FOX Series
Longevity and its Implications on the Ultra-Wealthy
The impact of greater longevity will be broad and deep as the average life expectancy in America today is longer than in any other period in history. The systems and...
The Recipe for a Successful Family Meeting
Family meeting season is here, and FOX members are gearing up to create learning experiences and memories that will last a lifetime. Of course, the planning likely began long...
We All Saw it Coming! Why now is the time for the great transition of wealth
A perfect storm of market appreciation and demographics points to a progressive and sustained growth opportunity in the ultra-wealth business. Now that the time of great...
Ten Characteristics of Successful Direct Investing Families
Investing directly and operating in real estate and operating businesses is an increasingly important focus for many family offices. For the past decade, FOX has been...
Overall Family Offices are satisfied with recent performance, but beginning to move away from the traditional approach to asset allocation.
Family Enterprise Planning: How to Engage the Next Generation
Beyond the Family Business
A business-owning family with intertwined holdings and joint assets across generations must invest in planning to ensure continued success as a...
The Ultra-Wealthy Response to Innovation
All aspects of our daily lives will be impacted, as will our understanding of self and the meaning of privacy, ownership, and citizenship due to dramatic changes resulting...
Guest Post: Family Businesses Must Have a Voice in Washington
Legislators must know what is important to family businesses; what helps or hurts them when it comes to operating their business and creating more jobs. For that reason, it...
Four Things to Expect From Your Trustee
You can’t evaluate what you can’t measure- and when assessing the success of any trust, proper metrics are vital. Beneficiaries should hold their trustees accountable, but so...
The Role and Power of the Trustee
Serving as a trustee is a huge responsibility and can be fraught with peril in terms of potential liability. Trustees owe fiduciary duties to the trust beneficiaries and...