FOX Series

Evolving from Business Owner to Financial FamilyFamilies held together by a family-controlled business share a feeling of pride about the business. Their identity as a family is tightly woven into the fabric of the business that houses the history of their hard work and success. Many entre...

FOX Councils provide an exclusive, small-group setting to share knowledge, discuss experiences, and gain insights. Our FOX Financial Executive Council, consisting of CFOs, controllers, and tax managers who work in family offices, met in January. We asked one of the Council Chairs, Jane Flanagan, to ...

Disruption in our industry is inevitable, whether it is the growing transitions of businesses and wealth, or technology innovations such as robotics that will transform how we do things. .blog-banner{ display:none; }

Below is an excerpt from my article, Forging a Direct Investment Path, found in the 2019 FOX ForesightTM publication.Family offices are forging ahead—increasing their appetite for direct investments in real estate and operating businesses—as they continue to reassess the more traditional approa...

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 Cantrill, to discuss global challenges to investors through a political and economic lens, including the rise of populist movements and challenges to democ...

When families think about “risk mitigation,” they typically are thinking about preparing themselves to handle problems when and if they occur, perhaps by creating a private trust company (PTC) to succeed individual trustees, or by purchasing insurance to guard against the losses that may result.&nbs...

Adapted from an article in Trust & Estates.Crafting an Entrepreneurial VisionWhen there’s disruption, there’s opportunity. Therefore, it’s important that successful business-owning families continue to focus on shaping meaning and purpose for the family.For families that intend to remain family-...

As family interests expand beyond the core operating business and foundational family office services, the family, executives, and entities involved typically experience growing complexity. This complexity may be experienced through:Unclear decision channelsBeing overwhelmed with administrative...

Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family called out the structure as a powerful tool in long-term family governance. That was in 1997. Over the ensuing decades hundreds of families have formed a...

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 compensation and benefit plans that have been excellent at helping to retain employees. The question facing them is: How will they adapt these plans ...