Sep 29 2017
“In life, longevity is a gift only if you know how to use it. And as we prepare to tackle issues related to family journeys at the FOX Fall Forum, I wanted to...
A Global FOX: Connecting and Strengthening Families Here and Abroad
Sep 29 2017
As president of Family Office Exchange, I spend much of my time outside of our Chicago headquarters travelling to far-off locales to meet with families who are part of the...
Strategic Philanthropy: New Approach to a Classic Concept
Sep 18 2017
In 360 B.C., the Greek philosopher Aristotle wrote of the distinction between simply giving away money and giving it away as part of a thoughtful process.
In Aristotle’s...
Cyber Security Considerations During Real-Estate Transactions
Sep 15 2017
Buying or selling real estate, especially your personal home, presents a unique set of fraud and cyber-security risks. Protect yourself by understanding these risks and...
Sep 11 2017
Members of the FOX Client Experience Council – a like-minded group of executives from single and multi-family offices around the country who gather in person twice each year...
Compete, Compromise or Co-Create
Sep 11 2017
Conscious leaders know that co-creation is a possible choice along with competition and compromise. They have developed the wisdom and skill to know which option to choose...
Is Your Pricing Strategy Good For Your Business?
Sep 08 2017
More advisors to families of wealth are wondering if an asset-based pricing structure has out-lived its useful purpose
It seems long ago that wealth advisors could charge an...
Trump Family Business Transition Puts Succession Planning In The Spotlight
Sep 07 2017
Transitioning a family business to the next generation is one of the most important and toughest business decisions a family firm owner will ever make. No other challenge has...
Family Stories Keep Families Together
Sep 07 2017
Jackie Kennedy Onassis once said: “If your children turn out well, nothing else matters. If your children turn out badly, nothing else matters.”Having the young people in...
Higher Standards: The Attraction of Benefit Corporations
Sep 05 2017
At first glance, the clothing company Patagonia, the cleaning products manufacturer Method, and the funding platform Kickstarter might seem radically different. After all,...