FOX Series

The family office journey toward operational excellence - Technology and talent considerations present challenges and opportunities

As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by providing the right solutions to...

Advancements in Investment Reporting are Helping Family Offices Improve their Risk and Portfolio Management Strategies

Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has...

Is your family office reaching its full potential? How to unlock the value of your people, processes, technology and data

  As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by providing the right solutions...

3 Best Practices When Integrating Family Office Technology

Entole is transforming the Family Office Industry, one family at a time, through increased transparency and interoperability for wealth owners and their trusted advisors....

InfoSec Roles & Considerations for Family Offices

360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission is to protect...

Ultra-High-Net Worth (UHNW) Giving Guidance

“How much should I be giving?” This recent question from a member of the Ultra-High Net Worth (UHNW) community gave Giving Place and FOX the chance to collaborate on what the...

2023 Accounting and Finance Predictions

Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class...

Building a Better Family Office Framework for 2023

Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has...

Cybersecurity Tips that Every Family Office Should Know

How to safeguard sensitive data in a hyperconnected world In today’s rapidly evolving cyberthreat landscape, many ultrahigh net worth individuals and families are prime...

Year-End Technology Recap: 2022

Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single and multi-family...