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When evaluating and trying to find the right insurance advisor or company, it helps to have a map outlining the RFP process and a checklist of best practices. Learn where to start in your search and
It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—who not only meets your family or office’s up-front needs, but also aligns with your sensibilities. The
When selecting an insurance advisor, make sure the person is part of the best-in-class group. Use this checklist to help pick the right one for you and your family.
In time of crisis, it’s crucial to keep your focus and priorities straight, while ensuring all stakeholders are informed. Consider the following as you steer your family and business through
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
Given this period of uncertainty, we are re-releasing two chapters on Managing Uncertainty and Risks in the Enterprise from the 2019 FOX Foresight.
Families often find it challenging to talk about long-term plans and wishes of their aging parents. But it’s never a good idea to wait until there’s a crisis to rally family members
As family offices grow increasingly complex and manage larger and more varied assets, they are becoming prime targets for a variety of security threats. From this report, learn what family offices
Families spend a lifetime building a legacy and tragically, just one lawsuit can place that legacy in jeopardy. Without that critical layer of personal liability insurance, your are at risk.
Experience has shown that many families of wealth unwittingly outgrow their coverage and can be severely under-protected. To help assess the insurance choices available, there are factors to consider