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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Portfolio Construction: A Blueprint for Private Families
Cambridge Associates
Building Winning Portfolios Through Private Investments
Cambridge Associates
The 2023 Global Family Office Compensation Benchmark Report
KPMG
Shared Ownership of Family Cottages, Part One: Does It Make Sense to Pass the Cottage to Future Generations
Warner Norcross + Judd
Shared Ownership of Family Cottages, Part Two: Ownership Structures for Shared Family Property
Warner Norcross + Judd
Art Market Update: Spring Sales Will Test Market Resilience
Bank of America Private Bank
Rethinking Restrictive Covenants: Delaware Courts’ Movement in Favor of the Restricted
Cozen O'Connor
2023 BDO Tax Strategist Survey
BDO
Insuring Real Estate Against Natural Disasters
Pitcairn
How to Reduce Your Risk from Low-Basis Stock
Pitcairn
Ten Financial Moves to Make When Your Child Turns 18
Baird
You’ve Been Asked to Be a Trustee
Pitcairn
The Talent Trifecta: Recruiting and Retaining the Right Single Family Office Employees
Pitcairn
The Sunset of the Gift and Estate Tax Exemption is Around the Corner
Baker Tilly
The Need for Governance in Family-Owned Businesses
Baker Tilly