FOXCast: The Art of Investing for Families
Jun 10 2019
In this episode, we sit down with Dan Tarlas, Senior Managing Director at Asset Consuting Group (ACG) to talk about what it takes to partner with families as investment...
13 Reasons Why Estate Planning is Necessary for Modern Families
Jun 10 2019
The below is based on article that originally appeared in Tax Management Estates, Gifts and Trusts JournalTM
Modern families take many forms, and estate planning...
Risks, Benefits and Rewards of Qualified Opportunity Zones and Funds
Jun 07 2019
Qualified Opportunity Zones (QOZs) offer taxable investors the potential for deferral of existing gains and tax-free growth. Though the basic provisions of the tax incentive...
Improving Family Office Culture in Four Acts
Jun 07 2019
For the last two years our family office has been on a deliberate journey to change our culture. It's been a lot of work and learning as we go, but we now have year-over-year...
Why Families Need to Participate in Their Own Protection
Jun 05 2019
Below is an excerpt from my article, Approaching Personal and Physical Security With a Risk-Based Perspective, from the 2019 FOX ForesightTM publication.
With serious new...
FOXCast: Mindy Earley Geeks-Out on Learning
May 20 2019
In this episode, we check in with Mindy Earley, Chief Learning Officer at FOX on creating programs for the rising generation that help them navigate the unique world of...
Unique Liability Claim Trends in the Ultra-High Net Worth Market
May 13 2019
Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress, slander, and...
FOXCast: Mindfulness around the Trustee/Beneficiary Relationship
May 03 2019
In this episode, we check in with Ruth Easterling, Managing Director of Member Services at FOX on the importance of developing a strong trustee/beneficiary relationship....
The Essentials of Family Office Services
Apr 25 2019
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Tackling the 'One, Two, Threes'
Let’s never forget integrated services are the crucial deliverables by a family office and these services provide the best evidence to...
FOXCast: Robert Jordan on Preserving Family Legacies
Apr 22 2019
In this episode of FOXCast, our guest is Robert Jordan, Founder and CEO of Video Family Biographies, part of Jordan & Jordan Communications.
Robert Jordan is a retired...