Impact Investing: Positively Addressing Challenges While Pursuing Financial Return
Jun 16 2015
Families with significant wealth often tell us they wish to deploy a portion of their resources to make some kind of positive impact—broadly defined as doing...
The Impact of Longer Life Expectancy on Family Wealth Management
Jun 05 2015
There seems to be at least one new concept that lingers in the memory and creates a buzz among the attendees at each FOX event. At this year’s FOX Wealth Advisor...
How Do You Retain Top Employees?
Jun 02 2015
When I attended a recent FOX Executive Council meeting, one common theme I kept hearing from members was how difficult it is, in this or any business environment...
How a "Day of Caring" Can Help Build Next Gen Engagement
May 20 2015
One of the hardest things for any family to accomplish, but especially a family of wealth, is to engage multiple generations in a meaningful way. I’m convinced...
Cybersecurity Basics in the Family Office
May 07 2015
For many family offices—especially the smaller ones—the thought of spending tens of thousands of dollars on one key element of cybersecurity, penetration testing...
Why Profits are Soaring at Top Multi-Family Offices and Wealth Advisor Firms
Apr 24 2015
Multi-family offices and wealth advisors are enjoying growing profitability—and revenue.
That’s what we learned while conducting the 2014 FOX Multi-Family Office...
The Two Features in Family Offices with Top Investment Returns
Apr 17 2015
There’s a strong correlation between family offices’ investment performance and reliance on a CIO and investment committee.
In analyzing the results of the 2015...
Personal Gifting: The Journey from Impulsive to Strategic Gifts
Apr 07 2015
With the impulse-inducing holiday season past, we are well into a new year, maybe even with a resolution or two to keep. Most of what happens over the holidays I...
Apr 06 2015
Leadership is an integral part of a wealth advisor’s everyday responsibilities as someone responsible for providing holistic and integrated family wealth...
How the Cloud has Transformed Technology in the Family Office
Mar 20 2015
There has been a paradigm shift in family office technology.
A decade ago, family offices had to custom build systems to meet their specific needs. It was...