FOX Series

FOXCast: Is it Time for a Life Insurance Audit?

What is the difference between a life insurance review and a life insurance audit? In this episode, Steve Herlihy at Wellspring Associates sheds some light on why it might be...

Key Insights and Opportunities from the Values-Aligned Investing Survey

Earlier this year, we completed our 2019 FOX Survey on Values-Aligned Investing alongside our annual Global Investment Survey for the first time. We felt strongly that it was...

FOXCast: A No-Regrets Approach to Philanthropy

In this episode, we talk to Susan Colpitts at Signature Family Wealth Advisors about approaching estate planning in a way that alleviates anxiety and seriousness through...

Cyber Vulnerability Assessments & Penetration Testing: Tools, Techniques and Best Practices

Below is an excerpt of an article that originally appeared on BDO.com   Cyber-attacks and their success rate in network breaches are increasing in frequency and...

What are the Biggest HR Challenges for Family Offices?

Just as family offices differ in most ways from other types of businesses, Human Resources (HR) in a family office presents its own unique challenges. That’s why family...

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....