FOX Series
What’s Top of Mind for FOX Financial Executive Council Members?
FOX Councils provide an exclusive, small-group setting to share knowledge, discuss experiences, and gain insights. Our FOX Financial Executive Council, consisting of CFOs,...
How Successful Advisors are Preparing for Clients in Transition
Disruption in our industry is inevitable, whether it is the growing transitions of businesses and wealth, or technology innovations such as robotics that will transform how...
Growing Interest in Forging a Direct Investment Path
Below is an excerpt from my article, Forging a Direct Investment Path, found in the 2019 FOX ForesightTM publication.
Family offices are forging ahead—increasing their...
2019 U.S. Policy Outlook: Trade, Fiscal Stimulus, and Political Controversy
We all are experiencing the outsize impact of political issues on the markets. For this reason, I’ve tapped PIMCO’s Head of Public Policy, Libby Cantrill, to...
Risk Mitigation Strategies for the Private Trust Company
When families think about “risk mitigation,” they typically are thinking about preparing themselves to handle problems when and if they occur, perhaps by creating a private...
5 Strategies to Encourage Engagement Across All Generations
Adapted from an article in Trust & Estates.
Crafting an Entrepreneurial Vision
When there’s disruption, there’s opportunity. Therefore, it’s important that successful...
Is it Time to Consider Forming a Private Trust Company?
As family interests expand beyond the core operating business and foundational family office services, the family, executives, and entities involved typically experience...
Has the Private Trust Company Structure Delivered on its Promise?
Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family called out the structure as...
Infographic: Family Office Employee Retention and Loyalty
Even in a tight labor market, family offices maintain a remarkably high employee retention. And that’s a good thing...right? Family offices have built compensation and...
Onboarding the Next Generation of Family Council Members
Recently, a FOX member inquired about the best practices of onboarding a next generation family member into the Family Council. "What does the first year look like for them...