Oct 09 2020
With the election coming up in November and year-end following – then couple that with a pandemic that has completely disrupted the economy and interest rates – we can be...
Breakout Session 4: Driving Efficiencies with Technology
Oct 09 2020
Kent Lawson, Director of Technology Integration Services at FOX, explains how we can drive efficiencies by employing technology.
In short, efficiencies means doing things...
Breakout Session 3: Improving Quality Through Family Office as a Service
Oct 09 2020
Here Rob Mallernee, a long-time member of FOX and the CEO and System Designer at Eton Solutions, looks at how family offices can use a process driven approach to help...
Breakout Session 2: Managing Under Covid-19
Oct 09 2020
The pandemic is especially overwhelming as we view of all the headlines in the news and on social media. We don’t yet know the full effect the pandemic – how long it’s going...
Oct 08 2020
Every other year FOX sponsors a Family Office Compensation and Benefits Survey. The 2020 survey had a total of 201 participants from across the United States, and was based...
Spot and Manage Talent in the New Paradigm
Oct 08 2020
Covid-19 has certainly changed the landscape and created a new normal, along with many decisions and points of challenge. Here Cassie Atteberry (Principal at Talent Outside...
Future of Technology in the Family Office
Oct 08 2020
To be successful in our ever-changing world, family offices need to embrace new technology like never before. The question is, how can a family office technology leader...
Evolving Client Needs and Expectations Are Changing the Role of the Family Office
Oct 08 2020
In our fast paced world, we see how client needs and expectations are changing the role of the family office. Here, Mindy Earley (Chief Learning Officer at FOX), and Gaby...
Ready or Not - Your Future Family Office is Here
Oct 08 2020
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
Sep 10 2020
"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." -...