10 Reasons to Start a Family Office
Aug 31 2018
I have been traveling in the US and abroad lately, meeting successful business owning families who feel that they have “become bigger than their business”. They realize that...
Three Tips for Staying Ahead of the Bad Guys – Security Awareness
Aug 22 2018
This summer we hosted our first FOX Family Security Workshop. According to attendees, security is currently one of their top concerns.
We brought together industry experts to...
What’s on the Minds of the Leading Families in Latin America
Aug 15 2018
Latin America has been one of the most dynamic regions of the world in the last two decades, experiencing strong GDP growth and wealth. During this time, many of the region's...
Creating an Effective Team for the Family Office
Aug 14 2018
The biggest asset of any family office is the staff that supports the family clients. Over the last couple of years, creating an effective team for the family office is an...
Longevity and its Implications on the Ultra-Wealthy
Jul 24 2018
The impact of greater longevity will be broad and deep as the average life expectancy in America today is longer than in any other period in history. The systems and...
The Recipe for a Successful Family Meeting
Jul 16 2018
Family meeting season is here, and FOX members are gearing up to create learning experiences and memories that will last a lifetime. Of course, the planning likely began long...
Take Steps to Combat Risk with a Thoughtful Strategy
Jul 12 2018
In the midst of a growth economy, risk factors are sometimes pushed to the periphery of a company’s focus. It’s no different for family offices. When those risks eventually...
The Pros and Cons of Using a Commercial Institution as Your Trustee
Jul 06 2018
It’s natural to want to choose a family member or someone you know well to serve as your trustee. However, it sometimes also makes sense to choose a professional trustee like...
We All Saw it Coming! Why now is the time for the great transition of wealth
Jul 02 2018
A perfect storm of market appreciation and demographics points to a progressive and sustained growth opportunity in the ultra-wealth business. Now that the time of great...
Keeping Up With the Evolving Technology Needs of Your Family Office
Jun 28 2018
Increasing demands for data and the up and coming younger generation are impacting the technology needs of family offices. Many family offices are challenged to meet the...