Long-Term Incentives and Phantom Stock: Attracting and Retaining Talent in the Family Office
Aug 15 2017
According to the 2016 FOX Family Office Compensation and Benefits survey, only 30 % of offices offered long-term incentive plans.Family offices are often looking for talent...
Aug 02 2017
David Lough’s wonderful, engrossing, nightmarish study of Winston Churchill’s reverse Midas touch (Picador, 2015) inspires our old friend Michael Harkins, chief of Levy,...
Unnecessary Evils: A Critique of Wealth Management Norms Circa 2017
Jul 31 2017
While many principals sense that their current investment programs aren’t likely to produce satisfactory risk-adjusted net returns in coming years and beyond, most have...
Moving to the Cloud: One Family Office’s Experience
Jul 31 2017
“What is your family office’s number one threat? If it happened today, could you function tomorrow?”
These are the questions that one family office executive asked her peers...
Jul 31 2017
After an unsolicited offer from a competitor, a family reflects on what they’ve built and the uncertain road ahead.
The majority of family-owned businesses have no formal...
Infographic: 2017 FOX Global Investment Survey Indicates a Growing Interest in Direct Investing
Jul 28 2017
Interest in Direct Investing Increases: The 2017 FOX Global Investment Survey reveals a growing focus on direct private equity investments for family offices, reflected in...
Social Impact Bonds: Public and Private Working Together
Jul 24 2017
Social impact bonds, sometimes known as “Pay for Success” projects, are contracts with the public sector in which commitment is made to pay for improved social outcomes,...
The ETF Correlation Bubble: A Powder Keg?
Jul 21 2017
Based on financial news articles and television shows, everyone should be aware that money is being constantly withdrawn from active managers and placed into ETFs and other...
Why a Hacker May Be Lurking Near Your Bank Account
Jun 23 2017
The ingenuity and success rate of hackers targeting banks and credit unions continues to shock and amaze. Don't expect the financial services industry to ever willingly...
Best Practices for Onboarding New Family Office Clients
Jun 19 2017
When was the last time you felt “at home” in a completely new environment? What about this experience – the people you encountered or the service you received –made you feel...