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No one is immune from cybersecurity threats. And responsibility for protecting your data doesn’t rest with one person or provider. So it’s essential every organization follows at least some basic
Leading up to 2020, family office technologies made significant improvements with expanded offerings and new entrants. But history has shown nothing is a more effective change accelerator than a
The biennial 2020 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan. The report highlights key family office
A live, interactive, discussion with FOX members on Adopting Work-From-Home for the Long Term. During this virtual event, members shared ideas, questions, and solutions for operating in the months
An interactive discussion with FOX members on Back to the Office -- Part 2. During this virtual event, members will be able to share ideas, questions, and solutions for operating in the months ahead
Peter Mahler founded Mahler Private Staffing over 30 years ago. He and his team have staffed the homes and family offices of over 1,000 of America’s leading families. Join Peter as he discusses the
Most small businesses begin their financial lives using Intuit's QuickBooks, but if your business has moved beyond the entry level, your organization may be facing a number of challenges as you
Four senior partners from Plante Moran’s family office services group discuss, in a round table format, the challenges faced by family offices working in a remote environment and the evolving
Working remotely is part of the “new normal” in a COVID-19 environment, but to make it work well, you need the right people, the right attitude, and the willingness to take the time to
During these uncertain times, FOX wants to assist family leaders to better understand how the crisis events of 2020 are affecting family members. It is clear recent events will impact our society,