FOX Series

Many FOX members have asked about what considerations should go into developing a family wealth strategy after an operating company is sold. To them, I’ll often tell the story of Thorndale Farm CEO Oakleigh Thorne and his 20 year plan.After Oakleigh completed his MBA in 1986, he went to work at Comm...

In the not too distant past, if you were in IT and had virtualization skills, you probably thought your future as an IT admin was secure.Today, that is no longer the case.In "The Big Switch" by Nicholas Carr, the author explains how the use of electricity in larger businesses shifted from on-premise...

Recently, more than 60 FOX members took part in a survey of family offices by the Private Investor Coalition (PIC). PIC is an authority on legislative and regulatory issues affecting single family offices, and serves as a resource for disseminating information on legislative, regulatory and complian...

There seems to be at least one new concept that lingers in the memory and creates a buzz among the attendees at each FOX event. At this year’s FOX Wealth Advisor Forum, it was the observation by Glen W. Johnson, Managing Director of Mirador Family Wealth Advisors, on the significant impact that incr...

When I attended a recent FOX Executive Council meeting, one common theme I kept hearing from members was how difficult it is, in this or any business environment, to keep the right talent on staff and not face flight risks. The most obvious answer is “cash compensation,” but sadly there’s not an inf...

For many family offices—especially the smaller ones—the thought of spending tens of thousands of dollars on one key element of cybersecurity, penetration testing, is a daunting prospect.Though certainly helpful, penetration testing is often overkill for many offices. A better approach may be to star...

Multi-family offices and wealth advisors are enjoying growing profitability—and revenue.That’s what we learned while conducting the 2014 FOX Multi-Family Office and Wealth Advisor Benchmarking Study Report, FOX’s best and most current thinking on the direction of the Ultra High Net Worth (UHNW)...

There’s a strong correlation between family offices’ investment performance and reliance on a CIO and investment committee.In analyzing the results of the 2015 FOX Global Investment Survey, our annual survey of investor attitudes and behaviors, we found that one group had significantly outperformed ...

Leadership is an integral part of a wealth advisor’s everyday responsibilities as someone responsible for providing holistic and integrated family wealth services.Sarah Biggerstaff, noted coach and lecturer in the practice of leadership at Yale School of Management, will walk participants through a ...