Family Office Exchange
FOXcast: Tech Series
Where technology meets strategy for the modern family office. Family Office Exchange's (FOX) COO, Kent Lawson, sits down with industry leaders to unpack emerging tools, expert perspectives, and the trends redefining how family offices work in a rapidly changing world. This podcast is brought to you by the FOX, the leading global membership organization serving enterprise families, family office professionals, and private wealth advisors.
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Autor
Family Office Exchange
Categoria
Site do podcast
Último episódio
30 de jun de 2026
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Episódios
The Journey from Accounting to Technology for Family Offices With Lindy Antonelli 30.06.2026 22:08
Learn how Armanino and Accounting Mainstay has Also Become a Technology Organization.
The Legacy Obtained As THE Family Office Solution With Nicole Eberhardt 16.06.2026 27:23
Learn why more than 400 family offices across 10+ countries trust Asset Vantage to simplify accounting, unify reporting, and provide a complete view of wealth through a single financial operating system.
CRM Purpose Built for Family Offices with Jim Marks 02.06.2026 27:13
Learn why WealthHub is the leading provider of CRM solutions for Family Offices, Trust Companies, and other Ultra-high Net Worth Fiduciaries
Around the Globe with a Single Platform for Family Office Needs With Ashley Whittaker 19.05.2026 22:04
Hear why FundCount is considered around the globe as the single choice for single and multi-family offices.
One Stop Shopping with a Platform Meant for the Family Office Community With Kartik Srinivasan 05.05.2026 29:54
Hear firsthand how Advyzon's tech platform, Auria, combines all aspects of a family office tech stack, along with independent investment management services.
Tech Consulting in the Family Office Industry With Erin Hulse 21.04.2026 24:28
Learn how Deviate Consulting became a mainstay in the family office space for tech selection and implementations.
Understanding the "Middle Man" of Accounting Data With Ryan Kerry 07.04.2026 18:26
A chance to learn about KnowLedger's beginnings and how accounting data can be automatically moved between systems and sources.
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