FOX Series

Latin America has been one of the most dynamic regions of the world in the last two decades, experiencing strong GDP growth and wealth. During this time, many of the region's family owned firms have also become strong and innovative global firms.Family Office Exchange has been working with many fami...

The biggest asset of any family office is the staff that supports the family clients. Over the last couple of years, creating an effective team for the family office is an issue that comes up frequently from executives who participate in FOX Council groups and our broader family office members. Many...

The impact of greater longevity will be broad and deep as the average life expectancy in America today is longer than in any other period in history. The systems and structures that support our lives will also change. The way we define family will continue to evolve. The way we plan and build the in...

Family meeting season is here, and FOX members are gearing up to create learning experiences and memories that will last a lifetime. Of course, the planning likely began long ago with committee meetings and conversations to decide where to host, what to cover, and how to top last year. Making learni...

A perfect storm of market appreciation and demographics points to a progressive and sustained growth opportunity in the ultra-wealth business. Now that the time of great opportunity has arrived, how prepared are advisors to assume an evolving role based on the rapidly changing needs of family busine...

Investing directly and operating in real estate and operating businesses is an increasingly important focus for many family offices. For the past decade, FOX has been tracking family office interest in direct investing, through FOX studies and our highly-engaged FOX Direct Investing Network.The foll...

Overall Family Offices are satisfied with recent performance, but beginning to move away from the traditional approach to asset allocation.

Beyond the Family BusinessA business-owning family with intertwined holdings and joint assets across generations must invest in planning to ensure continued success as a family and as a business. It is by virtue of having a big picture plan, or even just expressing the need to have a plan, that a fa...

All aspects of our daily lives will be impacted, as will our understanding of self and the meaning of privacy, ownership, and citizenship due to dramatic changes resulting from the Fourth Industrial Revolution. Innovation is rapidly transforming how the ultra-wealthy live and work. What are some way...

Legislators must know what is important to family businesses; what helps or hurts them when it comes to operating their business and creating more jobs. For that reason, it is critical that legislators hear from family businesses more than any other years in the past.To determine what issues family ...