Agile Advising: The Advisor I Want To Be
Mar 03 2015
Recently, a close friend of mine told me about a financial analysis on investing that a private wealth firm had sent her. She read most of it, but it all seemed...
Single-Family Offices Can Now Serve Former In-Laws
Feb 17 2015
The SEC has expanded the definition of “family” in single-family offices.
The January 2015 ruling, which was an update to a previous SEC ruling we covered in the...
How Millennials Really Want to Communicate with Advisors
Feb 09 2015
When you think of Millennials, one of the first images that likely comes to mind is a group of young adults, all standing around in a circle... looking down at...
How Family Offices Change Over Time
Jan 26 2015
Families change, grow and evolve from one generation to the next. So do family offices.
While family offices are first formed to serve the needs of their...
Jan 12 2015
Every January, we launch our annual Global Investment Survey to find out how FOX members fared in the markets, and what changes they’re planning for the year...
Family Offices Clear One More Regulatory Hurdle
Dec 08 2014
A third shoe has fallen. Family offices have now cleared three hurdles in the regulatory actions considered as a result of the Dodd-Frank repeal of the SEC’s old...
Starting a Single-family Office--Not Just By the Numbers
Dec 05 2014
Forming a single-family office is a natural progression for many families of wealth. When a family is transitioning from operating a business to managing...
Nov 24 2014
In September, the FOX Wealth Advisor Council convened in New York to discuss the latest FOX research, benchmarking and best practices for advisors serving single...
How Families May Uncover the True Essence of a Wealth Advisor
Nov 24 2014
A frustration we often hear from families is that wealth management firms all sound the same. No firm can be all things to all families. The sooner in the process...
Engaging the Next Generation with the Family Foundation
Nov 17 2014
Our Family Office Exchange Senior Management Council met recently to discuss ways to engage the rising generation in the family office.
The family foundation...