FOX Series

Seven Strategies for Creating an Entrepreneurial Culture

It is the fate of almost every fourth-to-sixth generation family: the wealth dissipates as the family grows, unless their culture goes beyond wealth preservation to...

Europe’s Silver Lining

Amidst all the doom and gloom of European austerity and the general anxiety about the continent’s future, there is considerable evidence that Europe remains surprisingly well...

How Did You Do This Year? Benchmarking Family Office Performance

Follow effective action with quiet reflection. From the quiet reflection will come even more effective action. -Peter Drucker In the rush to wrap up 2012, taking time to stop...

CFTC Decides Against Family Office Regulation

On November 29, 2012, the Commodity Futures Trading Commission issued a No-Action letter exempting family offices from registration as Commodity Pool Operators. Family...

Education Is the Key to Your Family's Financial Future

Family education is one of several building blocks that interlock to support the transfer of family legacy and sustain wealth across generations. When done well, family...

Risk Assessment and Long-Term Strategic Planning: A recap of October's Global Family Council Meeting

In 2005, FOX established a Global Family Council (GFC) which meets semi-annually and brings together a group of sophisticated families from 13 countries around the world to...

Ben Hunt: Politics, Policy and Investment Markets (Part 1)

Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence security prices....

The Need for Education for Grantors, Trustees and Beneficiaries

Most ultra high net worth families rely on trusts, not only as key components of their wealth transfer strategy but also for the transfer of family continuity and legacy. And...

The Power of the Client Service Experience

I will be conducting our Wealth Advisor Master Class next month with FOX Founder and CEO Sara Hamilton. Much of the program will focus on the sales and service models of...

Is Good Service Good Enough?

Advisors to wealthy families are nothing if not solicitous.  For nearly two-thirds of FOX multi-family office members, “quality of client servicing” is the characteristic...