FOX Series

FOXCast: Philanthropy and Next Generation Success

In this episode, Jacqueline Valouch, head of philanthropy at Deutsche Bank Wealth Management talks about the role of philanthropy in onboarding the next generation, creating...

FOXCast: Can We Offset the Cost of Living in Paradise?

In this episode, we pick the brain of Robb Lanham, Chief Sales Officer at HUB International. In his role, Robb works with family offices to develop creative solutions for...

FOXCast: Historical Imagination for Family Preservation

In this episode, we sit down with Karen McNeill, Head of Family History at Ascent Private Capital Management of U.S. Bank, to discuss her fascinating role in researching...

FOXCast: Family Meetings are Where Expectations are Set and Trust is Reinforced

In this episode, Tina Milligan, Managing Director at BMO Family Office, part of BMO Wealth Management, illustrates the importance of family meetings.With over 20 years of...

Seven Ways to Keep the Peace when Gifting a Vacation Home to Family Members

Every year at this time I get questions from our members about shared family vacation homes. "How are other families scheduling usage?" "How are expenses shared?" "How...

Eight Questions to Ask Yourself Upon Becoming a Trustee of a Family Trust

Most people feel honored when they are tapped to serve as trustee of a family trust. It is an important leadership position as well as a powerful role in managing a family’s...

FOXCast: Managing Risk for Yachts, Megayachts, Superyachts, and Gigayachts

The yacht insurance market is dramatically changing in terms of available capacity and cost. As vessels get bigger and more sophisticated, clients worldwide are experiencing...

Infographic: Reasons Why Ultra-Wealth Providers Are Changing Their Brand Names

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How Many Family Offices are there in the United States?

At Family Office Exchange (FOX), one of the questions we hear most frequently is: “How many single family offices are there?” Unfortunately, there is not a clear answer....

Preparing the Rising Generation for Leadership

What do our future family leaders need to learn? When should family education begin and how formalized should it be? How will we adequately prepare the rising generation for...