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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 ...

This discussion-based breakout will dive deep into the topic of real estate and the process of how to effectively manage it. Cortney Liddiard, Chief Executive Officer, Ball Ventures Allen Morris, Chairman and CEO, Allen Morris Company Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX

Join a panel of experts as they discuss increasing inflation and its impact on the investment landscape. Speakers will discuss how to protect your portfolio, increase real estate exposure, their suggestions on how to best access real estate, and which sub-asset classes can meet investing objectives. Jeff Shulman, Managing Director, CIBC Daryl S...

Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s direct investment function is critical to ensure your portfolio is positioned to meet intended goals.

Because of losses in catastrophe-prone areas and other hard market factors, insurance carriers have pulled back the amount of insurance they’ll offer. Despite the hard market, real estate owners and operators that have well-maintained properties and who are prepared for catastrophes will have an advantage. Overall, the formula for a better insuranc...

Inflation has started to take hold in key areas of the market which will have an impact on how real estate investors should view their current and prospective investments. Parsing through the inflation data, there are four causes of inflation that are pertinent to various stakeholders in real estate—from occupiers and users to developers and invest...

Outside of the core operating business, real estate remains the largest holding of family offices and continues to be the sector in which they remain the most comfortable investing and structuring deal-flow. The 2020s have already brought significant challenges from the prior decade, and individual real estate sectors seem poised to change alongsid...

Potential drains on business efficiency include groups of remote workers unable to communicate well with one another, tools that make it hard to adapt to changes or new needs, and the high cost of equipment and IT personnel. Integrating cloud-based solutions address these areas, including better workflow and collaboration and document management. I...

Technology within the family office and wealth management industry is changing rapidly. Software applications are changing how we will work and are delivering new ways to implement and integrate reporting, communication, and aggregation. Suppliers are learning from each other and teaching us how to approach and apply newer technologies. Take a glim...

In The Time is NOW for your Rising Gen, FOX Chief Learning Officer, Mindy Kalinowski Earley, cautions families on waiting too long to involve their future family leaders. Outlaying personal quotes from members of the rising generation and relaying best practice first steps, Early argues that when starting family learning and leadership skills…there...

No matter your role – whether you’re a family business leader, family office executive, family member – how are you preparing your family for significant wealth transfer or liquidation events? Said differently, how can you make inheriting wealth less like being hit by a comet?

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 ...