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In this discussion, Boutique Matchmaker founder’s Cassindy Chao and Shannon Lundgren will discuss how singles can meet “the one” in a digital world. They’ll also shed light on how parents can assist the rising generation of never married young adults in their families. We invite rising gen, family leaders, family office staff and advisors to join t...

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 ...

When a young inheritor announces that they have met “the one,” the wheels of the wealthadvising industry whir into motion, with families and advisors discussing prenups, onboarding, and whether to include the new partner in family wealth discussions. But amid all of this, there is a young couple in love. How do we nurture this new union and foster ...

Join our FOX Chief Technology Officer and a panel of Partner experts for a discussion on new software, future paths of technology, A.I., and technology services for advisors and family office. Use this opportunity to ask your own questions to a group of experts in the family office technology space. Jeff Coyle, Founder & CEO, Libretto Ni...

Wealth advisors continue to experience rapid growth, which on its face is positive – but firms can get into trouble if growth is not properly managed. Join a panel of experienced wealth advisors explaining the ins and outs of effectively managing growth. Topics discussed include identifying the right clients for your business, creating efficiencies...

Meeting client needs has always been core to family offices and financial institutions serving ultra-high-net-worth families. But what if you could augment your operations to better serve your end-clients? Join SEI for an open dialogue that focuses on how leveraging technology, human connection, and scalable processes can help enhance the client ex...

How do we advance the family mission while solving for the unique needs of each generation? This session presents a framework for designing cohesive financial strategies that embody a family’s mission and address objectives spanning multiple generations. Jeff Coyle, Founder and CEO, Libretto Kent Lawson, Chief Technology Officer, FOX

Families hire family office staff with the expectation that the office keeps their information, assets, and reputation protected. To safeguard the families’ interests, it’s critical for family offices to ensure that internal controls take the pragmatic approach, starting with four main areas: segregation of duties, transaction volume, managing comp...

If you’ve been thinking that a prenuptial agreement might be a nice precautionary measure to have in your back pocket, you’re not alone. Romantic notions are increasingly giving way to pragmatism in recent years. Among the reasons to implement a prenup will vary, including protecting your children’s inheritance in the event there is a divorce. If y...

If you’re a first-timer to the prenuptial conversation, having apprehension around talking about a prenuptial agreement is normal and to be expected. There may even be fear that raising the topic with the spouse-to-be will put a brake on the relationship. As you consider the best way to reach out to a loved one on the difficult topic, here are 7 ti...

From Australia to United States and many places in between, this Global Employer Guide reflects an easy-to-read summary of employment law that changed in each country over the past year, including pandemic-related changes where applicable. Visa processes, employee rights, contract requirements, transfer of business considerations, privacy standards...

The transition from 2022 to 2023 has been met with significant economic challenges, leaving employers to contemplate and prepare for workforce reductions. This guide provides a quick access to the Terminations of Employment sections from the Global Employer Guide 2023 where you will find additional employment policies across nearly 20 countrie...

In today’s global economy, more companies than ever have employees in numerous countries, often relying on a mobile global workforce to expand into new markets and meet strategic and operational needs. This updated Global Employer Guide includes basic outlines of employment requirements in nearly 20 countries in a concise table format that all...