FOX Series
The Family Office and the Internet of the Future
There is a big change just starting to impact the way the Internet, and its related apps, are used: they are moving away from a silo approach to one of...
Know Your Strengths: How to Develop a Family Wealth Strategy
Many FOX members have asked about what considerations should go into developing a family wealth strategy after an operating company is sold. To them, I’ll often...
Is it Time to Move Family Office IT to the Cloud?
In the not too distant past, if you were in IT and had virtualization skills, you probably thought your future as an IT admin was secure.
Today, that is no...
The Impact of Longer Life Expectancy on Family Wealth Management
There seems to be at least one new concept that lingers in the memory and creates a buzz among the attendees at each FOX event. At this year’s FOX Wealth Advisor...
How Do You Retain Top Employees?
When I attended a recent FOX Executive Council meeting, one common theme I kept hearing from members was how difficult it is, in this or any business environment...
Cybersecurity Basics in the Family Office
For many family offices—especially the smaller ones—the thought of spending tens of thousands of dollars on one key element of cybersecurity, penetration testing...
Why Profits are Soaring at Top Multi-Family Offices and Wealth Advisor Firms
Multi-family offices and wealth advisors are enjoying growing profitability—and revenue.
That’s what we learned while conducting the 2014 FOX Multi-Family Office...
The Two Features in Family Offices with Top Investment Returns
There’s a strong correlation between family offices’ investment performance and reliance on a CIO and investment committee.
In analyzing the results of the 2015...
Leadership is an integral part of a wealth advisor’s everyday responsibilities as someone responsible for providing holistic and integrated family wealth...
How the Cloud has Transformed Technology in the Family Office
There has been a paradigm shift in family office technology.
A decade ago, family offices had to custom build systems to meet their specific needs. It was...