Filters
A new FOX study, “Capturing Opportunity and Managing Risk in the Next Decade,” is now available for members who are interested in taking a proactive approach to risk management across the enterprise
The 2019 FOX Multi-Family Office and Wealth Advisor Benchmarking Study provides insights on the direction of the Ultra-Wealth business and can be used as an ongoing reference for you and your
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,
From big data and network effects to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. Today, it takes a data-driven finance leader
Are you maximizing protection when it comes to your online activity? Or do you open yourself to cyberattacks by clicking on links in promotional emails and allowing third-party applications to access
This is the report of findings of the 2018 FOX Multi-Family Office and Wealth Advisor Study.The full report is only available to firms that participated in the study. If your firm participated,
Families of wealth and business-owning families report that privacy and security of personal and financial data is a concern, yet few report confidence that these risks have been mitigated. This
How Clients, Employees and Pricing are Making an ImpactWe are entering a transformative period for the ultra-wealth business. It is driven by a tectonic shift of demographics that is leading to an
After decades of anticipation, the tectonic shift of demographics that would lead to the enormous transfer of wealth, monetization of private businesses and the ushering in of a new workforce are
FOX Foresight – Trends Impacting Families identifies the three main forces—distrust in all major institutions by individuals, the rapid pace of innovation, and people everywhere living longer—that