FOX Series

Strategic Advantages to Taking the Long-Term View of the Family Enterprise

Feb 04, 2014
In spite of growing complexities, families around the world have managed to stay together for generations, and they reap significant benefits fr...

Moving from a Business Enterprise to a Family Enterprise

Jan 23, 2014
How does a family know when they are evolving from a family business into a family enterprise? When the collective activities of the family grow...

Feed the Acorn, but Don’t Forget the Oak: Finding a Meaningful Role for Family Leaders after Retirement

Dec 06, 2013
If you have you been invited to a family business conference recently or picked up an educational piece on family wealth, you will have noticed the fo...

Infographic: Family Office Compensation Trends

Nov 15, 2013
Eighty percent of family office employees received a salary increase in 2013, according to our latest benchmarking study, "Family Office Compensation ...

Recommended Reading: Greg Curtis on How Not to Invest Your Family’s Money

Nov 15, 2013
If you’re familiar with Greycourt & Co. Founder Greg Curtis, you know that his blog is always a good read. His recent series on common mistakes fa...

More Notes from the 2013 FOX Fall Forum: The Principled Family

Nov 15, 2013
While process was at the forefront of this year’s Forum, the most poignant moments of the event dealt with why families stick together — the beliefs a...

Notes from the 2013 FOX Fall Forum: Family Enterprise Decision Making Processes

Nov 15, 2013
We recently held our annual Fall Forum in Chicago. This year’s theme was “The Butterfly Effect,” which reflects the theory that a change as subtle as ...

Seven Time-Tested Family Continuity Lessons

Oct 17, 2013
Many families have managed their wealth for generations and have healthy, productive and successful sixth- and seventh-generation family members to sh...

Infographic: The Top Technology Challenges in Today's Family Offices

Aug 20, 2013
Systems security and finding a software solution that integrates financial data across multiple functions rank as family offices’ top technology conce...

Disaster Recovery in the Family Office

Aug 08, 2013
There is a startling statistic in the recent FOX Benchmarking Report: Technology in the Family Office. Ninety-seven percent of family offices claim to...