FOX Series

Disruptions in the Investment Industry

Mar 12, 2018
How are families adapting to changing market dynamics?While investing has never been straightforward, investing today in the face of current unce...

7 Ideas for Building Trust

Mar 07, 2018
This may not come as a surprise, but individuals have lost trust in the major institutions that have served as the framework of our modern society. Bu...

What’s Obvious is Obviously Priced In

Mar 01, 2018
Given the current state of the market, many investors that I am speaking with are considering changes to the “what has worked before” approach.When I ...

The Impact of Automation on the Labor Force, the Economy, and Society

Feb 22, 2018
I am fascinated by the complicated ways that automation may transform the labor force—and how dramatically the acceleration of technology in the work ...

Six Steps for Developing a Successful Family Meeting

Feb 21, 2018
When you are a business-owning family, sometimes you can become so completely focused on the growth and continued success of the business that you for...

Preparing the Next Generation of Beneficiaries

Jan 16, 2018
Preparing the next generation, especially wealthy children or trust beneficiaries, is one of the hottest topics in the high net worth world. Quite fra...

Avoiding Potential Beneficiary Claims Highlighted in the PFTC Context

Jan 11, 2018
The Private Family Trust Company structure has evolved from a new concept to one that is now established and used widely by family enterprises as a st...

The Promise of a PFTC

Jan 09, 2018
From a historical perspective, the private family trust company (or PFTC) is a relatively recent structure employed by successful, strategically-orien...

Nine Reasons to Start a Private Family Trust Company

Jan 09, 2018
What is a Private Family Trust Company?A private family trust company (PFTC) is a state-chartered entity designed to provide fiduciary services to mem...

Cybersecurity Tips from a 30-year Veteran of the FBI

Dec 15, 2017
Cybersecurity is a topic of great concern among our members as many face the challenge of keeping family members and their financial information safe....