Top Insights Selected by FOX Members | Family Office Exchange

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The Top 10 Thought Leadership by FOX in 2023

	2023 FOX Foresight
	FOX Family Office Compensation & Benefits Survey ⁽^{member, non-participant report)}
	FOX Guide to the Professional Family Office
	Family Learning Handbook
	2023 Rising Gen Research Brief
	2021 State of the Family Office Industry
	2023 Technology in the Family Offices Study
	2020 FOX Family Office Compensation & Benefits Survey ⁽^{member, non-participant report)}
	Importance of Family Learning: Developing Flourishing Families through Family Learning
	2022 FOX Foresight: Tech Architecture for the Family Office of the Future

The Top 10 Advisor Thinking by FOX Members and Partners in 2023

	Family Office Answer Book: A Complete Guide for Family Office Executives ^{Plante Moran}
	Final Rules Implementing the Corporate Transparency Act and their Effect on Trusts, Family Offices, and Private Trust Companies ^{Holland & Knight (formerly Waller Lansden Dortch & Davis)}
	Evolution of the Lender Structure: Deduction of Investment Management Fees ^{Holland & Knight (formerly Waller Lansden Dortch & Davis)}
	The 2023 Global Family Office Compensation Benchmark Report ^KPMG
	Turn Your Family Office into a Family Bank ^{Bank of America Private Bank}
	Governance: Sample Investment Committee Charter for XYZ Family ^{Cambridge Associates}
	Portfolio Construction: A Blueprint for Private Families ^{Cambridge Associates}
	Investment Governance: Creating a Framework That Works for a Family ^{Cambridge Associates}
	Family Office Direct Investing Report ^{William Blair & Company}
	Family Directors: An Insider's Perspective from a Seven-Generation Family ^Pitcairn

Family Journey

	2023 Rising Gen Research Brief ^{Family Office Exchange}
	The Family Office Industry Supports the Evolving Family Enterprise ^{Family Office Exchange}
	Building a Lasting Family Legacy in Asia: Values, Governance, and Policy ^{Cambridge Associates}
	Redefining Wealth in Business Families ^KPMG
	Family Values: Charting Your Future ^Baird
	ESG Strategy Can Sustain the Family Legacy ^Baird
	What Is a Family Vision and Why Do You Need One? ^{Cambridge Associates}

Family Life Stages

	A Financial Checklist for Post-Graduates ^Baird
	Ten Financial Moves to Make When Your Child Turns 18 ^Baird
	The State of College Admissions in 2022 ^LogicPrep
	7 Tips to Overcoming Prenup Paralysis ^Truist
	Beyond Budgeting ^Truist

Family Governance

	Successful Leadership Transitions in the Family Office ^{Family Office Exchange}
	Succession Stories: Lessons Learned from Former Family Office CEOs ^{Family Office Exchange}
	Family Meeting Handbook ^{BMO Family Office}
	How to Talk with Your Family About Wealth ^Baird
	Family Governance: A Key to Maintaining Your Legacy ^Baird
	Should You Have a Family Constitution? ^{Warner Norcross + Judd}

Family Learning

	FOX Family Learning Handbook ^{Family Office Exchange}
	Importance of Family Learning: Developing Flourishing Families through Family Learning ^{Family Office Exchange}
	Preparing the Rising Gen for Leadership ^{Family Office Exchange}
	Introduction to Investing ^{Cambridge Associates}
	Education in a Family Office: Strengthening the Family Legacy ^{RSM US}
	How to Teach Your Kids the Basics of Investing ^{Ascent Private Capital Management of U.S. Bank}
	How to Achieve a Successful Transition of Family Wealth ^{HighView Asset Management}
	Helping Your Children Prepare for an Inheritance ^Baird

Operating Businesses

	Boundaries That Matter: Managing Family Assets Outside the Family Business ^{Family Office Exchange}
	Secrets of Successful Business-Owning Families ^{Northern Trust}
	Global Employer Guide 2022 ^{K&L Gates}
	Who Are the Guardians of Family Legacy? ^KPMG
	Recession or Not, Family Businesses Benefit from These Strategic and Tactical Tips ^{Baker Tilly US}
	Preparing Your Private Company for an Exit: A Board’s Role ^{Grant Thornton}

Family Philanthropy

Thinking Strategically About Charitable Giving
^{William Blair & Company}

Philanthropic Purpose:
Defining Your Motivations, Values, Principles, and Priorities
^{National Center for Family Philanthropy}

Legacy in Family Philanthropy:
A Modern Framework Workbook
^{National Center for Family Philanthropy}

The Essentials of Good Governance:
Fundamentals of Family Philanthropy
^{National Center for Family Philanthropy}

Philanthropy in Complex, Multi-Generational Families:
Balancing Individual Preference with Collective Purpose
^{National Center for Family Philanthropy}

Family Office

	2023 FOX Foresight ^{Family Office Exchange}
	FOX Guide to the Professional Family Office ^{Family Office Exchange}
	2021 State of the Family Office Industry ^{Family Office Exchange}
	Family Office Answer Book: A Complete Guide for Family Office Executives ^{Plante Moran}
	Evolution of the Lender Structure: Deduction of Investment Management Fees ^{Holland & Knight (formerly Waller Lansden Dortch & Davis)}
	Turn Your Family Office into a Family Bank ^{Bank of America Private Bank}
	Keys to an Effective Family Office Governance Framework ^{RSM US}
	The Family Office Journey Toward Operational Excellence ^{RSM US}

