FOX Series

You’ve worked so hard to make your family business a success, but eroding trust and simmering conflict threaten to derail the progress you’ve made. Is that a sign that your family business won’t make it to the next generation?Not necessarily. In fact, most conflict in family business is natural, rat...

Paramount to every enterprise is a healthy, abundant supply chain. Regardless of the end product, the quality and quantity of the raw materials will dictate the quality of output. For those of us in the business of funding other businesses, a good, strong source of high quality deal flow is essentia...

“In life, longevity is a gift only if you know how to use it. And as we prepare to tackle issues related to family journeys at the FOX Fall Forum, I wanted to highlight an interview with one of our presenters, Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer at Ballentine Partners, LL...

As president of Family Office Exchange, I spend much of my time outside of our Chicago headquarters travelling to far-off locales to meet with families who are part of the FOX community, as well as those considering membership. With FOX members in 20 countries, travel keeps me busy, but it’s a ...

Members of the FOX Client Experience Council – a like-minded group of executives from single and multi-family offices around the country who gather in person twice each year to learn together, share resources and socialize – are in constant pursuit of creative ways to surprise and delight their clie...

Conscious leaders know that co-creation is a possible choice along with competition and compromise. They have developed the wisdom and skill to know which option to choose and when to choose it.Competition leads to win/lose. Compromise results in lose/lose. Co-creation brings about win/win.Competiti...

More advisors to families of wealth are wondering if an asset-based pricing structure has out-lived its useful purposeIt seems long ago that wealth advisors could charge an asset based fee that covered the cost of providing investment services with a "cushion" leftover to cover additional services s...

Jackie Kennedy Onassis once said: “If your children turn out well, nothing else matters. If your children turn out badly, nothing else matters.”Having the young people in your life turn out well is as important as anything else you do in life, right?The children’s happiness depends on it. Your...

According to the 2016 FOX Family Office Compensation and Benefits survey, only 30 % of offices offered long-term incentive plans.Family offices are often looking for talent with specific expertise and understanding of a family office environment. Long-term incentives can be pivotal in attracting and...

David Lough’s wonderful, engrossing, nightmarish study of Winston Churchill’s reverse Midas touch (Picador, 2015) inspires our old friend Michael Harkins, chief of Levy, Harkins & Co., to draw a monetary and investment lesson.No More Champagne, written by a former banker who knows his money, chr...