FOX Series

A family office is more often than not founded around the concerns about the family’s privacy and data security. So the current news around the FBI request for Apple to unlock the password of the iPhone belonging to one of the San Bernardino terrorists does have a passing interest. If you go b...

For our FOX Thought Leaders Council Report “Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market,” we looked at 30 of the best client experience brands in the world, including Apple, Ritz-Carleton, Disney, and Tesla. We identified the following seven activation str...

Now, more than ever, the business of managing private wealth is exceedingly complex. Most family offices are doing the work of sophisticated financial institutions with limited staff, while relying on a patchwork quilt of software solutions that are hosted internally with little integration, securit...

I was recently speaking with the general counsel for a private family trust company (PFTC), and they told me a compelling story about their recent PFTC state situs evaluation that I believe many in the PFTC world will find both informative and relatable. With their permission, I have shared it...

For several years now, wealth advisors have been concerned about the rise of robo-advisors and the potential impact on the wealth management industry. There is a strong potential disruption from the new financial technology (or FinTech) start-ups, each with goals of becoming the “Uber” of peer-to-pe...

Jonah Wittkamper wants to start a conversation about wealth—and help rising generation family leaders find their life purpose in the process. “I think many people think that the meaning of life is to simply accumulate as much material wealth as you can,” says Wittkamper, Co-Founder ...

Is the real estate market overheated? In October 2014, PwC published a report based on interviews of dozens of leading real estate professionals across a number of sectors and disciplines. The report, “Emerging Trends in Real Estate® 2015,” predicted that the momentum of the last five yea...

He may be one of the most visible figures in the emerging movement, but Charly Kleissner realizes that there is still a lot of healthy skepticism surrounding about impact investing.“I know there are a lot of questions,” Kleissner says.If anyone is in a position to answer some of those questions, how...

FOX has been working to determine what makes for a great experience for the client of a family office.Throughout 2015, FOX studied more than 30 businesses across a variety of industries—including notable brands such as Apple and Ritz-Carlton Hotels—in pursuit of determining what constitutes an optim...

There is a big change just starting to impact the way the Internet, and its related apps, are used: they are moving away from a silo approach to one of interoperability.Essentially, instead of having to go to one particular website or application to make use of the functionality and service it offer...