Inflection Points: 4 for 24: Themes to Watch for Next Year
Dec 11 2023
Investors always have a lot to worry about, and the current environment is no different. Markets continuously climb walls of worry. One day interest rates are the concern,...
Shannon Kennedy receives inaugural Glen W. Johnson Legacy Award at FOX Family Forum
Oct 27 2023
This week, Family Office Exchange (FOX) recognized Shannon Kennedy, Head, BMO U.S. Wealth Management, as the inaugural recipient of its Glen W. Johnson Legacy Award. The...
The 3 most critical questions to ask when selecting family office technologies
Oct 26 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...
2023 FOX Family Forum Recap – Day 3
Oct 25 2023
Enjoy a recap of Day 3 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC.
Anticipating Change in the Family and the Family Enterprise
Joline Godfrey...
2023 FOX Family Forum Recap – Day 2
Oct 25 2023
Enjoy a recap of Day 2 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC.
Industry Founders Panel: The Evolution of Wealth
Sarah Hamilton, James (Jay...
Avoiding the December Mad Scramble
Oct 24 2023
“Are we all procrastinators?”
There are a lot of ways to answer the question of why ~30% of charitable giving in the U.S. happens in the last month of the year, starting with...
FOXCast CEO Series: Cultivating a Culture of Empathy and Partnership with Jeff Strese
Aug 30 2023
Today, I have the pleasure of speaking with our very own Jeff Strese, a human capital expert and executive coach focused on family-owned business leaders and senior wealth...
FOXCast CEO Series: Navigating the Perfect Storm in Commercial Real Estate with Ken Franasiak
Aug 25 2023
This week, I am excited to speak with Ken Franasiak, Chairman & CEO at Calamar Enterprises – a major privately owned full-service, vertically integrated real estate...
FOXCast CEO Series: Rationalizing the Family Investment Portfolio with Dan Tarlas
Aug 18 2023
I am speaking today with Dan Tarlas, Senior Managing Director at Asset Consulting Group (ACG) – a seasoned investment consultant who has provided comprehensive investment...
FOXCast CEO Series: Achieving Longevity as a Multi-Family Office with Leslie Voth
Aug 10 2023
In this episode, I have the pleasure of speaking with Leslie Voth, Chairman, Chief Executive Officer & President of Pitcairn. Leslie has been with Pitcairn for 30 years...