FOX Series

The Evolution of Cybersecurity

Oct 07, 2016
How important is cybersecurity to you?If you’re like many family offices, it’s up there as a top priority: in the latest FOX benchmarking survey on fa...

5 Things You Need to Know Before Executing a Family Leadership Transition

Sep 14, 2016
While I was working as a consultant for FOX, the topic of leadership succession was often on my mind—particularly whenever I was working with a multi-...

Meet Mellody Hobson

Sep 09, 2016
There are few speakers more compelling than Mellody Hobson.Hobson (president of Ariel Investments, chairman of the board for DreamWorks Animatio...

How are Wealth Advisors Evolving?

Sep 01, 2016
In my previous blog post, “Is the Multi-Family Office Pricing Model Broken?”, I noted that there has been a 15% drop in the pricing of wealth manageme...

Finding Growth in Emerging Markets

Aug 29, 2016
When considering an allocation to emerging markets, investors are almost universally seeking growth.Emerging economies have, indeed, significantly out...

When Does a Family Become a Family Enterprise?

Aug 19, 2016
At the inaugural FOX Global Owners Forum, I described the evolution that business-owning families experience—and the increased complexity they encount...

What is an Enterprise Family?

Aug 08, 2016
I was recently chatting with longtime FOX member Richard Bakal about the upcoming FOX Family Enterprise Experience workshop. Over the course of our co...

Is the Multi-Family Office Pricing Model Broken?

Jul 20, 2016
Pricing at multi-family office firms is under pressure.That is one of the key findings in the 2016 FOX Wealth Advisor Benchmarking Study. Advisors are...

Staff Retreats: How They Can Benefit Your Family Office

Jul 14, 2016
When I was heading up consulting for FOX, I had the pleasure of spending a morning with the staff of a large family office at their three-day retreat ...

How to Prepare for the New Overtime Rules

Jun 29, 2016
On May 18, 2016, the Department of Labor (DOL) updated the Fair Labor Standards Act and expanded overtime eligibility for millions of American workers...