FOX Series

Infographic: The Top Technology Challenges in Today's Family Offices

Systems security and finding a software solution that integrates financial data across multiple functions rank as family offices’ top technology concerns, according to our...

Disaster Recovery in the Family Office

There is a startling statistic in the recent FOX Benchmarking Report: Technology in the Family Office. Ninety-seven percent of family offices claim to have developed a...

Talent, Culture and Hiring the Right Fit

Businesses consistently cite the ability to attract and retain top talent as among the elements most critical to their success. This remains true today despite...

Infographic: Family Office Oversight and Governance

A majority (56%) of family offices have a governing board, according to the 2012 FOX Family Office benchmarking Board Report. Fifty-five percent of those with a governing...

Starting Critical Wealth Management Conversations

The job of advising the wealthy necessarily veers into the realms of the personal. Wealth advisors are as much family counselors as they are portfolio managers or...

Investment Decision-Making and the Players

Managing investments remains a primary reponsibility of family offices. According to our 2013 FOX Investment Survey, investment professionals comprise nearly a third of the...

The Role of Courage in Multigenerational Families of Wealth

At every conference, there is a concept or word that stands out and becomes the catalyst of discussion at breaks and meals. Other speakers pick up on the term to...

Dan Schawbel on First Impressions in the Internet Age

We are pleased to welcome Dan Schawbel as a keynote speaker at this year’s FOX Wealth Advisor Forum. Dan is the managing partner of Millennial Branding, a Gen Y research...

Announcement: FOX Chicago Headquarters Moving

On Friday, April 19, we will be moving to the eighth floor within our current building into a more modern and cost-efficient office. Our office will officially close at noon...

Howard Bragman on the New Media Challenges of Managing Your Reputation

We are pleased to welcome Howard Bragman as a keynote speaker at this year’s FOX Wealth Advisor Forum.  Howard is the vice chairman of Reputation.com, an online...