There has been a paradigm shift in family office technology.A decade ago, family offices had to custom build systems to meet their specific needs. It ...
The SEC has expanded the definition of “family” in single-family offices.The January 2015 ruling, which was an update to a previous SEC ruling we cove...
The SEC has expanded the definition of “family” in single-family offices.The January 2015 ruling, which was an update to a previous SEC ruling we cove...
When you think of Millennials, one of the first images that likely comes to mind is a group of young adults, all standing around in a circle... lookin...
Families change, grow and evolve from one generation to the next. So do family offices.While family offices are first formed to serve the needs of the...
Every January, we launch our annual Global Investment Survey to find out how FOX members fared in the markets, and what changes they’re planning for t...
In September, the FOX Wealth Advisor Council convened in New York to discuss the latest FOX research, benchmarking and best practices for advisors ser...
A frustration we often hear from families is that wealth management firms all sound the same. No firm can be all things to all families. The sooner in...