Insider Tips for Choosing the Right Insurance Advisor
Dec 01 2020
It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—one who not only meets your family or family office’s up-front needs, but also...
Key Takeaways from the FOX Rising Gen Forum
Oct 29 2020
FOX recently hosted a Rising Gen Forum, and here Mindy Earley, Chief Learning Officer at FOX, and Heather Abramson, Relationship Manager at FOX, share the key takeaways from...
Family Office Talent and Technology Solutions
Oct 29 2020
As we all know, technology is changing our world. To start, it’s everywhere. Over 6 billion smartphones are predicted to be in use around the world by the end of 2020. This...
Turbocharging Your Family Council
Oct 29 2020
In our ever-changing world, the importance of having a successful family council is more critical now than ever. Here Peter Begalla, Founder and Owner of JPB Consulting Group...
The Big Five Wealth Preservation Principles
Oct 29 2020
Maarten de Groot, Enterprise Family Researcher at Vu Amsterdam University School of Business, and also the CEO of a single family office Eligius, explores why the rate of...
From Jedi to Yoda - Preparing for Leadership Succession
Oct 29 2020
Preparing for leadership succession may be the single most important planning element for a family and family office. Ivan Lansberg, Co-Founder and Senior Partner, Lansberg-...
Families, Philanthropy, and Impact
Oct 28 2020
As impact philanthropy becomes more important to families, they are further engaging in the issues facing their communities. Here Nadia Roumani, Co-Founder and Senior...
The Taxable Investor’s Manifesto: Insights into a Quiet Revolution
Oct 28 2020
Taxable investors need to think differently. Here Stuart Lucas, Co-Managing Partner and Chief Investment Officer at Wealth Strategist Partners, tells us why, and also how to...
The World in 2050: Water, Food and Clean Tech
Oct 28 2020
While families have a growing desire to participate in impact investing, return profiles have had the reputation for being lower to other asset classes. But this is changing...
Building a Strategic View of the Family’s Future
Oct 28 2020
One question facing families and family offices today is how to build a strategic long-term view of your family’s future. Scott Peppet, President at Chai Trust Company, says...