FOX Series

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...

Tackling the One, Two, Threes of Family Office Services

*/ Optimizing Services Performed by the Family Office Let’s never forget integrated services are the crucial deliverables by a family office and these services provide the...

Why Family Office Boards are Indispensable

Transitions within families, increasing complexity on a global scale, and the dynamics of managing families are making governing boards more indispensable to families. A...

The Coming Great Transformation in the Global Macro Environment

Demographics, automation, and inequality have the potential to dramatically reshape our world in the 2020s and beyond. Our analysis shows that the collision of these forces...

Family Office Advisors Thinking Outside the Box: Finding Innovative Solutions to Common Problems

As lawyers, we are taught to zealously advocate for the client or the position we represent. At its best, this advocacy almost always entails thinking outside the proverbial...

Is “Impact Investing” the new norm?

Everyone these days is talking about “impact investing”. A Google search returns over 150 million results for the phrase. There are hundreds of investment managers managing...