FOX Series
Infographic: 2017 FOX Global Investment Survey Indicates a Growing Interest in Direct Investing
Interest in Direct Investing Increases: The 2017 FOX Global Investment Survey reveals a growing focus on direct private equity investments for family offices, reflected in...
The ETF Correlation Bubble: A Powder Keg?
Based on financial news articles and television shows, everyone should be aware that money is being constantly withdrawn from active managers and placed into ETFs and other...
Why a Hacker May Be Lurking Near Your Bank Account
The ingenuity and success rate of hackers targeting banks and credit unions continues to shock and amaze. Don't expect the financial services industry to ever willingly...
Best Practices for Onboarding New Family Office Clients
When was the last time you felt “at home” in a completely new environment? What about this experience – the people you encountered or the service you received –made you feel...
On the Minds of Business-owning Families: Succession, Governance and Sustaining Wealth
51% of decisions in family businesses are made by senior generations
Over the last few years, business owners have inquired about ways to integrate the younger generations...
The 21st Century Challenge for Business-owning Families
How does one manage a vibrant, multi-dimensional family business with family members and stakeholders scattered across the country? That’s the 21st century challenge for...
Leadership: A Situation Well Framed is Half Solved
For the past several years, I have had the honor and pleasure of Co-Chairing the FOX Senior Management Council with Mariann Mihailidis at FOX. This council is a wonderful...
Inside the Family Office “To Do” List
The impact of the work accomplished each year by FOX family council members is impressive. We gather these peer groups of 25 wealth owners or family office executives twice a...
Are you adding value? Or taking up space?
Every time you communicate, you’re doing one of two things:
You’re adding value
You’re taking up space
When you add value, you’re contributing to the conversation. Clients...
Present Your Value with The Precision That You Deliver Your Value
The industry discussion of advisor fees realistically is not really an issue with fees. The issue is with the communication of the value associated with the fees. Most...