Kent Lawson is the Chief Technology Officer at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace. Prior to...
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The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.The Forum will address investors’ uncertainty resulting from today’s shifting interest rate environment and the systemic risks to the equity markets that may be a consequence of the extraordinary growth of indexing. A...
Catch up on the latest developments in technology, insurance, taxes, security, and family office processes at the 2017 FOX Financial Executives Forum.Review solutions that can solve unique family office challenges from top Fintech providers covering general ledger, portfolio management, reporting, and family communication.As always at a FOX event, ...
Tony Gebely is the Chief Technology Officer at FOX. In this role, he is responsible for all aspects of IT, from the technology that runs the administrative side of the business to the technology that delivers our membership benefits. He is actively working to help FOX realize a digital future. Tony serves as a subject matter expert on cybersecu...
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WATCH ON-DEMAND:Urgent FOX Webinar - Is the Clock Ticking for Valuation Discounts?Aired 9/7/2016The announcement of proposed regulations under Internal Revenue Code Section 2704 has many families and their advisors scrambling to mitigate the potential impact the regulation could have on their estate planning efforts. Owners of family businesses hav...
Submit a Program ProposalThe PDF form below must be completed and submitted to Family Office Exchange (FOX) at programs@familyoffice.com to determine whether your program proposal meets the FOX content standards. A decision or status confirmation will be made within four weeks after receipt of your submission. If you have any questions, please cont...
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The Brexit vote and ensuing events in Europe have stunned the world, and the shockwaves are likely to continue in the weeks and months ahead.In light of this, FOX has created this page of curated content on Brexit for our members. We will periodically update this page with insights about Brexit and how ongoing developments may impact you and the re...
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The FOX Private Investor Council is for individuals and families with substantial assets that want to:Gain greater insight and resources for evaluating investment opportunitiesMeet regularly with an exclusive group of accomplished investment peers Discuss and debate in a private and confidential settingBecome part of FOX's global community of ...