Bitcoin and Virtual Currency – Understanding the Latest in Digital Transactions
Mar 16 2017
When performing an analysis of a client’s unique personal risk profile, we often find that their assets relate to their special interests. Whether it is a passion for fine...
The World Outside Our Trump-tinted Window
Mar 13 2017
You can’t have a conversation about the future of the global economy these days without the subject of US presidential politics coming up. From trade to immigration to tax...
Six Disruptions in the Investment Industry and the Future of Alpha
Mar 13 2017
While investing has never been straightforward, investing today in the face of current uncertainty may seem overwhelming.Traditional approaches to constructing a portfolio —...
Two Examples of Different Approaches to Purpose-Built Philanthropy
Mar 10 2017
One of the fascinating things about philanthropy is its variety. Every philanthropist’s approach is unique based on a number of variables, including resources, talent,...
Building Trust Within Family Enterprises
Feb 10 2017
As I was preparing for the recent FOX Global Owners Forum, I was thinking about the importance of partnerships for family enterprises and why trust is the essential element...
How is Your Family's Relationship with Your Wealth?
Feb 10 2017
Discussing the impact of wealth on your family can be a difficult conversation to initiate and daunting to guide. Everyone wants the relationship with money to be positive...
Infographic: How Family Offices Reward Employees Beyond the Paycheck
Jan 20 2017
According to the FOX 2016 Family Office Compensation and Benefits Study, nearly 50% of offices surveyed said that finding and keeping competent, experienced talent was their...
Family Office Holiday Parties: What You Should Know
Dec 05 2016
Not to be a total Scrooge, but I would be remiss if I didn't raise a cautionary holiday season human capital reminder that your family office holiday party can expose you to...
Tips on Smart Family Leadership
Dec 05 2016
When the family friend of Dustin Hoffman’s character in the 1960s film The Graduate took the young man aside to offer him career advice, he had just one word of advice for...
The Next Big Thing in Family Office Technology
Nov 04 2016
This is the missing piece and, I hope, the next big thing in technology for financial services and the family office: using automation to create value in the back office....