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10256 results found
Director of Finance and Operations
Publish Date:
Aug 28 2024

Job Summary: This position will manage all operations, finance, and treasury responsibilities for the U.S. entities' investment arm, which invests in listed and private equities and hedge funds as well as real estate assets. Responsibilities: Full responsibility for the day-to-day operations of the company, which include accounts of multip...

Helping Multigenerational Families Get Unstuck with Richard Wolkowitz
Publish Date:
Aug 22 2024

Today, I have the pleasure of speaking with Richard Wolkowitz, Founder of Xylogenesis Family Office Advisory. Rich serves as a family advisor with 25+ years of first-hand, inner-working experience of multiple family offices. His background is in law, business, management, operations, financial services, independent board service, and professional s...

Events
Publish Date:
Jun 15 2022

Transforming Endowment Tracking and Reporting
Publish Date:
Jul 10 2024

By Peter Cunha, Director of Business Development Imagine having the power to be agile enough to dive deep into your endowment portfolio with just a few clicks. Diving deep within an endowment portfolio presents challenges requiring careful management and sophisticated tools. The complexity of asset allocation demands expertise and regular rebala...

Selecting and Implementing Family Office Technology Solutions with Kent Lawson
Publish Date:
Aug 29 2024

Today, I am delighted to speak with Kent Lawson, FOX’s own CTO and the leader of the FOX Technology Partners Program. Kent brings 25 years of experience as a professional in the wealth management industry, with a deep focus in technology for the family office. Prior to joining FOX, Kent spent a decade as an executive at a single-family office, and ...

Scott Peppet
Publish Date:
Aug 29 2024

Scott is the President of a single family office and private trust company. He uses his legal, finance, and conflict resolution background to shape structures, processes, and patterns of behavior to help the family he serves flourish over the long-term. Scott writes about family enterprise issues, and occasionally will post such writings he...

About
Publish Date:
Mar 18 2022

USI Insurance Services, LLC
Publish Date:
Jan 02 2018

USI Personal Risk Services offers dedicated individual risk management consulting from the collaborative effort of 200+ personal risk professionals nationwide. As one of the nation’s largest privately held personal risk brokerage firms, USI’s expertise provides protection across the economic spectrum serving individuals, families, emerging wealth a...