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For family offices of all profiles—large and small, established and brand new—there are dozens of technology solutions available. In the first of the Family Office Series report, the
Single family offices are increasingly faced with the topic of succession whether triggered by an upcoming departure of a family office executive or a broader transition in generational family
High net worth families and their respective offices, as well as family-owned and operated businesses, are facing increasingly complex security risks in both the physical and cyber domains. Rising
When former First Lady Nancy Reagan passed away in March 2016, millions of Americans mourned the loss. While the events honoring Mrs. Reagan unfurled seamlessly, a dedicated team was hard at work
The wealth management industry is constantly reinventing itself, and with every passing year, firms continue to push software vendors to deliver features and functionality that not only enhance their
The holidays are approaching and to make it a more relaxed and enjoyable season, it helps to plan in advance and know the best practices for holiday planning, entertaining, gift giving, entertaining
Purchasing a wealth management technology solution is a significant business decision for your firm. You have likely been tasked with sourcing a platform that meets the needs of your principals, your
While the revolution of the “information age” creates tremendous advantages and helps accelerate innovation, it brings with it new risks—namely cyber attacks. While corporate
Cloud-based applications, also known as Software as a Service (SaaS), offer significant benefits. They are highly affordable, require minimal IT involvement, have no hardware requirements, and offer
FOX Public Webinar - The State of the Ultra Wealth Advisory Business There has been a 15% drop in the pricing of wealth management services for ultra-high net worth prospects since 2012. What is