Bank Moderated by Scott Winget, Enter...

FOX Technology Resource Partner Focus Group – Sage Intacct
Publish Date:
Oct 03 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 ...

FOX Technology Resource Partner Focus Group – SumIt
Publish Date:
Sep 05 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 ...