Filters
A family office is structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family members. As the family grows,
Evidence suggests that good communication is a cornerstone of successful wealth transfer among families and those family meetings are a good platform for communication. Is there such a thing as “bad
People make the difference and getting the right talent in place is crucial for any organization. Indeed, in a family office, there is no place to hide. In this session, we focused on both the art
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
We hear a lot today about the cybersecurity risks we face but to protect our families, it’s crucial not to forget the importance of effectively managing personal and physical security. In this
The enterprise-wide accounting and finance platforms that other industries employ have not historically satisfied the unique information and reporting requirements of private wealth management firms
Attracting and retaining talent is the top Human Capital challenge in family offices today. FOX Managing Director, David Toth and Ken Cameron and Bruce Benesh of Grant Thornton LLP joined us and
The 2018 Compensation and Benefits Report is designed to aid family office board members and executives in their review of the office’s compensation plan. The report highlights the key areas of
In December of 2017, the U.S. Tax Court decided in the Lender Management, LLC v. Commissioner case that deductions that were part of a taxpayer’s trade or business were deductible under
Over the past several years, the world has experienced an increase in the number of devastating natural disasters, yet according to FEMA more than 60% of Americans lack a household emergency plan. In