FOX Series
What’s Obvious is Obviously Priced In
Given the current state of the market, many investors that I am speaking with are considering changes to the “what has worked before” approach.
When I am looking...
The Impact of Automation on the Labor Force, the Economy, and Society
I am fascinated by the complicated ways that automation may transform the labor force—and how dramatically the acceleration of technology in the work place may...
Six Steps for Developing a Successful Family Meeting
When you are a business-owning family, sometimes you can become so completely focused on the growth and continued success of the business that you forget the equally...
Preparing the Next Generation of Beneficiaries
Preparing the next generation, especially wealthy children or trust beneficiaries, is one of the hottest topics in the high net worth world. Quite frankly, the consequences...
Avoiding Potential Beneficiary Claims Highlighted in the PFTC Context
The Private Family Trust Company structure has evolved from a new concept to one that is now established and used widely by family enterprises as a strategy for managing...
From a historical perspective, the private family trust company (or PFTC) is a relatively recent structure employed by successful, strategically-oriented families. Those who...
Nine Reasons to Start a Private Family Trust Company
What is a Private Family Trust Company?
A private family trust company (PFTC) is a state-chartered entity designed to provide fiduciary services to members of a family. PFTC...
Cybersecurity Tips from a 30-year Veteran of the FBI
Cybersecurity is a topic of great concern among our members as many face the challenge of keeping family members and their financial information safe. Scott Augenbaum, a 30-...
Sustaining Trust and Navigating Conflict in Your Family Business
You’ve worked so hard to make your family business a success, but eroding trust and simmering conflict threaten to derail the progress you’ve made. Is that a sign that your...
Improving the Visibility of Entrepreneurs
Paramount to every enterprise is a healthy, abundant supply chain. Regardless of the end product, the quality and quantity of the raw materials will dictate the quality of...