FOX Series

Privacy in a Connected World: Apple, the FBI and the Internet of Things (IoT)

Mar 01, 2016
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 ...

Seven Ways to Improve Your Family Client Experience

Feb 25, 2016
For our FOX Thought Leaders Council Report “Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market,” we looked at 30 ...

It’s Time for Family Offices to Change the Way They Think About Technology

Jan 20, 2016
Now, more than ever, the business of managing private wealth is exceedingly complex. Most family offices are doing the work of sophisticated financial...

Evaluating Your PFTC State Situs: A Case Study

Dec 16, 2015
I was recently speaking with the general counsel for a private family trust company (PFTC), and they told me a compelling story about their rece...

FinTech: Are We About to See "Uber" for Financial Services?

Nov 23, 2015
For several years now, wealth advisors have been concerned about the rise of robo-advisors and the potential impact on the wealth management industry....

Using Your Wealth to Make a Better World

Oct 28, 2015
Jonah Wittkamper wants to start a conversation about wealth—and help rising generation family leaders find their life purpose in the process.&nb...

Is the Real Estate Market Overheated?

Oct 09, 2015
Is the real estate market overheated? In October 2014, PwC published a report based on interviews of dozens of leading real estate professi...

Using Wealth for Good: Charly Kleissner on Impact Investing

Oct 06, 2015
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 surr...

What Family Offices Can Learn From Great Client Experience Brands

Oct 05, 2015
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 busine...

The Family Office and the Internet of the Future

Sep 04, 2015
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 o...