FOX Series
Single-Family Offices Can Now Serve Former In-Laws
The SEC has expanded the definition of “family” in single-family offices.
The January 2015 ruling, which was an update to a previous SEC ruling we covered in the...
How Millennials Really Want to Communicate with Advisors
When you think of Millennials, one of the first images that likely comes to mind is a group of young adults, all standing around in a circle... looking down at...
How Family Offices Change Over Time
Families change, grow and evolve from one generation to the next. So do family offices.
While family offices are first formed to serve the needs of their...
Every January, we launch our annual Global Investment Survey to find out how FOX members fared in the markets, and what changes they’re planning for the year...
Family Offices Clear One More Regulatory Hurdle
A third shoe has fallen. Family offices have now cleared three hurdles in the regulatory actions considered as a result of the Dodd-Frank repeal of the SEC’s old...
In September, the FOX Wealth Advisor Council convened in New York to discuss the latest FOX research, benchmarking and best practices for advisors serving single...
How Families May Uncover the True Essence of a Wealth Advisor
A frustration we often hear from families is that wealth management firms all sound the same. No firm can be all things to all families. The sooner in the process...
From Kickstarter campaigns to Ice Bucket Challenges for charity, when it comes to raising funds in today’s hyper-digital world, online crowdfunding is generating...
Family Offices Can Now Serve In-laws
In a very encouraging development, the SEC has indicated that they intend to grant exemptions from the strict definition of “family” in the Family Office Rule to allow...
Four Reasons the Private Family Trust Company Market is Growing
A notable trend in recent years has been the increasing popularity of private family trust companies (PFTCs). This growth is rooted in multiple factors, but here...