Jun 09 2023
As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by providing the right solutions to...
May 23 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...
Apr 05 2023
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
Feb 22 2023
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
Feb 21 2023
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
Feb 20 2023
“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
Jan 26 2023
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
Jan 23 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
Dec 15 2022
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
Dec 13 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...