FOX Series

FOXCast: Adapting to Change in the Great Transfer of Wealth

In our first FOXCast episode, we check in with David Toth, Managing Director at FOX about his recently-published study, Transformation of the Ultra Wealth Business.   Listen...

Why the Next Generation of Leaders are So Important

Below is an excerpt from my article, Understanding the Voice of the Rising Gen, from the 2019 FOX ForesightTM publication. As wealth owners shift gears to succession planning...

Pre-College Guidance – Making Good Choices Amidst College Admission Scandals

There can be immense pressure surrounding the college application and acceptance process. For students, this decision is concentrated on the right school, the right academic...

Who Will be the Advisor of the Future?

A lot has been said about the new generation of advisors. For the most part the narrative is about how they are different from their Baby Boomer predecessors. At times these...

Raising a Healthy, Wealthy, and Wise Generation

What happens when you bring a group of family learning and client experience officers together to trade experiences and share lessons learned? Magic – in the form of answers...

Wealth Management as a Second Family Business

Evolving from Business Owner to Financial Family Families held together by a family-controlled business share a feeling of pride about the business. Their identity as a...

What’s Top of Mind for FOX Financial Executive Council Members?

FOX Councils provide an exclusive, small-group setting to share knowledge, discuss experiences, and gain insights. Our FOX Financial Executive Council, consisting of CFOs,...

How Successful Advisors are Preparing for Clients in Transition

Disruption in our industry is inevitable, whether it is the growing transitions of businesses and wealth, or technology innovations such as robotics that will transform how...

Growing Interest in Forging a Direct Investment Path

Below is an excerpt from my article, Forging a Direct Investment Path, found in the 2019 FOX ForesightTM publication. Family offices are forging ahead—increasing their...

2019 U.S. Policy Outlook: Trade, Fiscal Stimulus, and Political Controversy

We all are experiencing the outsize impact of political issues on the markets. For this reason, I’ve tapped PIMCO’s Head of Public Policy, Libby Cantrill, to discuss...