FOX Series

Living in the Shadows: Age, the Economy, and Trends in Wealth Management

Feb 08, 2013
Wealthy families, single family offices, and wealth advisors continue to live in the long shadows of economic and political uncertainty, as well as ge...

Europe’s Silver Lining

Jan 07, 2013
Amidst all the doom and gloom of European austerity and the general anxiety about the continent’s future, there is considerable evidence that Europe r...

How Did You Do This Year? Benchmarking Family Office Performance

Dec 10, 2012
Follow effective action with quiet reflection. From the quiet reflection will come even more effective action. -Peter DruckerIn the rush to wrap ...

CFTC Decides Against Family Office Regulation

Dec 03, 2012
On November 29, 2012, the Commodity Futures Trading Commission issued a No-Action letter exempting family offices from registration as Commodity Pool ...

Education Is the Key to Your Family's Financial Future

Nov 29, 2012
Family education is one of several building blocks that interlock to support the transfer of family legacy and sustain wealth across generations. When...

Risk Assessment and Long-Term Strategic Planning: A recap of October's Global Family Council Meeting

Nov 01, 2012
In 2005, FOX established a Global Family Council (GFC) which meets semi-annually and brings together a group of sophisticated families from 13 countri...

Notes from the Fall Forum: Taking the Long-Term View

Oct 29, 2012
Last week we held the annual FOX Fall Forum in Chicago. Coming as it did in the run up to a U.S. presidential election and with a number of significan...

Ben Hunt: Politics, Policy and Investment Markets (Part 2)

Sep 21, 2012
Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that inf...

Ben Hunt: Politics, Policy and Investment Markets (Part 1)

Sep 21, 2012
Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that inf...

The Need for Education for Grantors, Trustees and Beneficiaries

Sep 05, 2012
Most ultra high net worth families rely on trusts, not only as key components of their wealth transfer strategy but also for the transfer of family co...