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Successful Generations Podcast: Engaging Your Family in Family Philanthropy
National Center for Family Philanthropy
The question Virginia “Ginny” Esposito, Founder of the National Center for Family Philanthropy, gets asked the most, is “How can I engage my family in philanthropy?” In this
2018 FOX Global Investment Survey: Key Insights
Family Office Exchange
The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year. This
10 Common Mistakes Managers Make
Managing individuals is tough, especially if they are family members or from a different generation. Managers are bound to run into situations that they feel ill-equipped to handle, which leads to
Women's Entrepreneurial Journeys: Profiles of Leadership in an Era of New Opportunities
U.S. Trust Family Office
The number and scope of women-owned businesses have risen at an unprecedented rate. This historic expansion is due to the efforts of courageous women who have been willing to take the leap and become
Workforce of the Future: The Competing Forces Shaping 2030
PwC
We are living through a fundamental transformation in the way we work. Automation and 'thinking machines' are changing the skills workers need, while demographic changes promise a talent
The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy
Family Office Exchange
FOX’s 2017 study on The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy can serve as a great resource for those seeking insights on what is changing the advisor labor
Due Diligence: Minimize Mistakes, Maximize Value
FTI Consulting
To ensure you are on the right track when buying and maximizing valuations when selling, it is important to minimize mistakes during the due diligence and direct investment process. As a part of that
Update on Health Care Reform for Employer Plans: Top Ten Points
Koley Jessen P.C.
In May 2017, the House of Representatives passed the American Health Care Act (AHCA). Although at this point it is just a bill and not the law, the House bill provides insights into what the future
Non-Compete Agreements: A Helpful Tool If Structured Correctly
Koley Jessen P.C.
In a competitive global marketplace, employers across the United States spend countless resources attempting to set themselves apart and claim their share of available business opportunities. Against
Transition Will Happen. Are You Prepared?
GenSpring Family Offices
All business owners will transition their business at some point in the future. Whether it is a transfer within their family, such as to the next generation, or to an existing business partner or