FOX Series
What Keeps You Awake at Night? And What Are You Doing About It?
Writing down what’s worrying you releases energy and frees up brainpower to be used more productively. Researchers have found that students with test anxiety who spend 10...
Six Disruptions in the Investment Industry and the Future of Alpha
While investing has never been straightforward, investing today in the face of current uncertainty may seem overwhelming.Traditional approaches to constructing a portfolio —...
Building Trust Within Family Enterprises
As I was preparing for the recent FOX Global Owners Forum, I was thinking about the importance of partnerships for family enterprises and why trust is the essential element...
How is Your Family's Relationship with Your Wealth?
Discussing the impact of wealth on your family can be a difficult conversation to initiate and daunting to guide. Everyone wants the relationship with money to be positive...
Infographic: How Family Offices Reward Employees Beyond the Paycheck
According to the FOX 2016 Family Office Compensation and Benefits Study, nearly 50% of offices surveyed said that finding and keeping competent, experienced talent was their...
Family Office Holiday Parties: What You Should Know
Not to be a total Scrooge, but I would be remiss if I didn't raise a cautionary holiday season human capital reminder that your family office holiday party can expose you to...
The Next Big Thing in Family Office Technology
This is the missing piece and, I hope, the next big thing in technology for financial services and the family office: using automation to create value in the back office....
5 Things You Need to Know Before Executing a Family Leadership Transition
While I was working as a consultant for FOX, the topic of leadership succession was often on my mind—particularly whenever I was working with a multi-generational family to...
There are few speakers more compelling than Mellody Hobson.
Hobson (president of Ariel Investments, chairman of the board for DreamWorks Animation SKG, Inc., director of The...
How are Wealth Advisors Evolving?
In my previous blog post, “Is the Multi-Family Office Pricing Model Broken?”, I noted that there has been a 15% drop in the pricing of wealth management-related services for...