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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 ...

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...

Year-end provides a chance to review your tax situation to mitigate liabilities and leverage opportunities. Join FOX for a panel discussion on important items that US and Canadian taxpayers and their advisors should consider. This year, potential changes in tax laws, rising interest rates, and a challenging financial environment are all creating co...

Join FOX for a moderated keynote with internationally recognized author and consultant, Dr. Jim Grubman. The session will explore an exciting trend and share examples of families that are taking a more positive approach to family leadership transitions, preparing the rising generation, and keeping the family engaged and cohesive. Jim Grubman, Fa...

More family offices are embracing emerging technologies to optimize their operations and prepare for future opportunities; however, success hinges on establishing a clear future-state vision, documenting business requirements, assembling the right team of people, and implementing the right technology solutions at the right time. It’s a digital tran...

Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and to support the goals and legacy of their family. But with more than 14,000 family offices across the globe facing new challenges and complexities, raising concerns about whether their operating model is providing the transparency a...

Join BDO’s Private Client Services professionals for an insightful presentation on often overlooked and misunderstood aspects of tax compliance, planning, and estate administration for the ultra-high-net-worth community. This session will cover critical topics such as estate planning, trust administration, gifts and charitable giving, international...

How will technology look and feel when any user of a platform can independently decide what it is they see? Will everyone’s experience be so unique that the platform really becomes a map to the creative side of a non-creative and fact-based world. Learn how today’s data environments will soon become a representation of how and what families and adv...

As multigenerational families evolve, they all face one universal challenge—growing complexity. Smart and intentional management of this challenge is central to sustaining family unity, achieving the family’s purpose, and ensuring the family and its enterprise flourish over the long run. 2025 FOX Foresight is presented in 8 chapters and can be...

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 ...

There have been a number of significant rulings in the U.S. Tax Court and the U.S. Supreme Court this year regarding charitable contributions, the Report of Foreign Bank and Financial Accounts (“FBAR”) as well as Form 5471 – Information Return of the U.S. Persons with Respect to Certain Foreign Corporations. In this FOX webcast, specialists from...

Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. ​This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prep...

If you find your family office or growing business suffering from a lack of support in the technology department, then you may benefit from outsourcing IT. While some struggle to find room in the budget to add support staff, there are others continually adding staff only to realize they are unable to keep up with demand. An alternative to those iss...