FOX Series
“In life, longevity is a gift only if you know how to use it. And as we prepare to tackle issues related to family journeys at the FOX Fall Forum, I wanted to...
A Global FOX: Connecting and Strengthening Families Here and Abroad
As president of Family Office Exchange, I spend much of my time outside of our Chicago headquarters travelling to far-off locales to meet with families who are part of the...
Members of the FOX Client Experience Council – a like-minded group of executives from single and multi-family offices around the country who gather in person twice each year...
Compete, Compromise or Co-Create
Conscious leaders know that co-creation is a possible choice along with competition and compromise. They have developed the wisdom and skill to know which option to choose...
Is Your Pricing Strategy Good For Your Business?
More advisors to families of wealth are wondering if an asset-based pricing structure has out-lived its useful purpose
It seems long ago that wealth advisors could charge an...
Family Stories Keep Families Together
Jackie Kennedy Onassis once said: “If your children turn out well, nothing else matters. If your children turn out badly, nothing else matters.”Having the young people in...
Long-Term Incentives and Phantom Stock: Attracting and Retaining Talent in the Family Office
According to the 2016 FOX Family Office Compensation and Benefits survey, only 30 % of offices offered long-term incentive plans.Family offices are often looking for talent...
David Lough’s wonderful, engrossing, nightmarish study of Winston Churchill’s reverse Midas touch (Picador, 2015) inspires our old friend Michael Harkins, chief of Levy,...
Unnecessary Evils: A Critique of Wealth Management Norms Circa 2017
While many principals sense that their current investment programs aren’t likely to produce satisfactory risk-adjusted net returns in coming years and beyond, most have...
Moving to the Cloud: One Family Office’s Experience
“What is your family office’s number one threat? If it happened today, could you function tomorrow?”
These are the questions that one family office executive asked her peers...