FOX Series

Growing Interest in Forging a Direct Investment Path

I am excited for the upcoming signature FOX Investment event of the year - the 2019 FOX Global Investment Forum, which takes place in New York, March 13-14. We will be...

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...

Risk Mitigation Strategies for the Private Trust Company

When families think about “risk mitigation,” they typically are thinking about preparing themselves to handle problems when and if they occur, perhaps by creating a private...

5 Strategies to Encourage Engagement Across All Generations

Adapted from an article in Trust & Estates. Crafting an Entrepreneurial Vision When there’s disruption, there’s opportunity. Therefore, it’s important that successful...

Is it Time to Consider Forming a Private Trust Company?

As family interests expand beyond the core operating business and foundational family office services, the family, executives, and entities involved typically experience...

Has the Private Trust Company Structure Delivered on its Promise?

Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family called out the structure as...

Infographic: Family Office Employee Retention and Loyalty

Even in a tight labor market, family offices maintain a remarkably high employee retention. And that’s a good thing...right? Family offices have built compensation and...

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...

Onboarding the Next Generation of Family Council Members

Recently, a FOX member inquired about the best practices of onboarding a next generation family member into the Family Council. "What does the first year look like for them...

Building a Sustainable Family Enterprise

Measuring success Sometimes the greatest challenge for a family is to agree on how they will measure the “success” of the enterprise in each generation. The metrics of...