Family Office Best Practices

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2022 FOX Foresight - Collaborating for Greater Influence and Impact
Even as we head into 2022, the effects from the pandemic and events of 2020 continue to be felt, particularly in the philanthropic community. In this vibrant conversation with Glen W. Johnson,
2022 FOX Foresight - Tech Architecture for the Family Office of the Future
We rely on – and have come to expect – real-time information to make decisions in every aspect of our lives. Family offices are no different. Unfortunately, many continue to use time-
2022 FOX Foresight - Solving the Talent Dilemma
It's not news to family office hiring managers that prepandemic employment challenges have only become more intense. COVID-19 just fanned an existing flame of empowerment and flexibility demands.
2022 FOX Foresight - Families of Impact
The concept of impact isn’t new, and in recent years has been discussed considerably from an investment and philanthropic perspective. But at FOX we believe “impact” can have a
2022 FOX Foresight
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our
2022 FOX Foresight - Managing Mental Health Challenges
The past two years have tested even the most resilient families and family-held businesses. Balancing domestic obligations with managing companies virtually is stressful even on the best of days. But
Fund Accounting in a Family Office
Eton Solutions
Eton Solutions discusses the challenges fund accounting presents to family office operations and describe how the office can achieve positive outcomes to these challenges.
What to Look for in an Independent Agent or Broker
Chubb Personal Risk Services
Whether you’ve worked with ultra-high-net-worth clients for years or are just starting to grow that business, you know that these families and individuals are typically very private and prefer
Out of Left Tail: How Adequate Property and Casualty Insurance Can Improve the Risk-Adjusted Return
Chubb Personal Risk Services
The Wharton research has found that the ultra-high-net-worth (UHNW) individuals want their financial advisors to make tangible assets and risk assessment part of their advisory services. In this
Does Wealth Change the Way You Think?
Chubb Personal Risk Services
To advise more effectively, financial advisors to the rich seek to develop a profound understanding of their clients’ attitudes toward money and life. But there is so much more than the amount