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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Ten Minute Interview: How to Avoid Paying Even More Taxes
Foley & Lardner
Helping Your Children Prepare for an Inheritance
Baird
New EEOC Guidance Clarifies Employer Responsibility for Discrimination in AI Employment Tools
Perkins Coie
Legacy in Family Philanthropy: A Modern Framework Workbook
National Center for Family Philanthropy
Ten Minute Interview: Business Succession Planning
Foley & Lardner
We May Never See a Better Environment for Transferring Wealth … Here’s Why
BDO
Exploring the FTC’s Aggressive Effort to Limit Employment Agreements
Holland & Knight
Compliance Management System: You Better Have One, or Else
Holland & Knight
Legacy in Family Philanthropy: A Modern Framework
National Center for Family Philanthropy
Why the Modern Family Office Matters
Mutual Trust Pty Ltd.
Unveiling the Top Areas of Venture Capital Investment in 2023
Foley & Lardner
Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose
National Center for Family Philanthropy
Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose (the Executive Summary)
National Center for Family Philanthropy
Determining the Right Price: A Wealth Management Cost Framework for Families
Cambridge Associates
Why Engaging a Corporate Trustee Could Benefit You and Your Family
Glenmede