Family Office Exchange

Be sure to check out the recent contribution to our blog, Boutique Matchmaking's Love & Legacy Series. This 3-part series begins with Part 1: The Delicate Art of Parental Guidance in Love!   In Love & Legacy - Part 1, Cassindy Chao Bierhaus & Shannon Lundgren delve into the delicate balance between parental influence and individual autonomy through the prisms of Understanding the Boundaries: Advice vs Intrusion & Facilitating Growth: The Role of a Dating Coach. This walks the tight rope of how parents can foster relationships that honor core family values, while also encouraging personal growth, autonomy, and unity.   Also be sure to watch our blog page for Love & Legacy - Part 2: The Synergy of Strong Networks and Personal Development!   Click here to read: https://lnkd.in/gHaikpUC

REGISTRATION $199 | Join us in 2 weeks in New Orleans, LA, for the 2024 FOX Technology Showcase. Hear from 15+ exhibitors, network with peers, and experience technology that impacts family offices up close. Click here to learn more and register: https://lnkd.in/gmdX8ZTA #FOXlivetechshow #neworleans #technology #familyoffice #unhw

Learn what sets ROEF Academy apart from other rising gen programs.   Click here to learn more about the program. https://lnkd.in/gXEueYKu Prof. dr. Maarten de Groot Miguel López de Silanes Gómez dr. Joukje Swinkels Sara Hamilton

FOX is thrilled to highlight Arch in the FOX Community! Arch is the one-stop digital admin for private investments, delivering the missing infrastructure for managing and understanding private market investments. Arch expertly consolidates data from the various web portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems. As a New York based, in-person team, Arch supports $125B in assets across 275 investment advisors, families, and institutions, including a top 5 US bank. Their goal to set out and solve the administrative pain of alternative investments is done through leveraging software and industry leading insights to automate inefficient work like collecting K-1s and logging into individual web portals. Arch is building this infrastructure to save time, eliminate cost, and enhance investors' ability to understand their data. To learn more, and to get in touch directly, be sure to visit Arch's FOX partner page at the link below, and see them live at our upcoming Live Technology Showcase, this September in New Orleans: https://lnkd.in/gstarWYj

Check out S2E28 of the FOXcast CEO Series, Building a Sustainable Family Office! FOX CEO Peter Moustakerski sat down with Scott D. Saslow, Founder and CEO of Palo Alto, CA-based ONE WORLD Investments. Scott expounds on the concept of “sustainability” as it pertains to a family office, and he provides his definition of a sustainable family office and explains why sustainability is important in this context. Having emphasized how important this objective is for the family, Scott then talks about how families and family offices pursue sustainability and how they prepare for it and how they achieve it. He outlines the many dimensions and ways to make a family office sustainable. Don’t miss this insights-packed conversation with a rising-gen owner of a family enterprise, a successful entrepreneur and wealth creator, and a proponent of family sustainability and positive impact. https://lnkd.in/guXGwQVp #sustainable #sustainablity #familyoffice #familyoffices #uhnw

Our Family Advisor Training Program has made a significant impact on the careers of many family office professionals and wealth advisors. Do you want to join that list?   If so, join us to benefit from a curriculum designed by industry leaders, a supportive cohort of peers, and a personal development plan that will help you apply what you learn long after the program ends. The program includes two virtual sessions (Sept. 10 and Nov. 5) and an in-person intensive Sept. 18-19 in Dallas, TX.   Click here to learn more and register: https://lnkd.in/ghJb74S4 #familyoffice #familyoffices #careerdevelopment #wealthadvisors #uhnw

Be sure to check out the recent contribution to our blog, “Transforming Endowment Tracking and Reporting”, by FOX Resource Partner, Ledgex! Peter Cunha, Director of Business Development, details what it would be like to imagine having the power to be agile enough to dive deep into your endowment portfolio with just a few clicks. The complexity of asset allocation demands expertise and regular rebalancing. Peter also discusses why endowments matter, the changing landscape of endowment management, and tailored solutions for unique needs. Let us know your thoughts! Click here to read the blog: https://lnkd.in/gkmUvYAd

The 2024 FOX Family Forum full agenda has been released! Click the link below to view the agenda! https://lnkd.in/gKjRWEDv At the 2024 FOX Family Forum, family members, office executives, and their trusted advisors will learn about building and strengthening a lasting family enterprise and discover the importance of family learning, investment in individual strengths, and creation of meaningful, memorable experiences for their family.   Join us in Atlanta, GA, October 28-30!   #family #familyoffice #familyoffices #wealthmanagement #uhnw

Join us in New Orleans, LA, September 10-12 for the 5th Annual FOX Technology Showcase. View the full list of exhibitors below: Arch Deviate Consulting Eton Solutions LP Fi-Tek Wealth Solutions leafplanner Ledgex Masttro Pinnacle Fund Services Sage SEI SumIt Software Summitas TIFIN Give Vanilla Zephyr Click here to learn more and register: https://lnkd.in/gmdX8ZTA #FOXlivetechshow #neworleans #technology #familyoffice #unhw

FOX is thrilled to highlight Pinnacle Fund Services in the FOX Community!   Pinnacle are experts in offering solutions for the complex reporting needs of family offices. Whether it’s a single-family office, or multi-family office, they have solutions that help increase accuracy and transparency through high-quality and custom reports. This is done by providing fully outsourced accounting, financial reporting and investment performance reporting services that cover multi-pooled vehicles, independent trading accounts and separately managed accounts. Providing consolidated reporting and attribution analysis shows how each of your individual investments and sub-advisors have performed historically, while allocating income between family members within pooled vehicles. Through the implementation of their 4-step process, Pinnacle can provide you a comprehensive and tailored solution. To learn more, and to get in touch directly, be sure to visit Pinnacle Fund Service's FOX partner page at the link below, and see them live at our upcoming Live Technology Showcase, this September in New Orleans: https://lnkd.in/gyaE4zyY