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The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustainable partnerships
A Family Office is all about providing a tailored, bespoke experience to the family. How does a family office extend that into the digital world? Technology tools, when properly implemented, can
In both complex commercial and family disputes, the caucus-style mediation has been the predominantly employed method over the joint mediation session. But as society and business systems continue to
For insights on integrated wealth planning, this issue of The Advisor presents a view from the top with Joe Kahn, The New York Times Managing Editor, the impact of globalization 2.0, and the U.S.
While many families are expending effort on important concepts such as improving financial literacy, defining family shared values, and creating family mission statements, such efforts are likely to
For the first time in modern history, four generations are represented in the workforce. Each group has its own distinct characteristics, values and attitudes toward work. These differences can lead
Avoiding the issue of succession planning is much easier to do than starting a conversation about handing over the reins to other family members. But avoidance does not defer the inevitable, and it
A family constitution—the rule book that defines the vision and principles of a family’s wealth strategy and acts as an operating model—should be as unique as the family itself. The
Working together in a family enterprise—across generations and between branches—can be complex. Some families will arrive at this fork in the road quite abruptly, perhaps due to a
As an entrepreneur and a leader, you have had to back yourself over and over again, often in the face of uncertainty or adversity. You have learned to trust your instinct. However, as you transition