FOX Series

FOXCast: The Art of Investing for Families

In this episode, we sit down with Dan Tarlas, Senior Managing Director at Asset Consuting Group (ACG) to talk about what it takes to partner with families as investment...

13 Reasons Why Estate Planning is Necessary for Modern Families

The below is based on article that originally appeared in Tax Management Estates, Gifts and Trusts JournalTM Modern families take many forms, and estate planning...

Improving Family Office Culture in Four Acts

For the last two years our family office has been on a deliberate journey to change our culture. It's been a lot of work and learning as we go, but we now have year-over-year...

Why Families Need to Participate in Their Own Protection

Below is an excerpt from my article, Approaching Personal and Physical Security With a Risk-Based Perspective, from the 2019 FOX ForesightTM publication. With serious new...

FOXCast: Mindfulness around the Trustee/Beneficiary Relationship

In this episode, we check in with Ruth Easterling, Managing Director of Member Services at FOX on the importance of developing a strong trustee/beneficiary relationship....

The Essentials of Family Office Services

*/ Tackling the 'One, Two, Threes' Let’s never forget integrated services are the crucial deliverables by a family office and these services provide the best evidence to...

FOXCast: Robert Jordan on Preserving Family Legacies

In this episode of FOXCast, our guest is Robert Jordan, Founder and CEO of Video Family Biographies, part of Jordan & Jordan Communications. Robert Jordan is a retired...

Developing a Family Enterprise Governance Model

The Need for a Formal Governance Process As the family grows, decision-making moves from the dining table to the board room and family members are often reluctant to...

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.  ...

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...