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Join this engaging session on a variety of topics related to the human capital of a family office. The first half will cover trends in the workforce and labor market, from the challenges of a multi-generational team to compensation and family office career paths. Our second half will be dedicated to fielding audience questions so come prepared to s...

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 families and family offices grow and become more complex, attracting the right talent to deliver and manage services requires compensation plans that are competitive and keep pace with an evolving workforce. This session will offer fresh perspectives, based on our 2024 Compensation and Benefits Study, to help family offices creat...

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 ...

Hiring domestic staff such as nannies, personal assistants, and housekeepers can expose you to liability issues and danger from unscrupulous employees. It is important to understand your areas of vulnerability and take steps to protect your family and your finances. Whether you hire your own employees or the family office hires them, three often ov...

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...

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...

We have all been the new person at some point or another—the new person on the block, the freshman at the big university, a manager in a new office. In such hard-to-navigate situations, training and communications are integral parts of the on-boarding process. When both employee and employer are informed about one another’s needs, personalities, an...

While many individuals may have the skills and experience for a private staffing position, it’s the chemistry and having a system in place that makes it work for all parties. With this guide that includes job descriptions and requirements, discover the actionable insights and best practices for optimizing your private staff throughout the hiring pr...

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 of IT is changing and adapting to a cloud and artificial intelligence-enabled world that includes the exponential shift from on-premises to IT consumed as a service (XaaS) and accelerating data centricity. To face these challenges and drive successful digital competitive advantages, IT leaders and teams will need to master the six key pr...

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...

Since the pandemic’s early days, employers have been wondering when – and how – they’d be able to return to the office. Those concerns only got more pressing as vaccinations grew and COVID-19 variants increased. In this piece, FOX’s family office members share their timetables, policies, and what returning to work looks like at this point in the pa...

In 2022, FOX and Fondazione AIS conducted a research study on technology in family offices. This report details findings on technology usage and needs for the family office.

Some trends move slowly until they reach a point of inflection, at which time they seem to accelerate at almost blinding speed. So it has been for the rapid emergence of The New Era of Family Wealth. The departure from the past has been driven by four trends (transitions, talent, technology, and time) introduced by FOX in January of 2022. As these ...