5 Things You Need to Know Before Executing a Family Leadership Transition
Sep 14 2016
While I was working as a consultant for FOX, the topic of leadership succession was often on my mind—particularly whenever I was working with a multi-generational family to...
Sep 09 2016
There are few speakers more compelling than Mellody Hobson.
Hobson (president of Ariel Investments, chairman of the board for DreamWorks Animation SKG, Inc., director of The...
How are Wealth Advisors Evolving?
Sep 01 2016
In my previous blog post, “Is the Multi-Family Office Pricing Model Broken?”, I noted that there has been a 15% drop in the pricing of wealth management-related services for...
Finding Growth in Emerging Markets
Aug 29 2016
When considering an allocation to emerging markets, investors are almost universally seeking growth.
Emerging economies have, indeed, significantly outperformed developed...
When Does a Family Become a Family Enterprise?
Aug 19 2016
At the inaugural FOX Global Owners Forum, I described the evolution that business-owning families experience—and the increased complexity they encounter—as they become family...
Is the Multi-Family Office Pricing Model Broken?
Jul 20 2016
Pricing at multi-family office firms is under pressure.
That is one of the key findings in the 2016 FOX Wealth Advisor Benchmarking Study. Advisors are losing pricing power...
Staff Retreats: How They Can Benefit Your Family Office
Jul 14 2016
When I was heading up consulting for FOX, I had the pleasure of spending a morning with the staff of a large family office at their three-day retreat in the wilderness of...
How to Prepare for the New Overtime Rules
Jun 29 2016
On May 18, 2016, the Department of Labor (DOL) updated the Fair Labor Standards Act and expanded overtime eligibility for millions of American workers by increasing the...
Three Reasons to Bring Outsiders Into the Family Enterprise
Jun 02 2016
The more I learn from working with families, the more I realize that the relationships they have with their advisors are just like dating. One of the most important...
Tax-Deferral Strategies for Commercial Real Estate Owners
May 27 2016
It was the best of times. It was the…best of times (sorry Dickens). With significantly raised values since the economic downturn of 2008-2009 and rents at record highs, many...