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Wealth Planning for the Modern Family
Northern Trust
Through the evolution of the family journey, it’s clear that family structures have become more complex and estate planning needs to shift to a new model that focuses on multiple aspects of
Crisis Checklist: Critical Family Office Considerations
Family Office Exchange
We hope you and your families are safe and healthy as we navigate this challenging time together. FOX stands ready to help you. As place to start, our Crisis Checklist for the Family Office
2020 FOX Foresight - The Future of Wealth Management
Family Office Exchange
The Future of Wealth ManagementInnovation and disruption are the order of the day. No industry is unaffected – especially wealth management. Understand how it’s evolving so you can prepare for the
2020 FOX Foresight - Take the Long-Term View
Family Office Exchange
Take the Long-Term View How can you ensure your family’s long-term success? Our framework will help you transition from a business-centric to a family-centric enterprise.FOX Foresight keeps you
2019 State of the Family Office Industry
The FOX Family Office Study is intended to empower family leaders and family office executives to understand important metrics to measure family office value, identify areas for improvement, and plan
What Matters Most to You?
The Mutual Trust Pty Ltd
The most problematic challenge wealthy families face is not how to make more money, but how to ensure that it lasts. This requires focusing on something other than money. Successful families, whose
Three Key Challenges Facing Wealthy Australian Families
Jeff Steiner, The Mutual Trust Pty Ltd
Market research reveals that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. These are compelling statistics which have become top of mind
Get the Most from Your Board of Directors
BNY Mellon Wealth Management
A board of directors is more than just a legal formality that meets four times a year. When used to its full potential, a well-designed board can help you grow your business, serve your
Capturing Opportunity and Managing Risk in the Next Decade
Family Office Exchange
A new FOX study, “Capturing Opportunity and Managing Risk in the Next Decade,” is now available for members who are interested in taking a proactive approach to risk management across the enterprise
2019 FOX Foresight – What's on the Minds of Members
Family Office Exchange
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts