Is the Real Estate Market Overheated?
Oct 09 2015
Is the real estate market overheated?
In October 2014, PwC published a report based on interviews of dozens of leading real estate professionals across a...
Using Wealth for Good: Charly Kleissner on Impact Investing
Oct 06 2015
He may be one of the most visible figures in the emerging movement, but Charly Kleissner realizes that there is still a lot of healthy skepticism surrounding...
What Family Offices Can Learn From Great Client Experience Brands
Oct 05 2015
FOX has been working to determine what makes for a great experience for the client of a family office.
Throughout 2015, FOX studied more than 30 businesses...
The Family Office and the Internet of the Future
Sep 04 2015
There is a big change just starting to impact the way the Internet, and its related apps, are used: they are moving away from a silo approach to one of...
Know Your Strengths: How to Develop a Family Wealth Strategy
Aug 28 2015
Many FOX members have asked about what considerations should go into developing a family wealth strategy after an operating company is sold. To them, I’ll often...
Socially Responsible Investing: What Every Trustee Should Know
Aug 21 2015
Earlier this year, one of my clients came to me with a question about her family’s trust portfolio. She was worried that, despite it going against her own...
What Ultra High Net Worth Family Clients Should Expect of Their Bankers
Aug 13 2015
Families of significant wealth rightfully expect their attorneys, investment professionals and CPAs to be creative, effective advisors. It's time they expect the...
Is it Time to Move Family Office IT to the Cloud?
Aug 06 2015
In the not too distant past, if you were in IT and had virtualization skills, you probably thought your future as an IT admin was secure.
Today, that is no...
Engaging the Next Generation - From the Next Gen Point of View
Jun 22 2015
Raise your hand if your family has ever had a cousins group that was somehow engaged in investing together. Keep your hand up if after a year or two, or even...
Trust Decanting: An Estate Trend on the Rise
Jun 16 2015
It used to be very difficult for beneficiary’s to change the terms of previously-established trusts, and if they were able to make the changes at all, it could...