Ten Characteristics of Successful Direct Investing Families
Jun 21 2018
Investing directly and operating in real estate and operating businesses is an increasingly important focus for many family offices. For the past decade, FOX has been...
Jun 07 2018
Overall Family Offices are satisfied with recent performance, but beginning to move away from the traditional approach to asset allocation.
Family Enterprise Planning: How to Engage the Next Generation
Jun 05 2018
Beyond the Family Business
A business-owning family with intertwined holdings and joint assets across generations must invest in planning to ensure continued success as a...
The Ultra-Wealthy Response to Innovation
May 24 2018
All aspects of our daily lives will be impacted, as will our understanding of self and the meaning of privacy, ownership, and citizenship due to dramatic changes resulting...
Guest Post: Family Businesses Must Have a Voice in Washington
May 15 2018
Legislators must know what is important to family businesses; what helps or hurts them when it comes to operating their business and creating more jobs. For that reason, it...
Four Things to Expect From Your Trustee
May 15 2018
You can’t evaluate what you can’t measure- and when assessing the success of any trust, proper metrics are vital. Beneficiaries should hold their trustees accountable, but so...
The Role and Power of the Trustee
May 09 2018
Serving as a trustee is a huge responsibility and can be fraught with peril in terms of potential liability. Trustees owe fiduciary duties to the trust beneficiaries and...
Eight Things Every Trustee Must Know
May 08 2018
Most people feel honored when they are tapped to serve as trustee of a family trust. It’s an important leadership position as well as a powerful role in managing a family’s...
Infographic: 5 Ways to Prepare the Rising Generation for Leadership
May 02 2018
The goals of family education include understanding the family’s values, legacy, and sources of wealth, increased engagement in the family enterprise, and basic financial...
10 Common Employment Mistakes Family Office Managers Make
Apr 24 2018
In March, Warner attorneys Jon Kok and DeAndre' Harris presented a webinar for the FOX Human Capital Network. The topic was common mistakes that managers, including family...