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...
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-...
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...
When considering an allocation to emerging markets, investors are almost universally seeking growth.Emerging economies have, indeed, significantly out...
At the inaugural FOX Global Owners Forum, I described the evolution that business-owning families experience—and the increased complexity they encount...
I was recently chatting with longtime FOX member Richard Bakal about the upcoming FOX Family Enterprise Experience workshop. Over the course of our co...
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...
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 ...
On May 18, 2016, the Department of Labor (DOL) updated the Fair Labor Standards Act and expanded overtime eligibility for millions of American workers...