FOX Series

Championing the Future: The Leadership Role of the Family Office in Family Education

Previously published in Family Business Magazine   Dramatic change is on the horizon, and multigenerational businesses are facing critical transition issues as ownership in...

Year in Review: Top FOX Content of 2019

Revisit 2019 content from Family Office Exchange (FOX) as we celebrate 30 years of providing members with objective guidance, peer exchange, and continuous learning.

FOXCast: Private Equity Fund and Direct Investing in Today's Market

In this episode, Todd Kellerman and Tim Wray, cofounders of V3 Limited, discuss lessons learned from the past and offer some insight into current family office investment...

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...