FOX Series

In this episode, Tina Milligan, Managing Director at BMO Family Office, part of BMO Wealth Management, illustrates the importance of family meetings.W...

Every year at this time I get questions from our members about shared family vacation homes. "How are other families scheduling usage?" "How are expen...

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...

The yacht insurance market is dramatically changing in terms of available capacity and cost. As vessels get bigger and more sophisticated, clients wor...

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At Family Office Exchange (FOX), one of the questions we hear most frequently is:“How many single family offices are there?”Unfortunately, there is no...

What do our future family leaders need to learn? When should family education begin and how formalized should it be? How will we adequately prepare th...

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

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

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 ...