FOX Series
Ready or Not - Your Future Family Office is Here
President of the Family Office Exchange, Bill Sullivan, shares key areas of change to help us understand the evolving landscape of the family office.
First, as the modern...
A Process that Can Transform Your Single-Family Office Staff into an Empowered Team
"The general rule seems to be that the level of consciousness of an organization [i.e. its capacity and agility] cannot exceed the level of consciousness of its leader." -...
Addepar is a state-of-the-art wealth management platform that specializes in data aggregation and performance reporting for complex investment portfolios. Addepar helps over...
Technology Panel Discussion: Planning for Tomorrow’s Technology Today
Today’s technology moves at an exceedingly rapid pace. How do family offices stay ahead of the curve and plan for the future? Three experts offer insight as part of FOX’s...
Attendee Survey on the Tech Goals for Your Family Office
During the Covid-19 pandemic, it’s especially helpful to understand decisions that our peers are making around technology within the family office space. In that spirit, FOX...
SEI - Relentless Development: What Comes Next for SEI’s Archway Platform
SEI Family Office Services is an award winning, integrated back-office platform delivering a wide range of technology solutions for family offices. With 18 years of...
Preparing to Embrace New Technologies in the Modern World
New technologies abound in our modern world. Here Dr. Peter Boumgarden, Professor of Practice Strategy & Organization at Washington University in St. Louis, shares...
Masttro – Leading Technology Trends in Family Enterprise Transformation
Founded in 2010, Masttro is a privately held wealth management technology company providing an integrated platform for family office enterprises. Masttro serves both single...
Session Recap: Vertical Approach to Venture Investing
There is often confusion over what exactly is the vertical approach to venture investing. Constance Freedman, Founder and Managing Partner of Moderne Ventures, explains that...
Session Recap: The Dynamic Ecosystem of Blockchain, Bitcoin, and Cryptocurrency
The future of money is a timely yet complicated topic, especially with cryptocurrency in the mix. Thomas Anderson, Author of Money without Boundaries, shares foundational...