Inflection Points: 4 for 24: Themes to Watch for Next Year
Family Office Exchange
by emyers@familyoffice.com
3M ago
Author:  Global X ETFs - Scott Helfstein Investors always have a lot to worry about, and the current environment is no different. Markets continuously climb walls of worry. One day interest rates are the concern, the next its upcoming elections, the day after perhaps economic growth. Assessing risks is central to sound investment, but be careful of inertia. Thinking from a long-term perspective can mitigate near-term volatility. Stay invested, and remember that even in turbulent markets, there are usually pockets of opportunity. Optimism is usually rewarded, and the economic dynamism ..read more
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2023 FOX Family Forum Recap – Day 3
Family Office Exchange
by bottosen@familyoffice.com
3M ago
Author:  Erin Hulse Enjoy a recap of Day 3 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC. Anticipating Change in the Family and the Family Enterprise Joline Godfrey, Sara Hamilton, and Jeff Strese Explores a multitude of dynamics coming simultaneously; generational shifts happening faster and with greater consequence, AI, and climate change, both with the potential to alter the human experience. The rise of women’s wealth ownership and its impact in both the family and the enterprise. Five Global Themes You Know to be True Time more scarce than money Dra ..read more
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Shannon Kennedy receives inaugural Glen W. Johnson Legacy Award at FOX Family Forum
Family Office Exchange
by bottosen@familyoffice.com
5M ago
This week, Family Office Exchange (FOX) recognized Shannon Kennedy, Head, BMO U.S. Wealth Management, as the inaugural recipient of its Glen W. Johnson Legacy Award. The award is presented to those who have distinguished themselves through exemplary achievements in the family office space. With over 35 years’ experience working with affluent families, Shannon was recently appointed to her current role of Head, BMO U.S. Wealth Management, having previously served as Global President for BMO Family Office. In both 2020 and 2023, she was a recipient of the Women in Wealth Award by Family Wealth ..read more
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The 3 most critical questions to ask when selecting family office technologies
Family Office Exchange
by bsanders@familyoffice.com
5M ago
Author:  Private Wealth Systems Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Innovator by CIO Review. You don’t have to look far these days to see impressive financial dashboards showcasing consolidated wealth with interactive pie charts and dynamic dashboards. For family offices and ultra-high net worth (UNHW) individuals, selecting the right technology platform from many attractive opti ..read more
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2023 FOX Family Forum Recap – Day 2
Family Office Exchange
by bottosen@familyoffice.com
5M ago
Author:  Erin Hulse Enjoy a recap of Day 2 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC. Industry Founders Panel: The Evolution of Wealth Sarah Hamilton, James (Jay) Hughes Jr., Dennis Jaffe, Ellen Perry, John Warnick, and moderated by Peter Moustakerski For the first time, FOX has gathered on the same stage the five most important founders of the family wealth field. Panelists reflect on the journey of the past four decades and share their visions, offering wisdom and advice for the rising gen leaders. Five Decades of Evolution for Families Growing the ..read more
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Avoiding the December Mad Scramble
Family Office Exchange
by bsanders@familyoffice.com
5M ago
We are a team of large-scale donors, philanthropy advisors and technologists committed to making philanthropy more accessible, effective and meaningful. We are primarily funded by a family office and have focused our product development on solving the challenges of effectively managing the complex philanthropy efforts typical in a family office. Because Giving Place is "by family, for family" and is specifically designed with family offices in mind, our lineage has helped us create a solution uniquely focused on the intersecting needs of donors, their families and advisors (philanthrop ..read more
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FOXCast CEO Series: Cultivating a Culture of Empathy and Partnership with Jeff Strese
Family Office Exchange
by bottosen@familyoffice.com
7M ago
Today, I have the pleasure of speaking with our very own Jeff Strese, a human capital expert and executive coach focused on family-owned business leaders and senior wealth advisors. He works as consultant at FOX to develop transformational leadership programs and support our councils with thought leadership on human capital, generational transitions, and family dynamics. Jeff also teaches in the Executive Education program at SMU’s COX School of Business based in Dallas, TX. In this podcast, Jeff shares his definition and scope of human capital and offers insights into why so many organizat ..read more
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FOXCast CEO Series: Navigating the Perfect Storm in Commercial Real Estate with Ken Franasiak
Family Office Exchange
by bottosen@familyoffice.com
7M ago
This week, I am excited to speak with Ken Franasiak, Chairman & CEO at Calamar Enterprises – a major privately owned full-service, vertically integrated real estate organization comprised of finance, development, construction, and asset management divisions with over 100 separate LLC’s under its umbrella. The topic of our discussion is the current state and likely future of commercial real estate both as an investment asset class and as an operating business sector. As a third-generation family enterprise leader, 30-year veteran investor and operator in commercial real estate, and forme ..read more
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FOXCast CEO Series: Rationalizing the Family Investment Portfolio with Dan Tarlas
Family Office Exchange
by bottosen@familyoffice.com
8M ago
I am speaking today with Dan Tarlas, Senior Managing Director at Asset Consulting Group (ACG) – a seasoned investment consultant who has provided comprehensive investment expertise to multigenerational families for over 30 years. Dan, along with his firm, ACG, is also a long-time member of the FOX Thought Leaders Council. Dan and ACG have worked with numerous enterprise families over the decades, and he shares the insights he has accumulated on the opportunities families have to optimize the returns and costs of their investment portfolios. Often families’ portfolios have been constructed ..read more
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FOXCast CEO Series: Achieving Longevity as a Multi-Family Office with Leslie Voth
Family Office Exchange
by swhite@familyoffice.com
8M ago
In this episode, I have the pleasure of speaking with Leslie Voth, Chairman, Chief Executive Officer & President of Pitcairn. Leslie has been with Pitcairn for 30 years, serving in a variety of leadership roles, and is the first chairman of the board who is not part of the Pitcairn family. She is a prominent senior executive and thought leader in the multifamily-office (MFO) industry. Leslie shares the story of Pitcairn, which this year celebrates its 100th anniversary, and its evolution from a firm initially established to serve the needs of one family to its status today as a premier ..read more
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