FOX Series
Finding Growth in Emerging Markets
When considering an allocation to emerging markets, investors are almost universally seeking growth.
Emerging economies have, indeed, significantly outperformed developed...
When Does a Family Become a Family Enterprise?
At the inaugural FOX Global Owners Forum, I described the evolution that business-owning families experience—and the increased complexity they encounter—as they become family...
Is the Multi-Family Office Pricing Model Broken?
Pricing at multi-family office firms is under pressure.
That is one of the key findings in the 2016 FOX Wealth Advisor Benchmarking Study. Advisors are losing pricing power...
Staff Retreats: How They Can Benefit Your Family Office
When I was heading up consulting for FOX, I had the pleasure of spending a morning with the staff of a large family office at their three-day retreat in the wilderness of...
How to Prepare for the New Overtime Rules
On May 18, 2016, the Department of Labor (DOL) updated the Fair Labor Standards Act and expanded overtime eligibility for millions of American workers by increasing the...
Three Reasons to Bring Outsiders Into the Family Enterprise
The more I learn from working with families, the more I realize that the relationships they have with their advisors are just like dating. One of the most important...
10 Strategies for Family Unity
In putting together the FOX Guide to Family Education, we were able to identify a number of innovative strategies to enhance owner engagement and foster an ongoing education...
Cybersecurity and the Family Office
We all hear how cybercrime is a fast-growing crime, one of the fastest growing crimes and that the financial services sector is a target. There is no single solution to the...
Finding a Job in a Family Office
I recently participated in a roundtable session at a CFA Society of Chicago career event with 12 moderators each leading a table discussion on careers in various investment...
Making Impact Investing Your Own
As impact investing is maturing, we’re seeing an evolution of that very definition.
In an earlier FOX Insights blog post, FOX Thought Leaders Council™ member Mark Harder of...