Insights into the Millennial Philanthropist Mindset
May 31 2017
Trillions of dollars are beginning to shift within ultra-high net worth families to a new generation of heirs, according to a recent Accenture study. As this transfer of...
On the Minds of Business-owning Families: Succession, Governance and Sustaining Wealth
May 24 2017
51% of decisions in family businesses are made by senior generations
Over the last few years, business owners have inquired about ways to integrate the younger generations...
The 21st Century Challenge for Business-owning Families
May 19 2017
How does one manage a vibrant, multi-dimensional family business with family members and stakeholders scattered across the country? That’s the 21st century challenge for...
Leadership: A Situation Well Framed is Half Solved
May 05 2017
For the past several years, I have had the honor and pleasure of Co-Chairing the FOX Senior Management Council with Mariann Mihailidis at FOX. This council is a wonderful...
ESG: Keeping an eye on the governors
May 01 2017
The acronym ESG stands for Environmental, Social, and Governance. It refers to a mode of screening investments that considers environment, social and corporate governance...
Balancing Business and Philanthropic Goals may not be Either-Or
Apr 14 2017
As an entrepreneur or small business owner first starting out, you may have the desire to make philanthropy a core principle of your business but feel you have to put that...
Inside the Family Office “To Do” List
Apr 11 2017
The impact of the work accomplished each year by FOX family council members is impressive. We gather these peer groups of 25 wealth owners or family office executives twice a...
Are you adding value? Or taking up space?
Apr 06 2017
Every time you communicate, you’re doing one of two things:
You’re adding value
You’re taking up space
When you add value, you’re contributing to the conversation. Clients...
Present Your Value with The Precision That You Deliver Your Value
Mar 21 2017
The industry discussion of advisor fees realistically is not really an issue with fees. The issue is with the communication of the value associated with the fees. Most...
What Keeps You Awake at Night? And What Are You Doing About It?
Mar 20 2017
Writing down what’s worrying you releases energy and frees up brainpower to be used more productively. Researchers have found that students with test anxiety who spend 10...