Networks - Data Security/Technology

The Hidden Costs of QuickBooks

Sage Intacct
Monday, June 29, 2020

Most small businesses begin their financial lives using Intuit's QuickBooks, but if your business has moved beyond the entry level, your organization may be facing a number of challenges as you hit the limits of QuickBooks’ functionality.

FOX stands up for systemic change. We reject racism, bigotry, and hatred.

Jun 18 2020 - gperkins@familyoffice.com

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Virtual Family Offices: Six Tips for Success

Cresset
Thursday, May 7, 2020

Working remotely is part of the “new normal” in a COVID-19 environment, but to make it work well, you need the right people, the right attitude, and the willingness to take the time to establish the necessary processes, infrastructure, roles, and responsibilities.

2020 Cybersecurity Outlook

Patrick Flanigan and Ben LeClaire — Plante Moran
Wednesday, April 29, 2020

Our annual cybersecurity update where experts shared the leading threats you need to be aware of to keep your clients, your firm, and yourselves protected. In addition to recurring threats over the last year, we also discussed more recent COVID-19 focused security threats.

Tips for Supporting Family Office IT Teams During the COVID-19 Crisis

Apr 16 2020 - gperkins@familyoffice.com

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Demystifying Risk Management for Family Offices

Boston Private
Friday, February 28, 2020

As family offices grow increasingly complex and manage larger and more varied assets, they are becoming prime targets for a variety of security threats.

Year in Review: Top FOX Content of 2019

Dec 06 2019 - kwick@familyoffice.com

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5 Big Financial Integration Mistakes and How to Avoid Them

Nik Puni, Director, Systems Integration – Sage Intacct, Inc.
Wednesday, December 4, 2019

Financial integrations give companies a competitive edge. They allow for disparate systems to work synchronously.

Overview

Join your family office peers at the 2020 FOX Family Office Forum™. This year, more than ever, you’ll want to take advantage of the chance to learn how other family offices are addressing the swiftly churning talent, technology, and teaming tides.

Getting Real About Software Platforms: The Good, The Bad, and The Mediocre

Erin Hulse, Founder – Deviate Consulting, LLC
Wednesday, August 7, 2019

The software selection process can be overwhelming and time-consuming. What are the options, what functionality do they offer, and how much do they cost?