10 Strategies for Family Unity
May 17 2016
In putting together the FOX Guide to Family Education, we were able to identify a number of innovative strategies to enhance owner engagement and foster an ongoing education...
5 Steps to Becoming a More Strategic Philanthropist
May 11 2016
Many of today’s ultra-wealthy philanthropists are looking for smart ways to make their donation dollars work hard for causes they care about deeply.
They often value...
Cybersecurity and the Family Office
May 05 2016
We all hear how cybercrime is a fast-growing crime, one of the fastest growing crimes and that the financial services sector is a target. There is no single solution to the...
Finding a Job in a Family Office
Apr 26 2016
I recently participated in a roundtable session at a CFA Society of Chicago career event with 12 moderators each leading a table discussion on careers in various investment...
Making Impact Investing Your Own
Apr 19 2016
As impact investing is maturing, we’re seeing an evolution of that very definition.
In an earlier FOX Insights blog post, FOX Thought Leaders Council™ member Mark Harder of...
Apr 13 2016
Margaret hired the neighborhood girl down the street to watch her children a couple days a week and run some simple errands for her. She never imagined that when she did that...
The One Factor Every Advisor-Client Relationship Comes Down To
Apr 11 2016
Across all industries, client expectations are changing. Wealth management for the ultra-wealthy is no exception.
With the advent of technological disruptors and...
What You Can Learn from Nancy Reagan’s Funeral
Mar 31 2016
When former First Lady Nancy Reagan passed away in March, millions of Americans mourned the loss. On the day of her funeral, people across the country watched...
Preparing for the Next Industrial Revolution
Mar 14 2016
The Circular Economy, William McDonough explains, is an economic system that provides continuous benefit for generation after generation through design that...
Five Risks Ultra-Wealthy Families Need To Watch Out For
Mar 14 2016
In our work with ultra-wealthy families, we have seen that those families face some fairly unique risks that ordinary people or business would not typically...