FOX Series
FOXCast: Mindfulness around the Trustee/Beneficiary Relationship
In this episode, we check in with Ruth Easterling, Managing Director of Member Services at FOX on the importance of developing a strong trustee/beneficiary relationship....
The Essentials of Family Office Services
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Tackling the 'One, Two, Threes'
Let’s never forget integrated services are the crucial deliverables by a family office and these services provide the best evidence to...
FOXCast: Robert Jordan on Preserving Family Legacies
In this episode of FOXCast, our guest is Robert Jordan, Founder and CEO of Video Family Biographies, part of Jordan & Jordan Communications.
Robert Jordan is a retired...
Developing a Family Enterprise Governance Model
The Need for a Formal Governance Process
As the family grows, decision-making moves from the dining table to the board room and family members are often reluctant to...
FOXCast: Adapting to Change in the Great Transfer of Wealth
In our first FOXCast episode, we check in with David Toth, Managing Director at FOX about his recently-published study, Transformation of the Ultra Wealth Business. ...
Why the Next Generation of Leaders are So Important
Below is an excerpt from the article, Understanding the Voice of the Rising Gen, from the 2019 FOX ForesightTM publication.
As wealth owners shift gears to succession...
Pre-College Guidance – Making Good Choices Amidst College Admission Scandals
There can be immense pressure surrounding the college application and acceptance process. For students, this decision is concentrated on the right school, the right academic...
Who Will be the Advisor of the Future?
A lot has been said about the new generation of advisors. For the most part the narrative is about how they are different from their Baby Boomer predecessors. At times these...
Raising a Healthy, Wealthy, and Wise Generation
What happens when you bring a group of family learning and client experience officers together to trade experiences and share lessons learned? Magic – in the form of answers...
Wealth Management as a Second Family Business
Evolving from Business Owner to Financial Family
Families held together by a family-controlled business share a feeling of pride about the business. Their identity as a...