FOX Series
Constructing Meaningful and Impactful Investment Portfolios Panel
Here Michael Hotz (Vice President at Asset Consulting Group) and Katherine Kroll (Senior Institutional Sustainable Investing Specialist at Brown Advisory) share current...
Delivering Value Through a Trusted Advisor Ecosystem
One of the most important aspects of the family office today is delivering value through a trusted advisor ecosystem and advancing your partnerships. Here we explore three...
With the election coming up in November and year-end following – then couple that with a pandemic that has completely disrupted the economy and interest rates – we can be...
Breakout Session 4: Driving Efficiencies with Technology
Kent Lawson, Director of Technology Integration Services at FOX, explains how we can drive efficiencies by employing technology.
In short, efficiencies means doing things...
Breakout Session 3: Improving Quality Through Family Office as a Service
Here Rob Mallernee, a long-time member of FOX and the CEO and System Designer at Eton Solutions, looks at how family offices can use a process driven approach to help...
Breakout Session 2: Managing Under Covid-19
The pandemic is especially overwhelming as we view of all the headlines in the news and on social media. We don’t yet know the full effect the pandemic – how long it’s going...
Every other year FOX sponsors a Family Office Compensation and Benefits Survey. The 2020 survey had a total of 201 participants from across the United States, and was based...
Spot and Manage Talent in the New Paradigm
Covid-19 has certainly changed the landscape and created a new normal, along with many decisions and points of challenge. Here Cassie Atteberry (Principal at Talent Outside...
Future of Technology in the Family Office
To be successful in our ever-changing world, family offices need to embrace new technology like never before. The question is, how can a family office technology leader...
Evolving Client Needs and Expectations Are Changing the Role of the Family Office
In our fast paced world, we see how client needs and expectations are changing the role of the family office. Here, Mindy Earley (Chief Learning Officer at FOX), and Gaby...