Download AgendaTuesday, July 28, 2020All times are Central 10:00 amWelcome FOX is committed to identifying technology trends and issues that will impact family offices over the next decade. In this Showcase FOX will support its members in staying current on latest technology and bringing leading technology providers to you virtually...
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Download BiographiesPresenter Biographies: Peter BoumgardenProfessor of Practice Strategy and OrganizationsOlin Business School at Washington University, St. LouisPeter Boumgarden, is the Professor of Practice Strategy and Organizations, Olin Business School at Washington University, St. Louis. Outside of the university, Dr. Boumgarden resear...
Family Office Technology Showcase Frequently Asked Questions: Where is the event and how do I access it?The event is taking place virtually and can be accessed via our showcase portal. Information on accessing the portal will be emailed to you directly. For access assistance please email events@familyoffice.com. You must be registered to...
Additional materials will be added to this page as they become available. AgendaPresenter Biographies 2020 FOX Family Office Technology Showcase Brochure FOX Family Office Ecosystemand Technology Showcase Stack
.ad-header-container { display: none; } Sage Intacct, a best-in-class cloud financial management solution and AICPA-endorsed, is designed to accelerate your family office success.[[nid:185806]]
.ad-header-container{ display: none; } KnowLedger is a tool that creates journal entries from your custodian data and will populate them into your GL.[[nid:972371]]
.ad-header-container { display: none; } Addepar is a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios.[[nid:36930]]
.ad-header-container { display: none; } Wealth Management Technology and Outsourced Service Solutions for Family Offices and Financial Institutions.[[nid:972381]]
.ad-header-container { display: none; } Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families.[[nid:3788]]
.ad-header-container{ display: none; } EstateSpace is an asset management solution that provides a single point of record for your family's physical assets.[[nid:972386]]
.ad-header-container{ display: none; } Masttro is a global wealth technology platform that digitally transforms family enterprises by delivering intuitive user experiences, automated data aggregation and robust operational capabilities & efficiencies. [[nid:1009476]]
Virtual Global Investment Forum Frequently Asked Questions: Where is the forum and how do I access it?The forum is taking place virtually and can be accessed via our forum portal. Information on accessing the portal will be emailed to you directly. For access assistance please email events@familyoffice.com. You must be registered to access the even...
Due to the ongoing global pandemic, this year’s FOX Wealth Advisor Forum has gone virtual. Over the course of three days we focused on key issues that will likely endure during and beyond the pandemic. We explored promising technologies, the evolving advisor/client relationship, best practices for engaging clients virtually, business de...
Due to the ongoing pandemic, the 2020 FOX Global Investment Forum™ went virtual. Over the course of four days, the FOX community’s most sophisticated private capital investors explored what’s on investing’s horizon, including emerging technology, social impact, and trending opportunities.The forum provided an opportunity to ...
PresentersBill LyonsSenior Director, Institute for Family Culture, Abbot DowningBill Lyons is the Senior Director of the Institute for Family Culture at Abbot Downing. Bill works with families to clarify their vision and values, understand their historical legacy in the context of forward looking planning , and align communication, education, ...