FOX Series

How are families adapting to changing market dynamics?While investing has never been straightforward, investing today in the face of current uncertainty feels overwhelming to many long-term investors.Faced with today’s starting valuations and current yields, many investors have little confidenc...

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. Businesses, NGOs, government, and the media have all suffered a loss of trust in recent years for a variety of reasons.One of our great fears about a wo...

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 am looking for guidance on the complex macro environment, I often turn to Jeffery Gundlach, CEO of DoubleLine Capital, LP. I have asked DoubleLine to ...

I am fascinated by the complicated ways that automation may transform the labor force—and how dramatically the acceleration of technology in the work place may impact the economy—and society, more broadly. As one example, how might driverless cars, taxis, and trucks affect issues of productivity and...

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 forget the equally important mission of focusing on family. Family business owners of course need to understand the nuances and performance of the busine...

Preparing the next generation, especially wealthy children or trust beneficiaries, is one of the hottest topics in the high net worth world. Quite frankly, the consequences of not addressing this are enormous and impact future generations. Resources are squandered, cracks form in family relationship...

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 strategy for managing increasing complexity within their enterprise. With the evolution of the PFTC, there are hard questions that need to be asked such...

From a historical perspective, the private family trust company (or PFTC) is a relatively recent structure employed by successful, strategically-oriented families. Those who manage these structures have been, in most cases, focused on those entities’ organizational and operational requirements. Howe...

What is a Private Family Trust Company?A private family trust company (PFTC) is a state-chartered entity designed to provide fiduciary services to members of a family. PFTC is distinct from a “family office” in that it can serve as a fiduciary under state law. Private family trust compani...

Cybersecurity is a topic of great concern among our members as many face the challenge of keeping family members and their financial information safe. Scott Augenbaum, a 30-year veteran of the FBI, offers the following 15 cybersecurity tips that don’t cost a lot of money or take a lot of time, but t...