FOX Series

Unnecessary Evils: A Critique of Wealth Management Norms Circa 2017

Jul 31, 2017
While many principals sense that their current investment programs aren’t likely to produce satisfactory risk-adjusted net returns in coming years and...

Moving to the Cloud: One Family Office’s Experience

Jul 31, 2017
“What is your family office’s number one threat? If it happened today, could you function tomorrow?”These are the questions that one family office exe...

Infographic: 2017 FOX Global Investment Survey Indicates a Growing Interest in Direct Investing

Jul 28, 2017
Interest in Direct Investing Increases: The 2017 FOX Global Investment Survey reveals a growing focus on direct private equity investments for f...

The ETF Correlation Bubble: A Powder Keg?

Jul 21, 2017
Based on financial news articles and television shows, everyone should be aware that money is being constantly withdrawn from active managers and plac...

Why a Hacker May Be Lurking Near Your Bank Account

Jun 23, 2017
The ingenuity and success rate of hackers targeting banks and credit unions continues to shock and amaze. Don't expect the financial services industry...

Best Practices for Onboarding New Family Office Clients

Jun 19, 2017
When was the last time you felt “at home” in a completely new environment? What about this experience – the people you encountered or the service you ...

On the Minds of Business-owning Families: Succession, Governance and Sustaining Wealth

May 24, 2017
51% of decisions in family businesses are made by senior generationsOver the last few years, business owners have inquired about ways to integrate the...

The 21st Century Challenge for Business-owning Families

May 19, 2017
How does one manage a vibrant, multi-dimensional family business with family members and stakeholders scattered across the country? That’s the 2...

Leadership: A Situation Well Framed is Half Solved

May 05, 2017
For the past several years, I have had the honor and pleasure of Co-Chairing the FOX Senior Management Council with Mariann Mihailidis at FOX. This co...

Inside the Family Office “To Do” List

Apr 11, 2017
The impact of the work accomplished each year by FOX family council members is impressive. We gather these peer groups of 25 wealth owners or family o...