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10161 results found
Seizing the Timely Opportunities in the Bond Markets with Wesly Pate
Publish Date:
Feb 22 2024

Today, I am pleased to welcome Wesly Pate, Senior Portfolio Manager at Income Research + Management (IR+M), a bond management firm specializing in US fixed income for both institutional and private wealth clients. In his role, Wesly is focused on portfolio construction, sector analysis, and contributing to the investment decision-making process, an...

FOX Partner Webcast: [BerryDunn] Succession and Transition Planning: Actionable Strategies for Preserving Wealth and Enhancing Value
Publish Date:
Feb 22 2024

Please join us and FOX Executive Marketing Partner BerryDunn on Thursday, March 21, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Join us as we consider conceptual, technical, and qualitative issues and how they can significantly impact wealth transfers at all stages of the success...

From archaic information to AI automation: A blue ocean opportunity for family offices
Publish Date:
Feb 20 2024

There’s no limit to the number of hours a family office can spend mired in PDFs and spreadsheets tracking private investments. Information on private investments is spread out among numerous data providers and fund managers, sometimes numbering in the hundreds. Each source presents data in its unique format, resulting in the tedious task of coll...

FOX Webcast: 2024 Global Economic Outlook - March 6, 2024
Publish Date:
Feb 21 2024

Please join us on Wednesday, March 6, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Join us as we unravel the events that shaped capital markets in 2023 and gain insights into the landscape of 2024. From the lasting impacts of the pandemic to geopolitical shifts and technological b...

Catch-up Contributions - Impacts of the SECURE 2.0 Act
Publish Date:
Feb 21 2024

In December 2022, Congress passed the Securing a Strong Retirement Act of 2022, commonly referred to as the SECURE 2.0 Act. The SECURE 2.0 Act includes a multitude of provisions, many of which affect employer-sponsored retirement plans and individual retirement accounts. In this article, we here at BerryDunn want to specifically focus on changes...

Stuart Fairclough
Publish Date:
Dec 05 2012

Stuart oversees the design and creation of content for the firm’s global market. He has extensive experience in financial services, most recently as director of content and partner network of 21i.net/Private Wealth Council, a Swiss-based strategy forum that unites wealthy families and thought leaders. Earlier, he worked at UBS, initially with...

Karen D. Neal
Publish Date:
Dec 11 2012

Karen Neal is a Senior Consultant for the Family Office Exchange (FOX) consulting practice, where she works with family groups and wealth advisors to bring processes and solutions to the challenges of preserving and sustaining family wealth for the long term.Her work with families has included development of family enterprise strategy, operational ...

Todd Luchik
Publish Date:
Dec 11 2012

Todd Luchik is the editor of our FOXConnects newsletter. His responsibilities include content development and editorial oversight for the bi-weekly publication as well as serving as a curator of wealth advisor articles for the Family Office Exchange website.Todd has 12 years of communications experience, including nine years in professional service...

Jennifer Muntz
Publish Date:
Dec 11 2012

Jennifer Muntz is senior manager of webinars and education programs for Family Office Exchange. In her current role, she is responsible for all aspects of managing webinar education programs from strategy to execution. Jennifer leads the education initiative and is instrumental in the development of customized education programs and specialized edu...

Mariann Mihailidis
Publish Date:
Dec 11 2012

Mariann Mihailidis serves as managing director for Councils at Family Office Exchange (FOX). In her role, she advises members and oversees the management of all domestic family office relationships. Marianne serves as chair for the Executive Council ’04, Executive Council ’14, Senior Management Council, Financial Executive Council, and Owner ...

Jane Flanagan
Publish Date:
Dec 11 2012

Jane Flanagan is a managing director with Family Office Exchange (FOX). In her role, Jane works as a developer, writer, and editor of FOX educational content and serves as a resource for the Membership and Advisory and Educational Services teams. Jane also develops content for FOX learning events, including the FOX Family Office Design Workshop and...

David Lincoln
Publish Date:
Dec 11 2012

David spends the bulk of his time reading, writing, and speaking about all aspects of wealth management, and has developed deep issue expertise in matters relating to all aspects of single and multi-family office operations. David is frequently invited to participate in strategic planning sessions with member organizations as a commentator on indus...

Marv Pollack
Publish Date:
Dec 11 2012

A marketing veteran with experience in developing branding, messaging, and marketing strategies, Marv leads the continuing development of the FOX marketing strategy globally and oversees the creation and execution of supporting marketing, communications, social media, and public relations programs. He was instrumental in the conception, structure, ...