FOX Series

Businesses consistently cite the ability to attract and retain top talent as among the elements most critical to their success. This remains true today despite persistently high unemployment rates as many critical jobs go unfilled. But in many respects, hiring effectively is as much about bringing i...

A majority (56%) of family offices have a governing board, according to the 2012 FOX Family Office benchmarking Board Report. Fifty-five percent of those with a governing board include external advisors, though outside advisors make up only 17% of all board members. Most family offices lack a strate...

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 managers or financial planners. Issues like leadership succession or engaging the younger generations touch on such sensitive topics as aging, mortal...

Managing investments remains a primary reponsibility of family offices. According to our 2013 FOX Investment Survey, investment professionals comprise nearly a third of the average family office staff. Meanwhile, they draw on a number of different actors in the planning and decision making process w...

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 the term to demonstrate how their topic ties to this theme of interest.At the Family Office Exchange (FOX) Wealth Advisor Forum in Miami this yea...

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 going to limit the study to those sections that do change annually and split it into smaller, single-topic modules that will be spaced throughout the year...

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 Branding, a Gen Y research and consulting firm that specializes in personal and corporate branding. He is the author of the bestselling Me 2.0: 4 Steps ...

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 officially close at noon that day to accomodate the movers. The servers will go offline in the afternoon, disrupting the following services until late ...

We are pleased to welcome Howard Bragman as a keynote speaker at this year’s FOX Wealth Advisor Forum. Howard is the vice chairman of Reputation.com, an online reputation management organization, and founder of the public relations firm Fifteen Minutes. He is the author of Where's My Fifteen M...

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 preservation to encourage wealth creation. That means taking informed risks (emphasis on informed). If some portion of the diversified asset pool is di...