Aug 14 2020
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
Aug 14 2020
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
Aug 14 2020
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
Aug 14 2020
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
Aug 14 2020
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
Aug 14 2020
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
Aug 07 2020
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
Aug 07 2020
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...
Session Recap: Digital Rubicon, Proximity and the Future of All Business
Aug 06 2020
Innovation often comes out of conflict or hardship that forces us to develop new ideas and a new mindset to solve and overcome the conflict. Robert Wolcott, Co-Founder and...
Session Recap: The Emerging Influence of Social Impact Investing
Aug 06 2020
What is social impact investing? Is it reliable? Should you use it? Basically social impact investing is an investment strategy and a tactic to address pressing social and...