Businesses consistently cite the ability to attract and retain top talent as among the elements most critical to their success. This remains true toda...
A majority (56%) of family offices have a governing board, according to the 2012 FOX Family Office benchmarking Board Report. Fifty-five percent of th...
The job of advising the wealthy necessarily veers into the realms of the personal. Wealth advisors are as much family counselors as they are portfolio...
Managing investments remains a primary reponsibility of family offices. According to our 2013 FOX Investment Survey, investment professionals comprise...
At every conference, there is a concept or word that stands out and becomes the catalyst of discussion at breaks and meals. Other speakers pick up on ...
We are pleased to announce an improvement in the FOX Benchmarking Study for 2013.Since much of the data does not change from year to year, we are goin...
We are pleased to welcome Dan Schawbel as a keynote speaker at this year’s FOX Wealth Advisor Forum. Dan is the managing partner of Millennial Brandin...
On Friday, April 19, we will be moving to the eighth floor within our current building into a more modern and cost-efficient office. Our office will o...
It is the fate of almost every fourth-to-sixth generation family: the wealth dissipates as the family grows, unless their culture goes beyond wealth p...