FOX Series

State of the Art Wealth Management: Communication With the Goal of Understanding

May 02, 2014
The 2013 FOX Thought Leaders Council brought together representatives from sophisticated family offices and industry leading advisors with the goal of...

State of the Art Wealth Management: Asking Why Before Asking How

Apr 15, 2014
Recently key figures from leading advisors in the private wealth management industry gathered with executives from several sophisticated family office...

Six Common Problems with Using Business Employees to Manage Personal Financial Matters

Apr 11, 2014
Assigning a business executive to manage or coordinate personal financial or administrative affairs can be problematic for several reasons: Lack o...

Working with Millennials

Apr 01, 2014
Employers in the wealth management industry face two distinct talent challenges, one long-term and the other immediate. According to a recent Accentur...

Three Standards of Wealth Preservation for Business-Owning Families

Mar 30, 2014
Business owning families face the simultaneous challenges of running a business while planning for the future of the family and the management of fami...

Operating as a Family Enterprise – Integration in Practice

Mar 13, 2014
Every family enterprise needs a framework for holding together the disparate parts of the family activities, and a process for managing the elements i...

Building a Family Enterprise

Mar 13, 2014
Successful multi-generational families often have difficulty making the transition from a business-centric family to a family-centric enterprise as the...

Starting the Family Leadership Conversation

Mar 06, 2014
Carl Robinson has spent the last 25 years helping a wide range of businesses develop effective leadership strategies. Currently, as managing director ...

Buy or D.I.Y.? Family Office Service Observations from the FOX Financial Executive Council

Feb 20, 2014
The FOX Financial Executive Council was first established in 2004 and it offers family office financial executives (CFOs, controllers, tax managers, e...

Obamacare Update: Employer Mandate for Employers with Fewer than 100 Workers Delayed

Feb 12, 2014
On Monday, Feb. 10, 2014, the IRS announced it is delaying a portion of the employer mandate associated with the Affordable Care Act or Obamacare. The...