Search Results

Today’s wealth management landscape, and more specifically the HNW & UHNW sector is growing rapidly with needs of new products and services. They are invested in Specialty Assets such as Private Equity, Partnerships, Hedge Funds, Direct Investments and SPACs are becoming more common and requires special asset servicing and reporting. Specialty ...

In today's financial climate rules and regulations are constantly changing all while outside threats continue to rise. Join Karen Brooks from Addepar as she addresses some of the less obvious security challenges and the role technology should play in protecting your client.Karen Brooks, CISO/VP of Technology Risk, Addepar

New family office enterprise software can improve operations and advance strategic goals. Modern cloud-based solutions offer more capabilities and security, if fully leveraged properly. How can Family Offices ensure they are procuring the ‘right’ solution for their Family Office, mitigating risk through contract negotiations, and aligning processes...

Join Paul Freeland, Managing Director of SEI Family Office Services, and Rick Fowler, Director of Financial Systems for Petrus Trust Company, as they talk about the dos and don’ts of building out your family office’s technology stack. During this 30-minute fireside chat, Paul and Rick will discuss:• Best of breed versus integrated technology• Consi...

Most family offices want to modernize their operations and leverage the newest innovations in AI and machine learning. The data of many family offices is not properly organized to take advantage of such technologies. Family office technology has come a long way, however family offices still lag in the adoption of these enabling technologies. Eton S...

Cybercrime has accelerated and matured at a breathtaking pace. What once was the domain of lone hackers in basements now ranks with the highest threats to businesses, people, and countries today. From how the attackers got into the aftermath of a cyber event, how this has affected and will continue to affect the family office space requires a dual ...

Family offices are increasingly leveraging tools to drive efficiency in the office, such as call scheduling, business intelligence, and client relationship management systems.Kent Lawson, Director, Technology Integration Services, Family Office Exchange Scott Winget, Market Leader, Enterprise Families, Family Office ExchangeInsights and Key Takeawa...

FOX’s Kent Lawson moderated a discussion on how family offices are incorporating automation to free resources for higher value add activities, leveraging data to make more informed decisions, partnering with third-parties to fill non-core capabilities, and ensuring it is all done with proper cybersecurity protocols to protect family data.Moderator:...

The evolution of family priorities and the acceleration of technological advances are reshaping the future of the Family Office. We shared insights into the Future of the Family office across four pillars of change: Shifts in Family Priorities, Proliferation of Technology, Evolution of Talent Profile, and Rising Importance of Partnerships.Insights ...

Having Been Described as a Next-Generation Platform that Includes Machine Learning, Artificial Intelligence and Advancements in Cybersecurity, What Technology Trends does Masttro See for the Next 5 Years?Masttro has stated they will help advance the industry with new capabilities that offer greater automation and efficiency and increased client pri...

Originally designed to address the pervasive accounting and reporting issues faced by family partnerships and funds, the Archway Platform has seen its share of evolution. Two decades later and powered by a Relentless Development Philosophy (RDP), the platform forged the path for today’s landscape of family office accounting and investment reporting...

Long-time BlackRock executive, Ruchir Swarup, has joined Addepar as the new CTO, filling the 6-year vacant position. How have Addepar’s strategic plans changed given this significant change to the organization? Will these changes coincide with the family offices using or targeting Addepar as a possible solution?Insights and Key TakeawaysAddepar is ...

FOX’s 2019 Benchmarking study showed us a new path that family offices are beginning to take, and so we wanted to understand the challenges and long-term goals that our members are dealing with. This participation session using Mentimeter Surveys was meant to help us to discover and talk about the current technology needs within FOX member offices....

FOX has brought together multiple service providers to highlight their direction and strategies. Gain insights into how different technology is building to work together and discover how this change in direction empowers family offices to select technologies and solve unique challenges.Moderator: Erin Hulse, Owner, Deviate ConsultingDeviate Consult...

Embracing technological change and doing so in a way that drives competitive advantage is difficult. It requires that firms understand which changes are most critical to their core business, how such changes generate strategic opportunity, and finally, how to move with greater agility in these directions when the time is right.In the this session, ...