Preparing for the FOX Family Office Forum
Jul 16 2021
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge...
FOX Technology Showcase Recap, Day Three
Jun 18 2021
Yesterday’s Showcase featured the following speakers, and a summary of each session is included below:
Day Two Recap
With FOX’s Kent Lawson, Director, Technology Integration...
FOX Technology Showcase Recap, Day Two
Jun 17 2021
Yesterday’s Showcase featured the following speakers, and a summary of each session is included below:
Day One Recap and About the Family Office Exchange With FOX’s Kent...
FOX Technology Showcase Recap, Day One
Jun 16 2021
Tuesday’s Showcase featured the following speakers, and a summary of each session is included below:
Welcome to the FOX Technology ShowcaseWith FOX’s Kent Lawson, Director,...
Preparing for the FOX Technology Showcase, June 15-17
Jun 09 2021
Today’s blog post is focused on preparing for the technology demonstrations that are taking place during the technology showcase. By now, you probably have an idea of which...
Corporate Transparency Act: Beneficial Ownership Disclosure Requirements Are Coming
Feb 25 2021
Each year, more than two million corporations, limited liability companies (LLCs), and other entities are formed in the United States. Historically, formation of these...
Rising Gen Roles in the Family System: The Challenges and Opportunities
Jan 28 2021
My colleague, Heather Abramson, and I had the pleasure of leading the FOX Rising Gen Forum in October 2020, which brought together family members in their 20s, 30s, and 40s...
Jan 04 2021
2020 was an unprecedented year for business owners. It brought a pandemic, a deep recession, a civil rights movement, and civil unrest in cities across America. While it’s...
Succeeding in Turbulent Times: A case study on leadership and teambuilding in single-family offices.
Dec 17 2020
Note: This case study is based on Jill Barber’s work as President of CYMI Holdings. The “I” statements refer to her.
As a long-term professional in the family office, I was...
The Top 5 Myths of Impact Investing
Dec 09 2020
There’s no such thing as a neutral investment. Investments either have a positive or negative impact on society. Impact investing addresses these pressing social and...