Enterprise Governance

	Family Directors: An Insider's Perspective from a Seven-Generation Family ^Pitcairn
	Mission Statements for Families of Wealth: Identify the Values and Reap the Reward ^Truist
	How to Plan for Succession: Paving the Way for Continued Prosperity ^BDO
	How to Plan for Succession: Preserving, Protecting, and Passing on Wealth ^BDO
	Get the Most from Your Board of Directors ^{BNY Mellon Wealth Management}

Investment Management

	The Advantages of Family Capital for Direct Investing ^{Family Office Exchange}
	Governance: Sample Investment Committee Charter for XYZ Family ^{Cambridge Associates}
	Portfolio Construction: A Blueprint for Private Families ^{Cambridge Associates}
	Investment Governance: Creating a Framework That Works for a Family ^{Cambridge Associates}
	Family Office Direct Investing Report ^{William Blair & Company}

A Deeper Dive Investment Policy Statements for Families
^{HighView Asset Management}

Wealth Management

	2022 State of the Ultra-Wealth Business: Recharting the Course ^{Family Office Exchange}
	Determining the Right Price: A Wealth Management Cost Framework for Families ^{Cambridge Associates}
	2023 Personal Tax Planning Update ^{Hemenway & Barnes}
	The 2023 Tax Reference Guide ^{William Blair & Company}
	SECURE 2.0 Act: Key Takeaways Affecting Retirement Plans ^{Greensfelder, Hemker & Gale}

Y ear-End Tax Planning Strategies to Consider Before 2023
^{BMO Family Office}

Trust and Estate Planning

	Ten Minute Interview: How to Mitigate Trustee Liability ^{Foley & Lardner}
	Excellent Opportunity: The Modern Dynasty Trust/Family Bank ^{South Dakota Trust Company}
	Jurisdiction Comparison for Wealth Transfer Planning ^{Willow Street Group}
	The Basics of Estate Planning ^{Baker Tilly US}
	Top 4 Mistakes Family Trustees Make ^{Warner Norcross + Judd}

Lifestyle Services

Managing Risk in Household Employment
^{TEAM Risk Management Strategies}

Shared Ownership of Family Cottages, Part One:
Does It Make Sense to Pass the Cottage to Future Generations
^{Warner Norcross + Judd}

How to Protect Your Wine
^{Chubb Personal Risk Services}

Getting Smart About Moving Your Art
^{Chubb Personal Risk Services}

Regulatory Trends Impacting Household Employment
^{TEAM Risk Management Strategies}

Human Capital

	2022 FOX Family Office Compensation & Benefits Survey ^{(member, non-participant report) Family Office Exchange}
	2020 FOX Family Office Compensation & Benefits Survey ^{(member, non-participant report) Family Office Exchange}
	The 2023 Global Family Office Compensation Benchmark Report ^KPMG
	Executive Compensation: Equity Compensation Continuum ^{Baker Tilly US}

The Talent Trifecta: Recruiting and
Retaining the Right Single Family Office Employees
^Pitcairn

Compensation Committee Priorities for 2023
^BDO

New Data, New Trends:
What You Need to Know About Employee Engagement in 2023
^Rehmann

Tax and Accounting

	Financial Services Accounting Software Buyer's Checklist ^{Sage Intacct}
	Estimated Taxes for Individuals: The Who, What, Where, When, and Why ^{Baker Tilly US}
	The Hidden Costs of QuickBooks ^{Sage Intacct}
	Safety Tips for Sending Money with Zelle^® ^{Hawthorn, PNC Family Wealth}
	Buyer's Guide to Accounting and Financial Management Software ^{Sage Intacct}

Technology

	2023 Technology in the Family Offices Study ^{Family Office Exchange}
	2022 FOX Foresight: Tech Architecture for the Family Office of the Future ^{Family Office Exchange}
	Enterprise-Level Operations for a Family Office ^{Eton Solutions}
	3 Trends to Build an Innovative Family Office ^Entole
	IP Lawyer vs. ChatGPT: Top 10 Legal Issues of Using Generative AI at Work ^{Foley & Lardner}
	My Employees Are Using ChatGPT. What Now? ^{Foley & Lardner}
	The New Family Office 5.0 Model: A Flexible Solution for the Evolution of the Family Business ^{Plante Moran}

Risk Management

	Final Rules Implementing the Corporate Transparency Act and their Effect on Trusts, Family Offices, and Private Trust Companies ^{Holland & Knight (formerly Waller Lansden Dortch & Davis)}
	FinCEN Issues Final Rule on Beneficial Ownership Reporting Under the Corporate Transparency Act ^{Perkins Coie}
	Cybersecurity: A Self-Defense Guide ^{William Blair & Company}
	Corporate Transparency Act: Identification of Individuals Who Exercise Substantial Control Over Reporting Companies ^{Kozusko Harris Duncan}
	Corporate Transparency Act: FinCEN Beneficial Owner Information Report Requires Street Address of Principal Place of Business ^{Kozusko Harris Duncan}

Macro Trends

	Seven Technology Industry Predictions for 2023 ^BDO
	Inflationary Vortex: The Gravitational Pull of Labor, China, and Energy ^{Wilmington Trust}
	Implications and Aftermath of the Silicon Valley Bank ^{BMO Family Office}
	Taking Stock: Stagflation Trends ^NEPC
	Taking Stock: Recession Outlook ^NEPC