FOX Series
The One Factor Every Advisor-Client Relationship Comes Down To
Across all industries, client expectations are changing. Wealth management for the ultra-wealthy is no exception.
With the advent of technological disruptors and...
What You Can Learn from Nancy Reagan’s Funeral
When former First Lady Nancy Reagan passed away in March, millions of Americans mourned the loss. On the day of her funeral, people across the country watched...
Preparing for the Next Industrial Revolution
The Circular Economy, William McDonough explains, is an economic system that provides continuous benefit for generation after generation through design that...
Seven Ways to Improve Your Family Client Experience
For our FOX Thought Leaders Council Report “Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market,” we looked at 30 of the best...
It’s Time for Family Offices to Change the Way They Think About Technology
Now, more than ever, the business of managing private wealth is exceedingly complex. Most family offices are doing the work of sophisticated financial...
Evaluating Your PFTC State Situs: A Case Study
I was recently speaking with the general counsel for a private family trust company (PFTC), and they told me a compelling story about their recent PFTC state...
FinTech: Are We About to See "Uber" for Financial Services?
For several years now, wealth advisors have been concerned about the rise of robo-advisors and the potential impact on the wealth management industry. There is a...
Is the Real Estate Market Overheated?
Is the real estate market overheated?
In October 2014, PwC published a report based on interviews of dozens of leading real estate professionals across a...
Using Wealth for Good: Charly Kleissner on Impact Investing
He may be one of the most visible figures in the emerging movement, but Charly Kleissner realizes that there is still a lot of healthy skepticism surrounding...
What Family Offices Can Learn From Great Client Experience Brands
FOX has been working to determine what makes for a great experience for the client of a family office.
Throughout 2015, FOX studied more than 30 businesses...