FOX Series

Wealth Management as a Second Family Business

Mar 25, 2019
Evolving from Business Owner to Financial FamilyFamilies held together by a family-controlled business share a feeling of pride about the busines...

What’s Top of Mind for FOX Financial Executive Council Members?

Mar 12, 2019
FOX Councils provide an exclusive, small-group setting to share knowledge, discuss experiences, and gain insights. Our FOX Financial Executive Council...

How Successful Advisors are Preparing for Clients in Transition

Mar 05, 2019
Disruption in our industry is inevitable, whether it is the growing transitions of businesses and wealth, or technology innovations such as robotics t...

Growing Interest in Forging a Direct Investment Path

Feb 13, 2019
Below is an excerpt from my article, Forging a Direct Investment Path, found in the 2019 FOX ForesightTM publication.Family offices are forging a...

2019 U.S. Policy Outlook: Trade, Fiscal Stimulus, and Political Controversy

Feb 11, 2019
We all are experiencing the outsize impact of political issues on the markets. For this reason, I’ve tapped PIMCO’s Head of Public Policy, Libby Cantr...

Risk Mitigation Strategies for the Private Trust Company

Feb 04, 2019
When families think about “risk mitigation,” they typically are thinking about preparing themselves to handle problems when and if they occur, perhaps...

5 Strategies to Encourage Engagement Across All Generations

Feb 01, 2019
Adapted from an article in Trust & Estates.Crafting an Entrepreneurial VisionWhen there’s disruption, there’s opportunity. Therefore, it’s importa...

Is it Time to Consider Forming a Private Trust Company?

Jan 09, 2019
As family interests expand beyond the core operating business and foundational family office services, the family, executives, and entities involved&n...

Has the Private Trust Company Structure Delivered on its Promise?

Dec 03, 2018
Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family cal...

Infographic: Family Office Employee Retention and Loyalty

Nov 26, 2018
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...