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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 ...

The future is now and with it we are seeing many changes – for family members, for the family enterprise and family office, and for the external wealth advisors the family relies on. The transformation will be predominantly philosophical and cultural, resulting in a sweeping paradigm shift that will deliver better balance between managing the famil...

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 ...

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...

Seasoned investors know that you cannot predict the future of the markets. But smart private wealth managers know that the key to preserving and growing wealth is to anticipate critical trends that are likely to have a lasting impact. Where trends are concerned, 2024 has a lot brewing around the geopolitical conflicts, the explosion of artificial i...

The tech industry has been undergoing a difficult period. Economic instability, high inflation, and rising interest rates have prompted tech companies to reevaluate their business strategies, adjust their growth plans, and revisit their staffing models. At the same time, there have been remarkable advancements with generative artificial intelligenc...

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...

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...

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...

Focusing on how companies are implementing enhanced security as the attacker-defender struggle continues, this Report dives into the 9 key takeaways along with other cutting-edge topics related to the data life cycle. While ransomware attacks decreased dramatically during 2022, they were again on the rise at the end of 2022 into 2023. Business emai...

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...

ChatGPT and other generative AI tools are expanding and changing the way work is done. From a legal perspective, there are issues to consider when it comes to using generative AI in the workplace. Some of those issues were clear after two lawyers did an experiment testing ChatGPT’s ability to write a blog post on a legal topic.

Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and estate planning decisions, the question on whether to have a prenuptial agreement may emerge. Here are steps that you and your families may find helpful in ...