Advisor Thinking

FOX gathers sophisticated wealth management educational material including white papers and articles from a broad range of industry resources

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The Rise of Electric Vehicles
BDO
Boost Family Wealth with Dynasty Trusts
Baker Tilly
7 Private Equity Predictions for 2022
BDO
Perspectives on Tax Planning
Baird
Perspectives on Insurance Planning
Baird
Investment Themes for 2022
Baird
Charitable Lead Annuity Trusts and Illustration
Waller Lansden Dortch & Davis (now part of Holland & Knight)
Cybersecurity: Action Items for Every Family Office
Plante Moran
Philanthropic Purpose: Defining Your Motivations, Values, Principles, and Priorities
National Center for Family Philanthropy
Family Giving Primer: Impact Vehicles and Structures
National Center for Family Philanthropy
Family Giving Primer: Building a Governance Framework for Your Decision Making
National Center for Family Philanthropy
Family Giving Primer: Impact Strategies and Tools
National Center for Family Philanthropy
Family Giving Primer: Assessment and Learning, Identifying Methods to Measure Success
National Center for Family Philanthropy
Family Giving Primer: Operations and Management
National Center for Family Philanthropy
Family Giving Primer: Succession and Legacy
National Center for Family Philanthropy